Boccardo Management Group, LLC

California
Registered In
02/11/1998
Incorp. Date

Company Summary

Boccardo Management Group, LLC at 985 University Avenue #12 Los Gatos, Los Gatos, Ca 95032 lists James Rees of Los Gatos, CA as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
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People

James Rees Individual Agent
985 UNIVERSITY AVENUE #12 LOS GATOS, LOS GATOS, CA 95032 (View Past Addresses)
James Rees Manager
985 UNIVERSITY AVENUE #12 LOS GATOS, LOS GATOS, CA 95032 (View Past Addresses)
Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history

Map & Locations

985 UNIVERSITY AVENUE #12 LOS GATOS, LOS GATOS, CA 95032 View Map
Showing current addresses only (1 of 3 total addresses). Create a free account to see the full address history

Financials

Financial Information for Boccardo Management Group, LLC

Form 5500

BOCCARDO MANAGEMENT GROUP, LLC

985 University Avenue, Suite 12, Los Gatos, Ca 95032 (408) 354-5222 EIN:77-0478734 Plan Admin:Trisha Mai
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBOCCARDO MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$492,234 / $616,155 2023 BOCCARDO MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 6 / 6 $492,234 / $616,155
2022 Plan NameBOCCARDO MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$566,789 / $492,234 2022 BOCCARDO MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 6 / 6 $566,789 / $492,234
2021 Plan NameBOCCARDO MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$979,147 / $566,789 2021 BOCCARDO MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 7 / 6 $979,147 / $566,789
2020 Plan NameBOCCARDO MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$850,769 / $979,147 2020 BOCCARDO MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 8 / 7 $850,769 / $979,147
2019 Plan NameBOCCARDO MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$661,144 / $850,769 2019 BOCCARDO MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 8 / 8 $661,144 / $850,769
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BOCCARDO MANAGEMENT GROUP, LLC

985 University Ave #12, Los Gatos, Ca 95032-7636 Industry:Offices of Other Holding Companies
Loan Date Approved Forgiven Lender Jobs
04/10/2020 Approved$114,500 Forgiven$116,103 LenderComerica Bank Jobs7 04/10/2020 $114,500 $116,103 Comerica Bank 7
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:985 University Avenue #12 Los Gatos Los Gatos, CA
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Person/City Match:James Rees - Los Gatos, CA
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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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