Capital Region Financial Group, LLC

Folsom, CA

California

Registered In

07/05/2000

Incorp. Date

Company Summary

Capital Region Financial Group, LLC at 101 Parkshore Dr STE 100, Folsom, Ca 95630 lists Melissa Yano of Folsom, CA as the associate.

Overview

Registered In

California

Incorporation Date

07/05/2000

Company Type

Limited Liability Company - Ca

Status

Active

Registration Type

Domestic

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People

Melissa Yano Individual Agent	101 PARKSHORE DR STE 100, FOLSOM, CA 95630
Melissa Yano CEO	101 PARKSHORE DR STE 100, FOLSOM, CA 95630
Melissa Yano Manager	101 PARKSHORE DR STE 100, FOLSOM, CA 95630

Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history

Map & Locations

101 PARKSHORE DR STE 100, FOLSOM, CA 95630 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Capital Region Financial Group, LLC

Form 5500

CAPITAL REGION FINANCIAL GROUP LLC

101 Parkshore Drive Suite 100, Folsom, Ca 95630 (916) 985-6000 EIN:68-0456235 Plan Admin:Melissa M Yano

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCAPITAL REGION FINANCIAL GROUP 401K AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$394,045 / $498,157	2023	CAPITAL REGION FINANCIAL GROUP 401K AND PROFIT SHARING PLAN - Plan #001	2 / 2	$394,045 / $498,157
2022	Plan NameCAPITAL REGION FINANCIAL GROUP 401K AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$399,356 / $394,045	2022	CAPITAL REGION FINANCIAL GROUP 401K AND PROFIT SHARING PLAN - Plan #001	2 / 2	$399,356 / $394,045
2021	Plan NameCAPITAL REGION FINANCIAL GROUP 401K AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 2 Assets BOY/EOY$511,540 / $399,356	2021	CAPITAL REGION FINANCIAL GROUP 401K AND PROFIT SHARING PLAN - Plan #001	4 / 2	$511,540 / $399,356
2020	Plan NameCAPITAL REGION FINANCIAL GROUP 401(K) AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$433,260 / $511,540	2020	CAPITAL REGION FINANCIAL GROUP 401(K) AND PROFIT SHARING PLAN - Plan #001	4 / 4	$433,260 / $511,540
2019	Plan NameCAPITAL REGION FINANCIAL GROUP 401(K) AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$596,822 / $433,260	2019	CAPITAL REGION FINANCIAL GROUP 401(K) AND PROFIT SHARING PLAN - Plan #001	4 / 4	$596,822 / $433,260

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor