Balmoral Funds LLC

California
Registered In
10/04/2011
Incorp. Date

Company Summary

Balmoral Funds LLC at 11150 Santa Monica Blvd STE 825, Los Angeles, Ca 90025 lists Jonathan Victor of Los Angeles, CA as the associate.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company - Ca
Status
Active
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Jonathan Victor Individual Agent
11150 SANTA MONICA BLVD STE 825, LOS ANGELES, CA 90025
Jonathan Victor Manager
11150 SANTA MONICA BLVD STE 825, LOS ANGELES, CA 90025
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11150 SANTA MONICA BLVD STE 825, LOS ANGELES, CA 90025 View Map

Financial Information for Balmoral Funds LLC

Form 5500

BALMORAL FUNDS, LLC

11150 Santa Monica Blvd Suite 825, Los Angeles, Ca 90025 (310) 500-3327 EIN:45-3788653 Plan Admin:Luke Mau
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBALMORAL FUNDS 401K PLAN Plan #001 Participants BOY/EOY14 / 16 Assets BOY/EOY$2,050,324 / $2,726,908 2023 BALMORAL FUNDS 401K PLAN - Plan #001 14 / 16 $2,050,324 / $2,726,908
2022 Plan NameBALMORAL FUNDS 401K PLAN Plan #001 Participants BOY/EOY10 / 14 Assets BOY/EOY$2,095,945 / $2,050,324 2022 BALMORAL FUNDS 401K PLAN - Plan #001 10 / 14 $2,095,945 / $2,050,324
2021 Plan NameBALMORAL FUNDS 401K PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,473,557 / $2,095,945 2021 BALMORAL FUNDS 401K PLAN - Plan #001 9 / 10 $1,473,557 / $2,095,945
2020 Plan NameBALMORAL FUNDS 401K PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,122,568 / $1,473,557 2020 BALMORAL FUNDS 401K PLAN - Plan #001 9 / 8 $1,122,568 / $1,473,557
2019 Plan NameBALMORAL FUNDS 401K PLAN Plan #001 Participants BOY/EOY7 / 9 Assets BOY/EOY$770,518 / $1,122,568 2019 BALMORAL FUNDS 401K PLAN - Plan #001 7 / 9 $770,518 / $1,122,568
Benefit & Retirement Plans based on Form 5500.
Address Match:11150 Santa Monica Blvd Ste 825 Los Angeles, CA
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor
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