Barclay Associates LLC

San Anslemo, CA

California

Registered In

01/01/2002

Incorp. Date

Company Summary

Barclay Associates LLC at 731 Butterfield Rd, San Anslemo, Ca 94960 lists Steven Zimmerman of San Anslemo, CA and Michael Zimmerman of Oakland, CA.

Steven Zimmerman Individual Agent	731 BUTTERFIELD RD, SAN ANSLEMO, CA 94960
Steven Zimmerman CEO	731 BUTTERFIELD RD, SAN ANSLEMO, CA 94960
Michael Zimmerman Manager	430 MODOC AVE, OAKLAND, CA 94618
Steven Zimmerman Manager	731 BUTTERFIELD RD, SAN ANSLEMO, CA 94960
David Zimmerman Manager	11210 THELIN DR, TRUCKEE, CA 96131

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731 BUTTERFIELD RD, SAN ANSLEMO, CA 94960 View Map

Form 5500

731 Butterfield Road, San Anselmo, Ca 94960 (415) 684-7686 EIN:94-3069948 Plan Admin:Steven A. Zimmerman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameBARCLAY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY1 / 0 Assets BOY/EOY$1,646,027 / $0	2022	BARCLAY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN - Plan #001	1 / 0	$1,646,027 / $0
2021	Plan NameBARCLAY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$1,380,744 / $1,646,027	2021	BARCLAY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN - Plan #001	1 / 1	$1,380,744 / $1,646,027
2020	Plan NameBARCLAY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 1 Assets BOY/EOY$1,694,824 / $1,380,744	2020	BARCLAY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN - Plan #001	2 / 1	$1,694,824 / $1,380,744
2019	Plan NameBARCLAY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,364,179 / $1,694,824	2019	BARCLAY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$1,364,179 / $1,694,824

Benefit & Retirement Plans based on Form 5500.

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Address Match:731 Butterfield Rd San Anslemo, CA

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Person/City Match:Michael Zimmerman - Oakland, CA

Temescal Creek Medicine Professional Corporation Registered in California	Oakland, CA		View Report

Person/City Match:David Zimmerman - Truckee, CA

The Kansha Foundation Registered in California	Truckee, CA Petaluma, CA		View Report

The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor

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