Culpepper and Associates, Inc. at 70 Central Ave, Los Gatos, Ca 95032 lists Warren L. Culpepper of Atlanta, GA as the associate.
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Patrick Shannon
Individual Agent
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70 CENTRAL AVE, LOS GATOS, CA 95032
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Warren L. Culpepper
CEO
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7000 PEACHTREE-DUNWOODY RD BLDG 10, ATLANTA, GA 30328
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70 CENTRAL AVE, LOS GATOS, CA 95032
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7000 PEACHTREE-DUNWOODY RD BLDG 10, ATLANTA, GA 30328
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCULPEPPER AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY27 / 28 Assets BOY/EOY$759,395 / $1,654,142 | 2023 | CULPEPPER AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 27 / 28 | $759,395 / $1,654,142 |
| 2022 | Plan NameCULPEPPER AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY23 / 27 Assets BOY/EOY$0 / $759,395 | 2022 | CULPEPPER AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 23 / 27 | $0 / $759,395 |
| 2022 | Plan NameCULPEPPER AND ASSOCIATES, INC. GCF BENEFIT PLAN Plan #501 Participants BOY/EOY15 / 20 Assets BOY/EOY$61,542 / $70,348 | 2022 | CULPEPPER AND ASSOCIATES, INC. GCF BENEFIT PLAN - Plan #501 | 15 / 20 | $61,542 / $70,348 |
| 2021 | Plan NameCULPEPPER AND ASSOCIATES, INC. GCF BENEFIT PLAN Plan #501 Participants BOY/EOY22 / 15 Assets BOY/EOY$36,755 / $61,542 | 2021 | CULPEPPER AND ASSOCIATES, INC. GCF BENEFIT PLAN - Plan #501 | 22 / 15 | $36,755 / $61,542 |
| 2020 | Plan NameCULPEPPER AND ASSOCIATES, INC. GCF BENEFIT PLAN Plan #501 Participants BOY/EOY34 / 22 Assets BOY/EOY$28,155 / $36,755 | 2020 | CULPEPPER AND ASSOCIATES, INC. GCF BENEFIT PLAN - Plan #501 | 34 / 22 | $28,155 / $36,755 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2021 | Approved$450,000 Forgiven$452,910 LenderWells Fargo Bank, National Association Jobs23 | 04/14/2021 | $450,000 | $452,910 | Wells Fargo Bank, National Association | 23 |
| 05/01/2020 | Approved$443,570 Forgiven$448,601 LenderWells Fargo Bank, National Association Jobs25 | 05/01/2020 | $443,570 | $448,601 | Wells Fargo Bank, National Association | 25 |
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