Valley Oak Partners, LLC

California
Registered In
01/11/2008
Incorp. Date

Company Summary

Valley Oak Partners, LLC at 734 The Alameda, San Jose, Ca 95126 lists Stephen Fisher and Mark Russell of San Jose, CA as associates.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
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People

Stephen Fisher Individual Agent
734 THE ALAMEDA, SAN JOSE, CA 95126 (View Past Addresses)
Stephen Fisher Manager
734 THE ALAMEDA, SAN JOSE, CA 95112 (View Past Addresses)
Mark Russell Manager
734 THE ALAMEDA, SAN JOSE, CA 95126 (View Past Addresses)
Greg Poncetta Manager
734 THE ALAMEDA, SAN JOSE, CA 95126 (View Past Addresses)
Showing current associates only (4 of 7 total associates). Create a free account to see the full associate history

Map & Locations

734 THE ALAMEDA, SAN JOSE, CA 95126 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Valley Oak Partners, LLC

Form 5500

VALLEY OAK PARTNERS, LLC

734 The Alameda, San Jose, Ca 95126 (408) 282-9700 EIN:90-0351668 Plan Admin:Mark Russell
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameVALLEY OAK PARTNERS, LLC 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY10 / 12 Assets BOY/EOY$819,425 / $850,250 2022 VALLEY OAK PARTNERS, LLC 401(K) PLAN & TRUST - Plan #001 10 / 12 $819,425 / $850,250
2021 Plan NameVALLEY OAK PARTNERS, LLC 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$454,600 / $819,425 2021 VALLEY OAK PARTNERS, LLC 401(K) PLAN & TRUST - Plan #001 9 / 10 $454,600 / $819,425
2020 Plan NameVALLEY OAK PARTNERS, LLC 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$341,928 / $454,600 2020 VALLEY OAK PARTNERS, LLC 401(K) PLAN & TRUST - Plan #001 9 / 9 $341,928 / $454,600
2019 Plan NameVALLEY OAK PARTNERS, LLC 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY7 / 9 Assets BOY/EOY$244,784 / $341,928 2019 VALLEY OAK PARTNERS, LLC 401(K) PLAN & TRUST - Plan #001 7 / 9 $244,784 / $341,928
Benefit & Retirement Plans based on Form 5500.
PPP Loans

VALLEY OAK PARTNERS, LLC

734 The Alameda, SAN JOSE, CA 95126-3154 Industry:Other Activities Related to Real Estate
Loan Date Approved Forgiven Lender Jobs
04/09/2020 Approved$120,000 Forgiven$120,983 LenderFremont Bank Jobs6 04/09/2020 $120,000 $120,983 Fremont Bank 6
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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