Duncan-Newman Associates, LLC

California
Registered In
05/27/2016
Incorp. Date

Company Summary

Duncan-Newman Associates, LLC at 30300 Agoura Rd STE B-280, Agoura Hills, Ca 91301 lists Sb Island Holdings, Inc. and B.L. Newman, Inc. of Agoura Hills, CA.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company - Ca
Status
Active
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Travis J. Wilson Individual Agent
25 EL PASEO, SANTA BARBARA, CA 93101 (View Past Addresses)
Sb Island Holdings, Inc. Manager
30300 AGOURA RD STE B-280, AGOURA HILLS, CA 91301
B.L. Newman, Inc. Manager
30300 AGOURA RD STE B-280, AGOURA HILLS, CA 91301
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30300 AGOURA RD STE B-280, AGOURA HILLS, CA 91301 View Map

Financial Information for Duncan-Newman Associates, LLC

Form 5500

DUNCAN-NEWMAN ASSOCIATES, LLC

30300 Agoura Road, Suite 280, Agoura Hills, Ca 91301 (818) 964-0105 EIN:81-2786347 Plan Admin:Brad Newman
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameDUNCAN-NEWMAN ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,087,691 / $1,032,272 2022 DUNCAN-NEWMAN ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $1,087,691 / $1,032,272
2021 Plan NameDUNCAN-NEWMAN ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$784,607 / $1,087,691 2021 DUNCAN-NEWMAN ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $784,607 / $1,087,691
2020 Plan NameDUNCAN-NEWMAN ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$505,967 / $784,607 2020 DUNCAN-NEWMAN ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $505,967 / $784,607
2019 Plan NameDUNCAN-NEWMAN ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$297,703 / $505,967 2019 DUNCAN-NEWMAN ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $297,703 / $505,967
Benefit & Retirement Plans based on Form 5500.
Address Match:30300 Agoura Rd Ste B-280 Agoura Hills, CA
B. L. Newman, Inc. Registered in California
Agoura Hills, CA View Report
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor
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