Conservation Strategy Fund at 1160 G ST STE A-1, Arcata, Ca 95521 lists Scott Edwards and Katie Schwoerer of Arcata, CA as the associates.
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Katie Schwoerer
Individual Agent
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1160 G ST STE A-1, ARCATA, CA 95521
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Scott Edwards
CEO
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1160 G ST STE A-1, ARCATA, CA 95521
(View Past Addresses)
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Katie Schwoerer
Chief Financial Officer
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1160 G ST STE A-1, ARCATA, CA 95521
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Katie Schwoerer
Secretary
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1160 G ST STE A-1, ARCATA, CA 95521
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1160 G ST STE A-1, ARCATA, CA 95521
(Mailing)
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2023 | Plan NameCONSERVATION STRATEGY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$98,909 / $236,175 | 2023 | CONSERVATION STRATEGY FUND 403(B) RETIREMENT PLAN - Plan #001 | 7 / 8 | $98,909 / $236,175 |
| 2022 | Plan NameCONSERVATION STRATEGY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 7 Assets BOY/EOY$0 / $98,909 | 2022 | CONSERVATION STRATEGY FUND 403(B) RETIREMENT PLAN - Plan #001 | 4 / 7 | $0 / $98,909 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps7 Contributions$897,876 Revenue$2,394,724 Expenses$2,655,618 Assets EOY$4,067,506 Liabilities$467,409 | 2022 | 7 | $897,876 | $2,394,724 | $2,655,618 | $4,067,506 | $467,409 |
| 2021 | # of Emps5 Contributions$1,981,952 Revenue$3,277,137 Expenses$2,187,367 Assets EOY$4,076,930 Liabilities$191,211 | 2021 | 5 | $1,981,952 | $3,277,137 | $2,187,367 | $4,076,930 | $191,211 |
| 2020 | # of Emps6 Contributions$1,180,764 Revenue$2,365,689 Expenses$1,910,964 Assets EOY$3,164,268 Liabilities$368,319 | 2020 | 6 | $1,180,764 | $2,365,689 | $1,910,964 | $3,164,268 | $368,319 |
| 2019 | # of Emps7 Contributions$815,183 Revenue$1,715,065 Expenses$2,183,166 Assets EOY$2,643,856 Liabilities$302,632 | 2019 | 7 | $815,183 | $1,715,065 | $2,183,166 | $2,643,856 | $302,632 |
| 2018 | # of Emps7 Contributions$2,345,308 Revenue$3,035,547 Expenses$2,372,733 Assets EOY$3,107,170 Liabilities$297,236 | 2018 | 7 | $2,345,308 | $3,035,547 | $2,372,733 | $3,107,170 | $297,236 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$112,200 Forgiven$113,238 LenderJPMorgan Chase Bank, National Association Jobs5 | 05/01/2020 | $112,200 | $113,238 | JPMorgan Chase Bank, National Association | 5 |
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