San Jose Grail Family Services at 2003 E San Antonio St, San Jose, Ca 95116 lists Veronica Goei and Diana Gilbert of San Jose, CA as associates.
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Veronica Goei
Individual Agent
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2003 E SAN ANTONIO ST, SAN JOSE, CA 95116-3048
(View Past Addresses)
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Veronica Goei
CEO
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2003 E SAN ANTONIO ST, SAN JOSE, CA 95116-3048
(View Past Addresses)
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Diana Gilbert
Chief Financial Officer
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2003 E SAN ANTONIO ST, SAN JOSE, CA 95116
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Elizabeth Luna
Secretary
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2003 E SAN ANTONIO ST, SAN JOSE, CA 95116
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2003 E SAN ANTONIO ST, SAN JOSE, CA 95116
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2003 E SAN ANTONIO ST, SAN JOSE, CA 95116-3048
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2023 | Plan NameSAN JOSE GRAIL FAMILY SERVICES 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY47 / 61 Assets BOY/EOY$272,335 / $407,780 | 2023 | SAN JOSE GRAIL FAMILY SERVICES 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 47 / 61 | $272,335 / $407,780 |
| 2022 | Plan NameSAN JOSE GRAIL FAMILY SERVICES 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY38 / 47 Assets BOY/EOY$164,809 / $272,335 | 2022 | SAN JOSE GRAIL FAMILY SERVICES 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 38 / 47 | $164,809 / $272,335 |
| 2021 | Plan NameSAN JOSE GRAIL FAMILY SERVICES 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY33 / 38 Assets BOY/EOY$77,817 / $164,809 | 2021 | SAN JOSE GRAIL FAMILY SERVICES 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 33 / 38 | $77,817 / $164,809 |
| 2020 | Plan NameSAN JOSE GRAIL FAMILY SERVICES 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY27 / 32 Assets BOY/EOY$42,630 / $77,817 | 2020 | SAN JOSE GRAIL FAMILY SERVICES 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 27 / 32 | $42,630 / $77,817 |
| 2019 | Plan NameSAN JOSE GRAIL FAMILY SERVICES 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY27 / 27 Assets BOY/EOY$19,435 / $42,630 | 2019 | SAN JOSE GRAIL FAMILY SERVICES 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 27 / 27 | $19,435 / $42,630 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
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| 2022 | # of Emps27 Contributions$2,659,738 Revenue$2,660,452 Expenses$2,543,531 Assets EOY$5,268,490 Liabilities$453,869 | 2022 | 27 | $2,659,738 | $2,660,452 | $2,543,531 | $5,268,490 | $453,869 |
| 2021 | # of Emps23 Contributions$4,324,628 Revenue$4,325,205 Expenses$1,855,242 Assets EOY$5,030,504 Liabilities$332,804 | 2021 | 23 | $4,324,628 | $4,325,205 | $1,855,242 | $5,030,504 | $332,804 |
| 2020 | # of Emps21 Contributions$1,702,616 Revenue$2,015,532 Expenses$1,493,331 Assets EOY$2,361,815 Liabilities$134,078 | 2020 | 21 | $1,702,616 | $2,015,532 | $1,493,331 | $2,361,815 | $134,078 |
| 2019 | # of Emps23 Contributions$2,167,147 Revenue$2,193,208 Expenses$1,359,591 Assets EOY$1,797,445 Liabilities$91,909 | 2019 | 23 | $2,167,147 | $2,193,208 | $1,359,591 | $1,797,445 | $91,909 |
| 2018 | # of Emps24 Contributions$1,123,970 Revenue$1,132,451 Expenses$1,129,344 Assets EOY$966,197 Liabilities$94,278 | 2018 | 24 | $1,123,970 | $1,132,451 | $1,129,344 | $966,197 | $94,278 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$164,590 Forgiven$166,186 LenderSelf-Help FCU Jobs14 | 04/27/2020 | $164,590 | $166,186 | Self-Help FCU | 14 |
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