Callsource at 31280 Oak Crest Dr STE 3, Westlake Village, Ca 91361 lists Jerry Feldmon of Westlake Village, CA as the associate.
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Roger Browning
Individual Agent
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360 N BEDFORD DR, BEVERLY HILLS, CA 90210
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Jerry Feldmon
CEO
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31280 OAK CREST DR STE 3, WESTLAKE VILLAGE, CA 91361
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31280 OAK CREST DR STE 3, WESTLAKE VILLAGE, CA 91361
(Mailing)
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCALLSOURCE WELFARE AND BENEFIT PLAN Plan #501 Participants BOY/EOY102 / 0 Assets BOY/EOY$0 / $0 | 2022 | CALLSOURCE WELFARE AND BENEFIT PLAN - Plan #501 | 102 / 0 | $0 / $0 |
| 2021 | Plan NameCALLSOURCE 401(K) PLAN Plan #001 Participants BOY/EOY154 / 154 Assets BOY/EOY$7,255,023 / $8,212,112 | 2021 | CALLSOURCE 401(K) PLAN - Plan #001 | 154 / 154 | $7,255,023 / $8,212,112 |
| 2021 | Plan NameCALLSOURCE WELFARE AND BENEFIT PLAN Plan #501 Participants BOY/EOY120 / 0 Assets BOY/EOY$0 / $0 | 2021 | CALLSOURCE WELFARE AND BENEFIT PLAN - Plan #501 | 120 / 0 | $0 / $0 |
| 2020 | Plan NameCALLSOURCE 401(K) PLAN Plan #001 Participants BOY/EOY160 / 154 Assets BOY/EOY$6,821,394 / $7,255,023 | 2020 | CALLSOURCE 401(K) PLAN - Plan #001 | 160 / 154 | $6,821,394 / $7,255,023 |
| 2020 | Plan NameCALLSOURCE WELFARE AND BENEFIT PLAN Plan #501 Participants BOY/EOY131 / 0 Assets BOY/EOY$0 / $0 | 2020 | CALLSOURCE WELFARE AND BENEFIT PLAN - Plan #501 | 131 / 0 | $0 / $0 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/22/2021 | Approved$2,000,000 Forgiven$2,015,726 LenderU.S. Bank, National Association Jobs170 | 02/22/2021 | $2,000,000 | $2,015,726 | U.S. Bank, National Association | 170 |
| 04/28/2020 | Approved$2,136,375 Forgiven$2,169,445 LenderU.S. Bank, National Association Jobs125 | 04/28/2020 | $2,136,375 | $2,169,445 | U.S. Bank, National Association | 125 |
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