Accessity at Ca lists Elizabeth Schott and Javier V Islas of San Diego, CA as associates.
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Elizabeth Schott
Individual Agent
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404 EUCLID AVE STE 271, SAN DIEGO, CA 92114
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Elizabeth Schott
CEO
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404 EUCLID AVE STE 271, SAN DIEGO, CA 92114
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Javier V Islas
Chief Financial Officer
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404 EUCLID AVE STE 271, SAN DIEGO, CA 92114
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Stacey Kartchner
Secretary
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404 EUCLID AVE STE 271, SAN DIEGO, CA 92114
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CA
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404 EUCLID AVE STE 271, SAN DIEGO, CA 92114
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameACCESSITY 403(B) PLAN Plan #001 Participants BOY/EOY30 / 33 Assets BOY/EOY$885,085 / $947,523 | 2022 | ACCESSITY 403(B) PLAN - Plan #001 | 30 / 33 | $885,085 / $947,523 |
| 2021 | Plan NameACCESSITY 403(B) PLAN Plan #001 Participants BOY/EOY30 / 30 Assets BOY/EOY$628,878 / $885,085 | 2021 | ACCESSITY 403(B) PLAN - Plan #001 | 30 / 30 | $628,878 / $885,085 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps36 Contributions$3,649,524 Revenue$5,295,637 Expenses$3,691,234 Assets EOY$20,405,394 Liabilities$5,121,550 | 2022 | 36 | $3,649,524 | $5,295,637 | $3,691,234 | $20,405,394 | $5,121,550 |
| 2021 | # of Emps34 Contributions$2,890,484 Revenue$4,197,275 Expenses$3,462,623 Assets EOY$20,855,169 Liabilities$7,175,728 | 2021 | 34 | $2,890,484 | $4,197,275 | $3,462,623 | $20,855,169 | $7,175,728 |
| 2020 | # of Emps36 Contributions$5,096,127 Revenue$6,323,193 Expenses$3,257,844 Assets EOY$20,556,045 Liabilities$7,611,256 | 2020 | 36 | $5,096,127 | $6,323,193 | $3,257,844 | $20,556,045 | $7,611,256 |
| 2019 | # of Emps30 Contributions$1,763,039 Revenue$3,123,807 Expenses$2,677,616 Assets EOY$12,158,136 Liabilities$2,278,696 | 2019 | 30 | $1,763,039 | $3,123,807 | $2,677,616 | $12,158,136 | $2,278,696 |
| 2018 | # of Emps33 Contributions$1,717,381 Revenue$3,005,261 Expenses$2,411,344 Assets EOY$11,327,888 Liabilities$1,894,639 | 2018 | 33 | $1,717,381 | $3,005,261 | $2,411,344 | $11,327,888 | $1,894,639 |
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