Gelfand Partners Architects at 165 10th ST STE 100, San Francisco, Ca 94103 lists Caculitome Llc of West Covina, CA and Lisa Gelfand of San Francisco, CA.
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Lisa Gelfand
Individual Agent
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121 HUGO ST, SAN FRANCISCO, CA 94122
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Caculitome Llc
Applicant
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3501 KANSAS ST, WEST COVINA, CA 91792
(View Past Addresses)
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Lisa Gelfand
CEO
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121 HUGO ST, SAN FRANCISCO, CA 94122
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Christopher Duncan
Chief Financial Officer
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1204 CARLETON ST, BERKELEY, CA 94702
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Lisa Gelfand
Director
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121 HUGO ST, SAN FRANCISCO, CA 94122
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Lawrence Schadt
Secretary
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222 16TH AVE, SAN FRANCISCO, CA 94118
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165 10TH ST STE 100, SAN FRANCISCO, CA 94103
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2023 | Plan NameGELFAND PARTNERS ARCHITECTS 401(K) PLAN Plan #001 Participants BOY/EOY30 / 25 Assets BOY/EOY$3,739,470 / $4,393,067 | 2023 | GELFAND PARTNERS ARCHITECTS 401(K) PLAN - Plan #001 | 30 / 25 | $3,739,470 / $4,393,067 |
| 2022 | Plan NameGELFAND PARTNERS ARCHITECTS 401(K) PLAN Plan #001 Participants BOY/EOY32 / 33 Assets BOY/EOY$4,304,391 / $3,739,470 | 2022 | GELFAND PARTNERS ARCHITECTS 401(K) PLAN - Plan #001 | 32 / 33 | $4,304,391 / $3,739,470 |
| 2021 | Plan NameGELFAND PARTNERS ARCHITECTS 401(K) PLAN Plan #001 Participants BOY/EOY36 / 32 Assets BOY/EOY$3,707,650 / $4,304,391 | 2021 | GELFAND PARTNERS ARCHITECTS 401(K) PLAN - Plan #001 | 36 / 32 | $3,707,650 / $4,304,391 |
| 2021 | Plan NameGELFAND PARTNERS ARCHITECTS CASH BALANCE PLAN Plan #002 Participants BOY/EOY33 / 0 Assets BOY/EOY$658,356 / $0 | 2021 | GELFAND PARTNERS ARCHITECTS CASH BALANCE PLAN - Plan #002 | 33 / 0 | $658,356 / $0 |
| 2020 | Plan NameGELFAND PARTNERS ARCHITECTS 401(K) PLAN Plan #001 Participants BOY/EOY36 / 36 Assets BOY/EOY$3,080,583 / $3,707,650 | 2020 | GELFAND PARTNERS ARCHITECTS 401(K) PLAN - Plan #001 | 36 / 36 | $3,080,583 / $3,707,650 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 03/08/2021 | Approved$485,985 Forgiven$489,576 LenderBMO Bank National Association Jobs19 | 03/08/2021 | $485,985 | $489,576 | BMO Bank National Association | 19 |
| 04/30/2020 | Approved$455,212 Forgiven$460,561 LenderBMO Bank National Association Jobs23 | 04/30/2020 | $455,212 | $460,561 | BMO Bank National Association | 23 |
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