Fmt Consultants, LLC at 1808 Aston Ave STE 130, Carlsbad, Ca 92008 lists Eric Casazza and Tom Gildred of Carlsbad, CA as the associates.
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Charles Figueroa
Individual Agent
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1808 ASTON AVE STE 130, CARLSBAD, CA 92008
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Eric Casazza
CEO
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1808 ASTON AVE STE 130, CARLSBAD, CA 92008
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Tom Gildred
Manager
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1808 ASTON AVE STE 130, CARLSBAD, CA 92008
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Eric Casazza
Manager
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1808 ASTON AVE STE 130, CARLSBAD, CA 92008
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1808 ASTON AVE STE 130, CARLSBAD, CA 92008
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameFINANCIAL MANAGEMENT TECHNOLOGIES RET PLAN Plan #001 Participants BOY/EOY110 / 129 Assets BOY/EOY$6,258,806 / $5,411,418 | 2022 | FINANCIAL MANAGEMENT TECHNOLOGIES RET PLAN - Plan #001 | 110 / 129 | $6,258,806 / $5,411,418 |
| 2021 | Plan NameFINANCIAL MANAGEMENT TECHNOLOGIES RET PLAN Plan #001 Participants BOY/EOY110 / 110 Assets BOY/EOY$5,226,927 / $6,258,806 | 2021 | FINANCIAL MANAGEMENT TECHNOLOGIES RET PLAN - Plan #001 | 110 / 110 | $5,226,927 / $6,258,806 |
| 2020 | Plan NameFINANCIAL MANAGEMENT TECHNOLOGIES RET PLAN Plan #001 Participants BOY/EOY107 / 108 Assets BOY/EOY$3,861,184 / $5,226,927 | 2020 | FINANCIAL MANAGEMENT TECHNOLOGIES RET PLAN - Plan #001 | 107 / 108 | $3,861,184 / $5,226,927 |
| 2019 | Plan NameFINANCIAL MANAGEMENT TECHNOLOGIES RET PLAN Plan #001 Participants BOY/EOY109 / 100 Assets BOY/EOY$3,152,918 / $3,861,184 | 2019 | FINANCIAL MANAGEMENT TECHNOLOGIES RET PLAN - Plan #001 | 109 / 100 | $3,152,918 / $3,861,184 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$1,365,705 Forgiven$1,372,964 LenderU.S. Bank, National Association Jobs67 | 04/11/2020 | $1,365,705 | $1,372,964 | U.S. Bank, National Association | 67 |
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Fmt Consultants, Inc.
Registered in California
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Carlsbad, CA | View Report | |
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