Prime Fiduciary Services, LLC

California
Registered In
04/07/2005
Incorp. Date

Company Summary

Prime Fiduciary Services, LLC at 350 2nd ST STE 2, Los Altos, Ca 94022 lists Sheila Bradford and Charley Tucker of Los Altos, CA as associates.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company - Ca
Status
Active
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Sheila Bradford Individual Agent
350 2ND ST STE 2, LOS ALTOS, CA 94022
Sheila Bradford Manager
350 2ND ST STE 2, LOS ALTOS, CA 94022
Charley Tucker Manager
350 2ND ST STE 2, LOS ALTOS, CA 94022
Bonnie Burdett Manager
350 2ND ST STE 2, LOS ALTOS, CA 94022
Joyce Anthony Manager
350 2ND ST STE 2, LOS ALTOS, CA 94022
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350 2ND ST STE 2, LOS ALTOS, CA 94022 View Map
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Financial Information for Prime Fiduciary Services, LLC

Form 5500

PRIME FIDUCIARY SERVICES, LLC

350 2nd Street, Ste. 2, Los Altos, Ca 94022 (650) 383-5313 EIN:11-3748954 Plan Admin:Charley Tucker
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NamePRIME FIDUCIARY SERVICES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 7 Assets BOY/EOY$1,522,564 / $1,564,125 2022 PRIME FIDUCIARY SERVICES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 7 $1,522,564 / $1,564,125
2021 Plan NamePRIME FIDUCIARY SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,198,983 / $1,522,564 2021 PRIME FIDUCIARY SERVICES 401(K) PLAN - Plan #001 5 / 5 $1,198,983 / $1,522,564
2020 Plan NamePRIME FIDUCIARY SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$978,550 / $1,198,983 2020 PRIME FIDUCIARY SERVICES 401(K) PLAN - Plan #001 6 / 5 $978,550 / $1,198,983
2019 Plan NamePRIME FIDUCIARY SERVICES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$654,844 / $978,550 2019 PRIME FIDUCIARY SERVICES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 6 $654,844 / $978,550
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PRIME FIDUCIARY SERVICES, LLC

350 2nd St Ste 2, Los Altos, CA 94022-3602 Industry:Trust, Fiduciary, and Custody Activities Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/14/2020 Approved$51,300 Forgiven$51,722 LenderJPMorgan Chase Bank, National Association Jobs3 04/14/2020 $51,300 $51,722 JPMorgan Chase Bank, National Association 3
PPP Loans based on Paycheck Protection Program.
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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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