Fundx Investment Group LLC
California
Registered In
05/16/1997
Incorp. Date
Company Summary
Fundx Investment Group LLC at 101 Montgomery ST STE 2400, San Francisco, Ca 94104 lists Janet M Brown of San Francisco, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Janet M Brown
Individual Agent
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101 MONTGOMERY ST STE 2400, SAN FRANCISCO, CA 94104
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Janet M Brown
Manager
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101 MONTGOMERY ST STE 2400, SAN FRANCISCO, CA 94104
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Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history
Map & Locations
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101 MONTGOMERY ST STE 2400, SAN FRANCISCO, CA 94104
View Map
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Financials
Financial Information for Fundx Investment Group LLC
Form 5500
FUNDX INVESTMENT GROUP LLC
235 Montgomery St. Ste. 1049, San Francisco, Ca 94104 (415) 986-7979 EIN:94-3271777 Plan Admin:Jeff Smith| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameFUNDX INVESTMENT GROUP 401(K) PLAN Plan #002 Participants BOY/EOY17 / 12 Assets BOY/EOY$10,996,217 / $3,460,282 | 2022 | FUNDX INVESTMENT GROUP 401(K) PLAN - Plan #002 | 17 / 12 | $10,996,217 / $3,460,282 |
| 2022 | Plan NameFUNDX INVESTMENT GROUP CASH BALANCE PLAN Plan #003 Participants BOY/EOY2 / 0 Assets BOY/EOY$8,207 / $0 | 2022 | FUNDX INVESTMENT GROUP CASH BALANCE PLAN - Plan #003 | 2 / 0 | $8,207 / $0 |
| 2021 | Plan NameFUNDX INVESTMENT GROUP 401(K) PLAN Plan #002 Participants BOY/EOY19 / 17 Assets BOY/EOY$9,973,043 / $10,996,217 | 2021 | FUNDX INVESTMENT GROUP 401(K) PLAN - Plan #002 | 19 / 17 | $9,973,043 / $10,996,217 |
| 2021 | Plan NameFUNDX INVESTMENT GROUP CASH BALANCE PLAN Plan #003 Participants BOY/EOY17 / 2 Assets BOY/EOY$969,121 / $8,207 | 2021 | FUNDX INVESTMENT GROUP CASH BALANCE PLAN - Plan #003 | 17 / 2 | $969,121 / $8,207 |
| 2020 | Plan NameFUNDX INVESTMENT GROUP 401(K) PLAN Plan #002 Participants BOY/EOY19 / 19 Assets BOY/EOY$8,052,433 / $9,973,043 | 2020 | FUNDX INVESTMENT GROUP 401(K) PLAN - Plan #002 | 19 / 19 | $8,052,433 / $9,973,043 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FUNDX INVESTMENT GROUP LLC
STE 2400 101 Montgomery St, San Francisco, Ca 94104| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 06/29/2020 | Approved$456,807 Forgiven$0 LenderCross River Bank Jobs15 | 06/29/2020 | $456,807 | $0 | Cross River Bank | 15 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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