California Water Efficiency Partnership at 901 F ST STE 225, Sacramento, Ca 95814 lists Sarah Foley and Lisa Morgan-Perales of Sacramento, CA as the associates.
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Sarah Foley
Individual Agent
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901 F ST STE 225, SACRAMENTO, CA 95814
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Sarah Foley
CEO
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901 F ST STE 225, SACRAMENTO, CA 95814
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Lisa Morgan-Perales
Chief Financial Officer
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901 F ST STE 225, SACRAMENTO, CA 95814
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Lisa Morgan-Perales
Secretary
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901 F ST STE 225, SACRAMENTO, CA 95814
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901 F ST STE 225, SACRAMENTO, CA 95814
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2022 | Plan NameCALIFORNIA WATER EFFICIENCY PARTNERSHIP 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$830,105 / $795,478 | 2022 | CALIFORNIA WATER EFFICIENCY PARTNERSHIP 401(K) RETIREMENT PLAN - Plan #001 | 11 / 11 | $830,105 / $795,478 |
| 2021 | Plan NameCALIFORNIA WATER EFFICIENCY PARTNERSHIP 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$675,032 / $830,105 | 2021 | CALIFORNIA WATER EFFICIENCY PARTNERSHIP 401(K) RETIREMENT PLAN - Plan #001 | 11 / 11 | $675,032 / $830,105 |
| 2020 | Plan NameCALIFORNIA WATER EFFICIENCY PARTNERSHIP 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$556,279 / $675,032 | 2020 | CALIFORNIA WATER EFFICIENCY PARTNERSHIP 401(K) RETIREMENT PLAN - Plan #001 | 10 / 11 | $556,279 / $675,032 |
| 2019 | Plan NameCALIFORNIA WATER EFFICIENCY PARTNERSHIP 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$433,034 / $556,279 | 2019 | CALIFORNIA WATER EFFICIENCY PARTNERSHIP 401(K) RETIREMENT PLAN - Plan #001 | 10 / 10 | $433,034 / $556,279 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
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| 2022 | # of Emps7 Contributions$238,693 Revenue$1,891,790 Expenses$1,729,902 Assets EOY$2,113,390 Liabilities$1,073,363 | 2022 | 7 | $238,693 | $1,891,790 | $1,729,902 | $2,113,390 | $1,073,363 |
| 2021 | # of Emps6 Contributions$279,740 Revenue$1,716,401 Expenses$1,560,146 Assets EOY$1,615,962 Liabilities$737,823 | 2021 | 6 | $279,740 | $1,716,401 | $1,560,146 | $1,615,962 | $737,823 |
| 2020 | # of Emps6 Contributions$259,740 Revenue$1,098,186 Expenses$881,703 Assets EOY$868,575 Liabilities$146,691 | 2020 | 6 | $259,740 | $1,098,186 | $881,703 | $868,575 | $146,691 |
| 2019 | # of Emps5 Contributions$377,867 Revenue$1,183,588 Expenses$990,570 Assets EOY$707,439 Liabilities$202,024 | 2019 | 5 | $377,867 | $1,183,588 | $990,570 | $707,439 | $202,024 |
| 2018 | # of Emps5 Contributions$138,731 Revenue$855,379 Expenses$1,023,407 Assets EOY$475,117 Liabilities$162,872 | 2018 | 5 | $138,731 | $855,379 | $1,023,407 | $475,117 | $162,872 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/26/2021 | Approved$76,800 Forgiven$77,168 LenderU.S. Bank, National Association Jobs6 | 02/26/2021 | $76,800 | $77,168 | U.S. Bank, National Association | 6 |
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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 Internal Revenue Service