Harshad Shah Financial Services, Inc. at 2690 S White Rd STE 245, San Jose, Ca 95148 lists Nilesh Joshi and Snehalkumar J Shah of San Jose, CA as associates.
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Snehal S Shah
Individual Agent
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2690 S WHITE RD STE 245, SAN JOSE, CA 95148
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Nilesh Joshi
CEO
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2690 S WHITE RD 245, SAN JOSE, CA 95148
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Snehalkumar J Shah
Chief Financial Officer
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2690 S WHITE RD 245, SAN JOSE, CA 95148
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Nilesh Joshi
Director
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2690 S WHITE RD 245, SAN JOSE, CA 95148
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Jignyasha Joshi
Director
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3071 DELTA RD, SAN JOSE, CA 95135
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Jignyasha Joshi
Secretary
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3071 DELTA RD, SAN JOSE, CA 95135
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2690 S WHITE RD STE 245, SAN JOSE, CA 95148
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameMULTIFINANCIAL SERVICES 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$920,023 / $880,408 | 2022 | MULTIFINANCIAL SERVICES 401K PLAN - Plan #001 | 4 / 4 | $920,023 / $880,408 |
| 2021 | Plan NameMULTIFINANCIAL SERVICES 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$783,268 / $920,023 | 2021 | MULTIFINANCIAL SERVICES 401K PLAN - Plan #001 | 4 / 4 | $783,268 / $920,023 |
| 2020 | Plan NameMULTIFINANCIAL SERVICES 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$598,061 / $783,268 | 2020 | MULTIFINANCIAL SERVICES 401K PLAN - Plan #001 | 4 / 4 | $598,061 / $783,268 |
| 2019 | Plan NameMULTIFINANCIAL SERVICES 401K PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$472,373 / $598,061 | 2019 | MULTIFINANCIAL SERVICES 401K PLAN - Plan #001 | 3 / 4 | $472,373 / $598,061 |
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