Lmag LLC at 1290 Howard Ave STE 323, Burlingame, Ca 94010 lists Mitchell W. Kossar of Burliingame, CA as the associate.
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Mitchell W. Kossar
Individual Agent
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1290 HOWARD AVE STE 323, BURLINGAME, CA 94010
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Mitchell W. Kossar
Manager
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1290 HOWARD AVE STE 323, BURLIINGAME, CA 94010
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1290 HOWARD AVE STE 323, BURLINGAME, CA 94010
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameFIRST PRINCIPLES ADVISORY GROUP RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$217,795 / $271,412 | 2022 | FIRST PRINCIPLES ADVISORY GROUP RETIREMENT PLAN - Plan #001 | 6 / 6 | $217,795 / $271,412 |
| 2020 | Plan NameFIRST PRINCIPLES ADVISORY GROUP RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$73,419 / $131,670 | 2020 | FIRST PRINCIPLES ADVISORY GROUP RETIREMENT PLAN - Plan #001 | 4 / 5 | $73,419 / $131,670 |
| 2019 | Plan NameFIRST PRINCIPLES ADVISORY GROUP RET PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$25,938 / $73,419 | 2019 | FIRST PRINCIPLES ADVISORY GROUP RET PLAN - Plan #001 | 4 / 4 | $25,938 / $73,419 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/13/2020 | Approved$119,100 Forgiven$120,193 LenderJPMorgan Chase Bank, National Association Jobs6 | 04/13/2020 | $119,100 | $120,193 | JPMorgan Chase Bank, National Association | 6 |
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