Chen Financial Group, LLC
California
Registered In
04/20/2004
Incorp. Date
Company Summary
Chen Financial Group, LLC at 1600 W Hillsdale Blvd STE 102, San Mateo, Ca 94402 lists Curtis S Chen of Belmont, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Curtis S Chen
Individual Agent
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3314 BAY CT, BELMONT, CA 94002
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Curtis S Chen
CEO
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3314 BAY CT, BELMONT, CA 94002
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Curtis S Chen
Manager
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3314 BAY CT, BELMONT, CA 94002
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1600 W HILLSDALE BLVD STE 102, SAN MATEO, CA 94402
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3314 BAY CT, BELMONT, CA 94002
(Mailing)
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Financial Information for Chen Financial Group, LLC
Form 5500
CHEN FINANCIAL GROUP, LLC
3314 Bay Ct, Belmont, Ca 94002 (650) 631-0600 EIN:20-1152656 Plan Admin:Curtis S Chen| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCHEN FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$483,501 / $625,465 | 2023 | CHEN FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 3 / 4 | $483,501 / $625,465 |
| 2022 | Plan NameCHEN FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$391,791 / $483,501 | 2022 | CHEN FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $391,791 / $483,501 |
| 2021 | Plan NameCHEN FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$243,316 / $391,791 | 2021 | CHEN FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $243,316 / $391,791 |
| 2020 | Plan NameCHEN FINANCIAL GROUP, LLC 401(K) Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$104,817 / $243,316 | 2020 | CHEN FINANCIAL GROUP, LLC 401(K) - Plan #001 | 3 / 3 | $104,817 / $243,316 |
| 2019 | Plan NameCHEN FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $104,817 | 2019 | CHEN FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 0 / 3 | $0 / $104,817 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CHEN FINANCIAL GROUP, LLC
1070 Sixth Ave Ste 104, BELMONT, CA 94002 Industry:All Other Support Services Ethnicity:Not Hispanic or Latino| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$50,686 Forgiven$51,169 LenderSanta Cruz County Bank Jobs5 | 04/27/2020 | $50,686 | $51,169 | Santa Cruz County Bank | 5 |
PPP Loans based on Paycheck Protection Program.
Address Match:1600 W Hillsdale Blvd San Mateo, CA
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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
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