Menlo Advisors LLC

California
Registered In
09/05/2002
Incorp. Date

Company Summary

Menlo Advisors LLC at 525 Middlefield Rd # 118, Menlo Park, Ca 94025 lists Tracey Seymour of Menlo Park, 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

Tracey Seymour Individual Agent
525 MIDDLEFIELD RD # 118, MENLO PARK, CA 94025-6663 (View Past Addresses)
Tracey Seymour Manager
525 MIDDLEFIELD RD # 118, MENLO PARK, CA 94025-6663 (View Past Addresses)
Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history

Map & Locations

525 MIDDLEFIELD RD # 118, MENLO PARK, CA 94025 View Map

Financials

Financial Information for Menlo Advisors LLC

Form 5500

MENLO ADVISORS, LLC

525 Middlefield Road - Suite 118, Menlo Park, Ca 94025 (650) 688-0300 EIN:72-1533493 Plan Admin:Tracey Seymour
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2021 Plan NameMENLO ADVISORS, LLC 401(K) AGE WEIGHTED PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$3,523,012 / $3,332,927 2021 MENLO ADVISORS, LLC 401(K) AGE WEIGHTED PROFIT SHARING PLAN - Plan #001 3 / 2 $3,523,012 / $3,332,927
2020 Plan NameMENLO ADVISORS, LLC 401(K) AGE WEIGHTED PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,656,920 / $3,523,012 2020 MENLO ADVISORS, LLC 401(K) AGE WEIGHTED PROFIT SHARING PLAN - Plan #001 3 / 3 $2,656,920 / $3,523,012
2019 Plan NameMENLO ADVISORS, LLC 401(K) AGE WEIGHTED PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,180,964 / $2,656,920 2019 MENLO ADVISORS, LLC 401(K) AGE WEIGHTED PROFIT SHARING PLAN - Plan #001 3 / 3 $2,180,964 / $2,656,920
Benefit & Retirement Plans based on Form 5500.
PPP Loans

MENLO ADVISORS LLC

1045 Cascade Dr, MENLO PARK, CA 94025-6663
Loan Date Approved Forgiven Lender Jobs
04/29/2020 Approved$25,000 Forgiven$25,231 LenderComerica Bank Jobs3 04/29/2020 $25,000 $25,231 Comerica Bank 3
PPP Loans based on Paycheck Protection Program.

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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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