Paskin Capital Advisors, LLC at Ca lists Wendy Paskin-Jordan of San Francisco, CA.
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Wendy Paskin-Jordan
Individual Agent
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655 MONTGOMERY ST STE 1410, SAN FRANCISCO, CA 94111
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655 MONTGOMERY ST STE 1410, SAN FRANCISCO, CA 94111
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CA
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2020 | Plan NamePASKIN CAPITAL ADVISORS LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 4 Assets BOY/EOY$2,042,731 / $2,592,418 | 2020 | PASKIN CAPITAL ADVISORS LLC CASH BALANCE PLAN - Plan #002 | 3 / 4 | $2,042,731 / $2,592,418 |
| 2020 | Plan NamePASKIN CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$517,682 / $590,173 | 2020 | PASKIN CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 4 | $517,682 / $590,173 |
| 2019 | Plan NamePASKIN CAPITAL ADVISORS LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,659,374 / $2,042,731 | 2019 | PASKIN CAPITAL ADVISORS LLC CASH BALANCE PLAN - Plan #002 | 3 / 3 | $1,659,374 / $2,042,731 |
| 2019 | Plan NamePASKIN CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$399,612 / $517,682 | 2019 | PASKIN CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 4 | $399,612 / $517,682 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 05/11/2020 | Approved$51,600 Forgiven$52,177 LenderUmpqua Bank Jobs2 | 05/11/2020 | $51,600 | $52,177 | Umpqua Bank | 2 |
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Paskin Capital Advisors LLC
Registered in New Jersey
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View Report | ||
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Paskin Capital Advisors LLC
Registered in New York
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Brooklyn, NY | View Report | |
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Paskin & Berler Capital Advisors, LLC
Registered in California
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Antioch, CA San Francisco, CA | View Report |