Kairis Planning Network, Inc. in Laguna Beach, CA lists Patricia Lam of Laguna Beach, CA and Law Offices Of Gary S Sherman of Woodland Hills, CA
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Patricia Lam
Individual Agent
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688 N COAST HWY STE 405, LAGUNA BEACH, CA 92651
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Patricia Lam
CEO
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668 N COAST HWY STE 405, LAGUNA BEACH, CA 92651
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Patricia Lam
Chief Financial Officer
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668 N COAST HWY STE 405, LAGUNA BEACH, CA 92651
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Patricia Lam
Director
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668 N COAST HWY STE 405, LAGUNA BEACH, CA 92651
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Patricia Lam
Secretary
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668 N COAST HWY STE 405, LAGUNA BEACH, CA 92651
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Law Offices Of Gary S Sherman
Applicant
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21112 VENTURA BLVD, WOODLAND HILLS, CA 91364
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668 N COAST HWY STE 405, LAGUNA BEACH, CA 92651
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameKAIRIS PLANNING NETWORK, INC., 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$40,000 / $61,558 | 2022 | KAIRIS PLANNING NETWORK, INC., 401(K) PROFIT SHARING PLAN - Plan #002 | 2 / 2 | $40,000 / $61,558 |
| 2021 | Plan NameKAIRIS PLANNING NETWORK, INC., 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY0 / 2 Assets BOY/EOY$0 / $40,000 | 2021 | KAIRIS PLANNING NETWORK, INC., 401(K) PROFIT SHARING PLAN - Plan #002 | 0 / 2 | $0 / $40,000 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$24,416 Forgiven$24,714 LenderWells Fargo Bank, National Association Jobs2 | 05/01/2020 | $24,416 | $24,714 | Wells Fargo Bank, National Association | 2 |
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