Keeping Your Balance, LLC
California
Registered In
01/01/2008
Incorp. Date
Company Summary
Keeping Your Balance, LLC at 1731 First Ave, Walnut Creek, Ca 94597 lists Morgan Holmes of Lafayette, CA and Rebecca S. Brown of Walnut Creek, CA.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Morgan Holmes
Individual Agent
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1990 N CALIFORNIA BLVD FL 8TH, WALNUT CREEK, CA 94596
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Morgan Holmes
Manager
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905 CARL RD, LAFAYETTE, CA 94549
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Rebecca S. Brown
Manager
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1731 FIRST AVE, WALNUT CREEK, CA 94597
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1731 FIRST AVE, WALNUT CREEK, CA 94597
View Map
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Financial Information for Keeping Your Balance, LLC
Form 5500
KEEPING YOUR BALANCE, LLC
548 Market Street, Suite 49172, San Francisco, Ca 94104 (415) 843-1807 EIN:26-1659361 Plan Admin:Eric Page| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2020 | Plan NameKEEPING YOUR BALANCE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 26 Assets BOY/EOY$636,573 / $210,615 | 2020 | KEEPING YOUR BALANCE 401(K) PROFIT SHARING PLAN - Plan #001 | 20 / 26 | $636,573 / $210,615 |
| 2019 | Plan NameKEEPING YOUR BALANCE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 20 Assets BOY/EOY$452,090 / $636,573 | 2019 | KEEPING YOUR BALANCE 401(K) PROFIT SHARING PLAN - Plan #001 | 20 / 20 | $452,090 / $636,573 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
KEEPING YOUR BALANCE, LLC
1293 Sunnyhills Rd, Oakland, CA 94610-1858 Industry:Offices of Certified Public Accountants Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$298,300 Forgiven$300,065 LenderJPMorgan Chase Bank, National Association Jobs24 | 04/14/2020 | $298,300 | $300,065 | JPMorgan Chase Bank, National Association | 24 |
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
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