Ocean Discovery Institute at Ca lists Rudy Vargas and Devon Gibson of San Diego, CA as associates.
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Rudy Vargas
Individual Agent
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4255 THORN ST, SAN DIEGO, CA 92105
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Rudy Vargas
CEO
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4255 THORN ST, SAN DIEGO, CA 92105
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Devon Gibson
Chief Financial Officer
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4255 THORN ST, SAN DIEGO, CA 92105
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Heather Bentley
Vice President
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4255 THORN ST, SAN DIEGO, CA 92105
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Tara Marathe
Secretary
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4255 THORN ST, SAN DIEGO, CA 92105
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CA
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4255 THORN ST, SAN DIEGO, CA 92105
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameOCEAN DISCOVERY INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY51 / 68 Assets BOY/EOY$452,333 / $677,463 | 2023 | OCEAN DISCOVERY INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 51 / 68 | $452,333 / $677,463 |
| 2022 | Plan NameOCEAN DISCOVERY INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY37 / 48 Assets BOY/EOY$448,146 / $452,333 | 2022 | OCEAN DISCOVERY INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 37 / 48 | $448,146 / $452,333 |
| 2021 | Plan NameOCEAN DISCOVERY INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY26 / 33 Assets BOY/EOY$324,538 / $448,146 | 2021 | OCEAN DISCOVERY INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 26 / 33 | $324,538 / $448,146 |
| 2020 | Plan NameOCEAN DISCOVERY INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY29 / 26 Assets BOY/EOY$245,834 / $324,538 | 2020 | OCEAN DISCOVERY INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 29 / 26 | $245,834 / $324,538 |
| 2019 | Plan NameOCEAN DISCOVERY INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY32 / 27 Assets BOY/EOY$165,759 / $245,834 | 2019 | OCEAN DISCOVERY INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 32 / 27 | $165,759 / $245,834 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
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| 2022 | # of Emps41 Contributions$3,352,003 Revenue$3,846,709 Expenses$2,977,182 Assets EOY$19,639,328 Liabilities$10,854,684 | 2022 | 41 | $3,352,003 | $3,846,709 | $2,977,182 | $19,639,328 | $10,854,684 |
| 2021 | # of Emps34 Contributions$2,704,159 Revenue$2,962,133 Expenses$2,270,058 Assets EOY$19,370,181 Liabilities$11,455,064 | 2021 | 34 | $2,704,159 | $2,962,133 | $2,270,058 | $19,370,181 | $11,455,064 |
| 2020 | # of Emps35 Contributions$2,505,206 Revenue$2,797,442 Expenses$2,145,232 Assets EOY$18,755,488 Liabilities$11,532,446 | 2020 | 35 | $2,505,206 | $2,797,442 | $2,145,232 | $18,755,488 | $11,532,446 |
| 2019 | # of Emps52 Contributions$2,406,862 Revenue$2,677,997 Expenses$2,352,032 Assets EOY$18,048,508 Liabilities$11,477,676 | 2019 | 52 | $2,406,862 | $2,677,997 | $2,352,032 | $18,048,508 | $11,477,676 |
| 2018 | # of Emps55 Contributions$3,341,225 Revenue$3,422,177 Expenses$2,382,617 Assets EOY$18,142,467 Liabilities$11,897,600 | 2018 | 55 | $3,341,225 | $3,422,177 | $2,382,617 | $18,142,467 | $11,897,600 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/15/2021 | Approved$217,192 Forgiven$218,984 LenderU.S. Bank, National Association Jobs26 | 03/15/2021 | $217,192 | $218,984 | U.S. Bank, National Association | 26 |
| 04/30/2020 | Approved$220,834 Forgiven$222,697 LenderU.S. Bank, National Association Jobs24 | 04/30/2020 | $220,834 | $222,697 | U.S. Bank, National Association | 24 |
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