Chinese Abraham Investment Advisors LLC at 20111 Stevens Creek Blvd # 200, Cupertino, Ca 95014 lists William W Fung of Cupertino, CA as the associate.
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William Fung
Individual Agent
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20111 STEVENS CREEK BLVD # 200, CUPERTINO, CA 95014
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William W Fung
Manager
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20111 STEVENS CREEK BLVD # 200, CUPERTINO, CA 95014
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20111 STEVENS CREEK BLVD # 200, CUPERTINO, CA 95014
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCHINESE ABRAHAM INVESTMENT ADVISORS LLC DEFINED BENEFIT PLAN & TRUST Plan #002 Participants BOY/EOY4 / 0 Assets BOY/EOY$242,167 / $0 | 2023 | CHINESE ABRAHAM INVESTMENT ADVISORS LLC DEFINED BENEFIT PLAN & TRUST - Plan #002 | 4 / 0 | $242,167 / $0 |
| 2022 | Plan NameCHINESE ABRAHAM INVESTMENT ADVISORS LLC DEFINED BENEFIT PLAN & TRUST Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$279,445 / $242,167 | 2022 | CHINESE ABRAHAM INVESTMENT ADVISORS LLC DEFINED BENEFIT PLAN & TRUST - Plan #002 | 4 / 4 | $279,445 / $242,167 |
| 2022 | Plan NameCHINESE ABRAHAM INVESTMENT ADVISORS LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$236,594 / $235,048 | 2022 | CHINESE ABRAHAM INVESTMENT ADVISORS LLC 401K PROFIT SHARING PLAN - Plan #001 | 4 / 3 | $236,594 / $235,048 |
| 2021 | Plan NameCHINESE ABRAHAM INVESTMENT ADVISORS LLC DEFINED BENEFIT PLAN & TRUST Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$191,059 / $279,445 | 2021 | CHINESE ABRAHAM INVESTMENT ADVISORS LLC DEFINED BENEFIT PLAN & TRUST - Plan #002 | 4 / 4 | $191,059 / $279,445 |
| 2021 | Plan NameCHINESE ABRAHAM INVESTMENT ADVISORS LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$137,442 / $236,594 | 2021 | CHINESE ABRAHAM INVESTMENT ADVISORS LLC 401K PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $137,442 / $236,594 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$36,097 Forgiven$36,416 LenderJPMorgan Chase Bank, National Association Jobs3 | 05/01/2020 | $36,097 | $36,416 | JPMorgan Chase Bank, National Association | 3 |
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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