Pelican Advisors, LLC at 710 Sansome St, San Francisco, Ca 94111 lists Mh Management Co., Llc of San Francisco, CA as the associate.
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Bill Dougherty
Individual Agent
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710 SANSOME ST, SAN FRANCISCO, CA 94111
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Mh Management Co., Llc
Manager
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710 SANSOME ST, SAN FRANCISCO, CA 94111
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710 SANSOME ST, SAN FRANCISCO, CA 94111
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PO BOX 2049, SAN FRANCISCO, CA 94126
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePELICAN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY15 / 17 Assets BOY/EOY$1,014,438 / $1,194,861 | 2023 | PELICAN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 15 / 17 | $1,014,438 / $1,194,861 |
| 2022 | Plan NamePELICAN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY18 / 16 Assets BOY/EOY$1,053,423 / $1,014,438 | 2022 | PELICAN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 18 / 16 | $1,053,423 / $1,014,438 |
| 2021 | Plan NamePELICAN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY25 / 18 Assets BOY/EOY$1,567,479 / $1,053,423 | 2021 | PELICAN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 25 / 18 | $1,567,479 / $1,053,423 |
| 2020 | Plan NamePELICAN ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY20 / 25 Assets BOY/EOY$1,101,146 / $1,567,479 | 2020 | PELICAN ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 20 / 25 | $1,101,146 / $1,567,479 |
| 2019 | Plan NamePELICAN ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY20 / 20 Assets BOY/EOY$799,876 / $1,101,146 | 2019 | PELICAN ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 20 / 20 | $799,876 / $1,101,146 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/05/2021 | Approved$26,257 Forgiven$26,485 LenderWells Fargo Bank, National Association Jobs1 | 02/05/2021 | $26,257 | $26,485 | Wells Fargo Bank, National Association | 1 |
| 04/30/2020 | Approved$17,499 Forgiven$17,669 LenderWells Fargo Bank, National Association Jobs1 | 04/30/2020 | $17,499 | $17,669 | Wells Fargo Bank, National Association | 1 |
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