Terracorp Financial, Inc. at 1043 Stuart ST STE 220, Lafayette, Ca 94549 lists Matthew L Locati and Sarah R Locati of Lafayette, CA as the associates.
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Matthew L Locati
Individual Agent
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1043 STUART ST STE 220, LAFAYETTE, CA 94549
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Matthew L Locati
CEO
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1043 STUART ST STE 220, LAFAYETTE, CA 94549
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Matthew L Locati
Chief Financial Officer
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1043 STUART ST STE 220, LAFAYETTE, CA 94549
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Sarah R Locati
Vice President
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1043 STUART ST STE 220, LAFAYETTE, CA 94549-4019
(View Past Addresses)
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Matthew L Locati
Secretary
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1043 STUART ST STE 220, LAFAYETTE, CA 94549
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1043 STUART ST STE 220, LAFAYETTE, CA 94549
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTERRACORP FINANCIAL, INC. 401(K) PLAN Plan #001 Participants BOY/EOY29 / 30 Assets BOY/EOY$614,836 / $731,217 | 2023 | TERRACORP FINANCIAL, INC. 401(K) PLAN - Plan #001 | 29 / 30 | $614,836 / $731,217 |
| 2022 | Plan NameTERRACORP FINANCIAL, INC. 401(K) PLAN Plan #001 Participants BOY/EOY22 / 29 Assets BOY/EOY$743,265 / $614,836 | 2022 | TERRACORP FINANCIAL, INC. 401(K) PLAN - Plan #001 | 22 / 29 | $743,265 / $614,836 |
| 2021 | Plan NameTERRACORP FINANCIAL, INC. 401(K) PLAN Plan #001 Participants BOY/EOY27 / 22 Assets BOY/EOY$642,407 / $743,265 | 2021 | TERRACORP FINANCIAL, INC. 401(K) PLAN - Plan #001 | 27 / 22 | $642,407 / $743,265 |
| 2020 | Plan NameTERRACORP FINANCIAL, INC. 401(K) PLAN Plan #001 Participants BOY/EOY28 / 27 Assets BOY/EOY$560,928 / $642,407 | 2020 | TERRACORP FINANCIAL, INC. 401(K) PLAN - Plan #001 | 28 / 27 | $560,928 / $642,407 |
| 2019 | Plan NameTERRACORP FINANCIAL, INC. 401(K) PLAN Plan #001 Participants BOY/EOY21 / 28 Assets BOY/EOY$519,497 / $560,928 | 2019 | TERRACORP FINANCIAL, INC. 401(K) PLAN - Plan #001 | 21 / 28 | $519,497 / $560,928 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/29/2020 | Approved$356,817 Forgiven$360,493 LenderCustomers Bank Jobs27 | 04/29/2020 | $356,817 | $360,493 | Customers Bank | 27 |
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