Lisa Kit Yi Ko Optometrist, Inc.

Lisa Ko Individual Agent	618 BLOSSOM HILL RD STE 100, SAN JOSE, CA 95123
Lisa Ko CEO	618 BLOSSOM HILL RD STE 100, SAN JOSE, CA 95123
Lisa Ko Chief Financial Officer	618 BLOSSOM HILL RD STE 100, SAN JOSE, CA 95123
Lisa Ko Director	618 BLOSSOM HILL RD STE 100, SAN JOSE, CA 95123
Lisa Ko Secretary	618 BLOSSOM HILL RD STE 100, SAN JOSE, CA 95123

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618 BLOSSOM HILL RD STE 100, SAN JOSE, CA 95123 (Mailing) View Map

Form 5500

618 Blossom Hill Road, STE 100, San Jose, Ca 95123 (408) 891-5629 EIN:77-0434190 Plan Admin:Lisa Kit Yi Ko Optometrist Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLISA KIT YI KO OPTOMETRIST INC 401 K PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY4 / 0 Assets BOY/EOY$816,638 / $0	2022	LISA KIT YI KO OPTOMETRIST INC 401 K PROFIT SHARING PLAN AND TRUST - Plan #001	4 / 0	$816,638 / $0
2021	Plan NameLISA KIT YI KO OPTOMETRIST INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$694,697 / $816,638	2021	LISA KIT YI KO OPTOMETRIST INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	2 / 2	$694,697 / $816,638
2020	Plan NameLISA KIT YI KO OPTOMETRIST INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$584,280 / $694,697	2020	LISA KIT YI KO OPTOMETRIST INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	2 / 2	$584,280 / $694,697
2019	Plan NameLISA KIT YI KO OPTOMETRIST INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$448,329 / $584,280	2019	LISA KIT YI KO OPTOMETRIST INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	2 / 2	$448,329 / $584,280

Benefit & Retirement Plans based on Form 5500.

PPP Loans

3424 Wasson Ct, San Jose, CA 95148-4322 Industry:Offices of All Other Miscellaneous Health Practitioners Franchise:Vision Source

Loan Date	Approved	Forgiven	Lender	Jobs
01/30/2021	Approved$31,295 Forgiven$31,465 LenderBank of America, National Association Jobs3	01/30/2021	$31,295	$31,465	Bank of America, National Association	3
05/01/2020	Approved$31,295 Forgiven$31,528 LenderBank of America, National Association Jobs3	05/01/2020	$31,295	$31,528	Bank of America, National Association	3

PPP Loans based on Paycheck Protection Program.

Address Match:618 Blossom Hill Rd Ste 100 San Jose, CA

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Person/City Match:Lisa Ko - San Jose, 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