Jocelyn Pension Consulting, LLC at 100 Smith Ranch Rd STE 329, San Rafael, Ca 94903 lists Howardsimon, Llc of Riverwoods, IL as the associate.
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C T Corporation System
Registered 1505 Agent
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28 LIBERTY ST, NEW YORK, NY 10005
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Howardsimon, Llc
Manager
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304 SAUNDERS RD, RIVERWOODS, IL 60015
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100 SMITH RANCH RD STE 329, SAN RAFAEL, CA 94903
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2023 | Plan NameJOCELYN PENSION CONSULTING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY19 / 0 Assets BOY/EOY$2,213,315 / $0 | 2023 | JOCELYN PENSION CONSULTING, LLC 401(K) PLAN - Plan #001 | 19 / 0 | $2,213,315 / $0 |
| 2022 | Plan NameJOCELYN PENSION CONSULTING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY18 / 18 Assets BOY/EOY$2,776,719 / $2,213,315 | 2022 | JOCELYN PENSION CONSULTING, LLC 401(K) PLAN - Plan #001 | 18 / 18 | $2,776,719 / $2,213,315 |
| 2021 | Plan NameJOCELYN PENSION CONSULTING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY16 / 18 Assets BOY/EOY$3,000,525 / $2,776,719 | 2021 | JOCELYN PENSION CONSULTING, LLC 401(K) PLAN - Plan #001 | 16 / 18 | $3,000,525 / $2,776,719 |
| 2020 | Plan NameJOCELYN PENSION CONSULTING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 16 Assets BOY/EOY$2,397,280 / $3,000,525 | 2020 | JOCELYN PENSION CONSULTING, LLC 401(K) PLAN - Plan #001 | 13 / 16 | $2,397,280 / $3,000,525 |
| 2019 | Plan NameJOCELYN PENSION CONSULTING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$1,842,577 / $2,397,280 | 2019 | JOCELYN PENSION CONSULTING, LLC 401(K) PLAN - Plan #001 | 12 / 13 | $1,842,577 / $2,397,280 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 04/15/2020 | Approved$198,000 Forgiven$199,040 LenderFirst Western Trust Bank Jobs13 | 04/15/2020 | $198,000 | $199,040 | First Western Trust Bank | 13 |
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Jocelyn Consulting, LLC
Registered in California
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Belvedere Tiburon, CA Tiburon, CA (1 more) | View Report | |
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Jocelyn Investment Management LLC
Registered in California
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Chicago, IL San Rafael, CA | View Report |
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Jocelyn Pension Consulting of Colorado, LLC
Registered in Colorado
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Boulder, CO | View Report |
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Advantage Performance Group, Inc.
Registered in North Dakota
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Bismarck, ND San Rafael, CA | View Report | |
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Registered in California
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Registered in California
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Registered in California
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration