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