First Priority Management Services, LLC at 21031 Ventura Blvd STE 700, Woodland Hills, Ca 91364-2239 lists Brian Swan of Woodland Hills, CA as the associate.
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Maria Rubio
Individual Agent
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21031 VENTURA BLVD STE 700, WOODLAND HILLS, CA 91364
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Brian Swan
Manager
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21031 VENTURA BLVD STE 700, WOODLAND HILLS, CA 91364-2239
(View Past Addresses)
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21031 VENTURA BLVD STE 700, WOODLAND HILLS, CA 91364-2239
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameFIRST PRIORITY MANAGEMENT SERVICES, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY12 / 12 Assets BOY/EOY$945,476 / $916,194 | 2022 | FIRST PRIORITY MANAGEMENT SERVICES, LLC CASH BALANCE PENSION PLAN - Plan #002 | 12 / 12 | $945,476 / $916,194 |
| 2022 | Plan NameFIRST PRIORITY MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$633,340 / $578,209 | 2022 | FIRST PRIORITY MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 12 / 13 | $633,340 / $578,209 |
| 2021 | Plan NameFIRST PRIORITY MANAGEMENT SERVICES, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY9 / 10 Assets BOY/EOY$738,532 / $945,476 | 2021 | FIRST PRIORITY MANAGEMENT SERVICES, LLC CASH BALANCE PENSION PLAN - Plan #002 | 9 / 10 | $738,532 / $945,476 |
| 2021 | Plan NameFIRST PRIORITY MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$440,661 / $633,340 | 2021 | FIRST PRIORITY MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 12 | $440,661 / $633,340 |
| 2020 | Plan NameFIRST PRIORITY MANAGEMENT SERVICES, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY8 / 9 Assets BOY/EOY$649,501 / $738,532 | 2020 | FIRST PRIORITY MANAGEMENT SERVICES, LLC CASH BALANCE PENSION PLAN - Plan #002 | 8 / 9 | $649,501 / $738,532 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/08/2021 | Approved$95,700 Forgiven$96,944 LenderMidFirst Bank Jobs10 | 02/08/2021 | $95,700 | $96,944 | MidFirst Bank | 10 |
| 04/15/2020 | Approved$114,600 Forgiven$116,048 LenderMidFirst Bank Jobs10 | 04/15/2020 | $114,600 | $116,048 | MidFirst Bank | 10 |
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