Kalesta Healthcare Group, LLC

Ryan Williams Individual Agent	599 MENLO DR STE 200, ROCKLIN, CA 95765
Ryan Williams Manager	599 MENLO DR STE 200, ROCKLIN, CA 95765
Scott Clawson Manager	599 MENLO DR STE 200, ROCKLIN, CA 95765

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599 MENLO DR STE 200, ROCKLIN, CA 95765 (Mailing) View Map

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Form 5500

20400 Saratogo-los Gatos Road, Saratoga, Ca 95070 (916) 229-7030 EIN:82-4438703 Plan Admin:Courtney Hinkle

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameKALESTA HEALTHCARE GROUP, LLC HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY917 / 0 Assets BOY/EOY$0 / $0	2023	KALESTA HEALTHCARE GROUP, LLC HEALTH AND WELFARE PLAN - Plan #501	917 / 0	$0 / $0
2022	Plan NameKALESTA HEALTHCARE GROUP, LLC HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY917 / 0 Assets BOY/EOY$0 / $0	2022	KALESTA HEALTHCARE GROUP, LLC HEALTH AND WELFARE PLAN - Plan #501	917 / 0	$0 / $0
2021	Plan NameKALESTA HEALTHCARE GROUP, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY667 / 1,010 Assets BOY/EOY$1,235,440 / $2,604,049	2021	KALESTA HEALTHCARE GROUP, LLC RETIREMENT PLAN - Plan #001	667 / 1,010	$1,235,440 / $2,604,049
2021	Plan NameKALESTA HEALTHCARE GROUP, LLC HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY104 / 0 Assets BOY/EOY$0 / $0	2021	KALESTA HEALTHCARE GROUP, LLC HEALTH AND WELFARE PLAN - Plan #501	104 / 0	$0 / $0
2020	Plan NameKALESTA HEALTHCARE GROUP, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY619 / 667 Assets BOY/EOY$669,142 / $1,235,440	2020	KALESTA HEALTHCARE GROUP, LLC RETIREMENT PLAN - Plan #001	619 / 667	$669,142 / $1,235,440
2019	Plan NameKALESTA HEALTHCARE GROUP, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY141 / 603 Assets BOY/EOY$0 / $669,142	2019	KALESTA HEALTHCARE GROUP, LLC RETIREMENT PLAN - Plan #001	141 / 603	$0 / $669,142

Benefit & Retirement Plans based on Form 5500.

PPP Loans

599 Menlo Drive, Rocklin, CA 95765 Industry:Assisted Living Facilities for the Elderly

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$5,700,000 Forgiven$5,813,688 LenderIncredibleBank Jobs500	04/28/2020	$5,700,000	$5,813,688	IncredibleBank	500

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary