Equity Ag Financial, Inc. at 3160 Lionshead Ave UNIT 1, Carlsbad, Ca 92010 lists Marilena Marrelli and Philip Posner of Carlsbad, CA as associates.
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Tomas Morales
Individual Agent
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3160 LIONSHEAD AVE UNIT 1, CARLSBAD, CA 92010
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Marilena Marrelli
CEO
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3160 LIONSHEAD AVE UNIT 1, CARLSBAD, CA 92010
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Philip Posner
Chief Financial Officer
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3160 LIONSHEAD AVE UNIT 1, CARLSBAD, CA 92010
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Marilena Marrelli
Director
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3160 LIONSHEAD AVE UNIT 1, CARLSBAD, CA 92010
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Carol Marrelli
Director
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3160 LIONSHEAD AVE UNIT 1, CARLSBAD, CA 92010
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Marilena Marrelli
Secretary
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3160 LIONSHEAD AVE UNIT 1, CARLSBAD, CA 92010
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3160 LIONSHEAD AVE UNIT 1, CARLSBAD, CA 92010
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameEQUITY AG FINANCIAL SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY37 / 40 Assets BOY/EOY$2,606,836 / $3,138,971 | 2023 | EQUITY AG FINANCIAL SAFE HARBOR 401(K) PLAN - Plan #001 | 37 / 40 | $2,606,836 / $3,138,971 |
| 2022 | Plan NameEQUITY AG FINANCIAL SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY39 / 36 Assets BOY/EOY$3,179,291 / $2,606,836 | 2022 | EQUITY AG FINANCIAL SAFE HARBOR 401(K) PLAN - Plan #001 | 39 / 36 | $3,179,291 / $2,606,836 |
| 2021 | Plan NameEQUITY AG FINANCIAL SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY42 / 39 Assets BOY/EOY$2,714,029 / $3,179,291 | 2021 | EQUITY AG FINANCIAL SAFE HARBOR 401(K) PLAN - Plan #001 | 42 / 39 | $2,714,029 / $3,179,291 |
| 2020 | Plan NameEQUITY AG FINANCIAL SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY51 / 41 Assets BOY/EOY$2,243,718 / $2,714,029 | 2020 | EQUITY AG FINANCIAL SAFE HARBOR 401(K) PLAN - Plan #001 | 51 / 41 | $2,243,718 / $2,714,029 |
| 2019 | Plan NameEQUITY AG FINANCIAL SAFE HARBOR 401(K) PLAN Plan #001 Participants BOY/EOY54 / 51 Assets BOY/EOY$1,728,481 / $2,243,718 | 2019 | EQUITY AG FINANCIAL SAFE HARBOR 401(K) PLAN - Plan #001 | 54 / 51 | $1,728,481 / $2,243,718 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/21/2021 | Approved$349,735 Forgiven$351,746 LenderBMO Bank National Association Jobs23 | 01/21/2021 | $349,735 | $351,746 | BMO Bank National Association | 23 |
| 04/15/2020 | Approved$323,106 Forgiven$326,508 LenderBMO Bank National Association Jobs23 | 04/15/2020 | $323,106 | $326,508 | BMO Bank National Association | 23 |
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration