Resource Area for Teaching at 1355 Ridder Park Dr, San Jose, Ca 95131 lists Jason Michael Morrella and Kathy Yates of San Jose, CA as associates.
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Jason Morrella
Individual Agent
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1355 RIDDER PARK DR, SAN JOSE, CA 95131
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Jason Michael Morrella
CEO
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1355 RIDDER PARK DR, SAN JOSE, CA 95131
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Kathy Yates
Chief Financial Officer
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20249 VIEW CREST DR, SAN JOSE, CA 95120
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Stefan Raffl
Secretary
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998 HIGHLAND CIR, LOS ALTOS, CA 94024
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1355 RIDDER PARK DR, SAN JOSE, CA 95131
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameRESOURCE AREA FOR TEACHING 403(B) PLAN Plan #001 Participants BOY/EOY43 / 43 Assets BOY/EOY$1,044,707 / $1,426,159 | 2023 | RESOURCE AREA FOR TEACHING 403(B) PLAN - Plan #001 | 43 / 43 | $1,044,707 / $1,426,159 |
| 2022 | Plan NameRESOURCE AREA FOR TEACHING 403(B) PLAN Plan #001 Participants BOY/EOY30 / 43 Assets BOY/EOY$969,487 / $1,044,707 | 2022 | RESOURCE AREA FOR TEACHING 403(B) PLAN - Plan #001 | 30 / 43 | $969,487 / $1,044,707 |
| 2021 | Plan NameRESOURCE AREA FOR TEACHING 403(B) PLAN Plan #001 Participants BOY/EOY32 / 30 Assets BOY/EOY$552,491 / $969,487 | 2021 | RESOURCE AREA FOR TEACHING 403(B) PLAN - Plan #001 | 32 / 30 | $552,491 / $969,487 |
| 2020 | Plan NameRESOURCE AREA FOR TEACHING 403(B) PLAN Plan #001 Participants BOY/EOY29 / 32 Assets BOY/EOY$360,969 / $552,491 | 2020 | RESOURCE AREA FOR TEACHING 403(B) PLAN - Plan #001 | 29 / 32 | $360,969 / $552,491 |
| 2019 | Plan NameRESOURCE AREA FOR TEACHING 403(B) PLAN Plan #001 Participants BOY/EOY25 / 29 Assets BOY/EOY$304,230 / $360,969 | 2019 | RESOURCE AREA FOR TEACHING 403(B) PLAN - Plan #001 | 25 / 29 | $304,230 / $360,969 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps39 Contributions$1,408,146 Revenue$3,025,404 Expenses$3,367,221 Assets EOY$16,657,654 Liabilities$434,745 | 2022 | 39 | $1,408,146 | $3,025,404 | $3,367,221 | $16,657,654 | $434,745 |
| 2021 | # of Emps33 Contributions$1,066,406 Revenue$2,108,943 Expenses$3,154,601 Assets EOY$18,680,172 Liabilities$780,660 | 2021 | 33 | $1,066,406 | $2,108,943 | $3,154,601 | $18,680,172 | $780,660 |
| 2020 | # of Emps27 Contributions$961,811 Revenue$9,477,572 Expenses$2,973,795 Assets EOY$17,783,366 Liabilities$667,890 | 2020 | 27 | $961,811 | $9,477,572 | $2,973,795 | $17,783,366 | $667,890 |
| 2019 | # of Emps0 Contributions$241,683 Revenue$581,943 Expenses$1,268,049 Assets EOY$10,332,272 Liabilities$117,574 | 2019 | 0 | $241,683 | $581,943 | $1,268,049 | $10,332,272 | $117,574 |
| 2018 | # of Emps38 Contributions$735,841 Revenue$1,710,052 Expenses$2,578,802 Assets EOY$10,910,556 Liabilities$111,456 | 2018 | 38 | $735,841 | $1,710,052 | $2,578,802 | $10,910,556 | $111,456 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/23/2021 | Approved$396,193 Forgiven$398,722 LenderZions Bank, A Division of Jobs29 | 03/23/2021 | $396,193 | $398,722 | Zions Bank, A Division of | 29 |
| 04/27/2020 | Approved$256,296 Forgiven$258,691 LenderBayFirst National Bank Jobs18 | 04/27/2020 | $256,296 | $258,691 | BayFirst National Bank | 18 |
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