Parkside Advisors LLC

California
Registered In
03/18/1996
Incorp. Date

Company Summary

Parkside Advisors LLC at 2040 Bancroft Way STE 300, Berkeley, Ca 94704 lists Charlie Benziger and Jill Martin of Berkeley, CA as associates.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
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People

Jill Martin Individual Agent
2040 BANCROFT WAY STE 300, BERKELEY, CA 94704
Charlie Benziger Manager
2040 BANCROFT WAY STE 300, BERKELEY, CA 94704
Jill Martin Manager
2040 BANCROFT WAY STE 300, BERKELEY, CA 94704
Audrey Grubman Manager
2040 BANCROFT WAY STE 300, BERKELEY, CA 94704
Showing current associates only (4 of 7 total associates). Create a free account to see the full associate history

Map & Locations

2040 BANCROFT WAY STE 300, BERKELEY, CA 94704 View Map

Financials

Financial Information for Parkside Advisors LLC

Form 5500

PARKSIDE ADVISORS LLC

2040 Bancroft Way, Suite 300, Berkeley, Ca 94704 (510) 883-1350 EIN:94-3240917 Plan Admin:Charles Benziger
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NamePARKSIDE ADVISORS LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$2,042,519 / $2,263,865 2023 PARKSIDE ADVISORS LLC 401(K) PLAN - Plan #001 11 / 10 $2,042,519 / $2,263,865
2022 Plan NamePARKSIDE ADVISORS LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$2,137,476 / $2,042,519 2022 PARKSIDE ADVISORS LLC 401(K) PLAN - Plan #001 10 / 11 $2,137,476 / $2,042,519
2021 Plan NamePARKSIDE ADVISORS LLC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 10 Assets BOY/EOY$1,502,138 / $2,137,476 2021 PARKSIDE ADVISORS LLC 401(K) PLAN - Plan #001 14 / 10 $1,502,138 / $2,137,476
2020 Plan NamePARKSIDE ADVISORS LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$1,101,021 / $1,502,138 2020 PARKSIDE ADVISORS LLC 401(K) PLAN - Plan #001 12 / 13 $1,101,021 / $1,502,138
2019 Plan NamePARKSIDE ADVISORS LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$782,159 / $1,101,021 2019 PARKSIDE ADVISORS LLC 401(K) PLAN - Plan #001 13 / 12 $782,159 / $1,101,021
Benefit & Retirement Plans based on Form 5500.

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Address Match:2040 Bancroft Way Ste 300 Berkeley, CA
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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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