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.
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James Rees
Individual Agent
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985 UNIVERSITY AVENUE #12 LOS GATOS, LOS GATOS, CA 95032
(View Past Addresses)
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James Rees
Manager
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985 UNIVERSITY AVENUE #12 LOS GATOS, LOS GATOS, CA 95032
(View Past Addresses)
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985 UNIVERSITY AVENUE #12 LOS GATOS, LOS GATOS, CA 95032
View Map
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| 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 |
| 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 |
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