Leo Lam, Inc.

Leo Lam Individual Agent	1145 PINETO PL, PLEASANTON, CA 94566
Leo Lam CEO	1145 PINETO PL, PLEASANTON, CA 94566

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3589 NEVADA ST STE A, PLEASANTON, CA 94566 (Mailing) View Map

Form 5500

1145 Pineto Place, Pleasanton, Ca 94566 (925) 484-3690 EIN:94-3248138 Plan Admin:Leo Lam

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameLEO LAM INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 4 Assets BOY/EOY$3,684,072 / $4,045,998	2023	LEO LAM INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	12 / 4	$3,684,072 / $4,045,998
2022	Plan NameLEO LAM INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY52 / 11 Assets BOY/EOY$6,582,015 / $3,684,072	2022	LEO LAM INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	52 / 11	$6,582,015 / $3,684,072
2021	Plan NameLEO LAM INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY55 / 52 Assets BOY/EOY$5,487,465 / $6,582,015	2021	LEO LAM INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	55 / 52	$5,487,465 / $6,582,015
2020	Plan NameLEO LAM INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY52 / 55 Assets BOY/EOY$4,102,800 / $5,487,465	2020	LEO LAM INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	52 / 55	$4,102,800 / $5,487,465
2019	Plan NameLEO LAM INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY50 / 50 Assets BOY/EOY$3,380,732 / $4,102,800	2019	LEO LAM INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	50 / 50	$3,380,732 / $4,102,800

Benefit & Retirement Plans based on Form 5500.

PPP Loans

3589 Nevada St, Pleasanton, CA 94566-6323 Industry:Commercial Printing (except Screen and Books)

Loan Date	Approved	Forgiven	Lender	Jobs
02/27/2021	Approved$425,000 Forgiven$426,700 LenderBMO Bank National Association Jobs48	02/27/2021	$425,000	$426,700	BMO Bank National Association	48
04/30/2020	Approved$441,195 Forgiven$445,239 LenderBMO Bank National Association Jobs49	04/30/2020	$441,195	$445,239	BMO Bank National Association	49

PPP Loans based on Paycheck Protection Program.

Address Match:3589 Nevada St Pleasanton, CA

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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

Company Summary