Burns Mcclellan Inc. at 257 Park Ave S, New York, Ny 10010 lists Lisa Burns of New York, NY as the associate.
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John Cummings
Individual Agent
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425 CALIFORNIA ST, SAN FRANCISCO, CA 94104
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Lisa Burns
CEO
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257 PARK AVE S, NEW YORK, NY 10010
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257 PARK AVE S, NEW YORK, NY 10010
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBURNS MCCLELLAN, INC. 401(K) PLAN Plan #001 Participants BOY/EOY22 / 24 Assets BOY/EOY$2,185,082 / $2,894,882 | 2023 | BURNS MCCLELLAN, INC. 401(K) PLAN - Plan #001 | 22 / 24 | $2,185,082 / $2,894,882 |
| 2022 | Plan NameBURNS MCCLELLAN, INC. 401(K) PLAN Plan #001 Participants BOY/EOY22 / 22 Assets BOY/EOY$2,492,882 / $2,185,082 | 2022 | BURNS MCCLELLAN, INC. 401(K) PLAN - Plan #001 | 22 / 22 | $2,492,882 / $2,185,082 |
| 2021 | Plan NameBURNS MCCLELLAN, INC. 401(K) PLAN Plan #001 Participants BOY/EOY32 / 22 Assets BOY/EOY$2,040,124 / $2,492,882 | 2021 | BURNS MCCLELLAN, INC. 401(K) PLAN - Plan #001 | 32 / 22 | $2,040,124 / $2,492,882 |
| 2020 | Plan NameBURNS MCCLELLAN, INC. 401(K) PLAN Plan #001 Participants BOY/EOY29 / 32 Assets BOY/EOY$1,669,315 / $2,040,124 | 2020 | BURNS MCCLELLAN, INC. 401(K) PLAN - Plan #001 | 29 / 32 | $1,669,315 / $2,040,124 |
| 2019 | Plan NameBURNS MCCLELLAN, INC. 401(K) PLAN Plan #001 Participants BOY/EOY20 / 29 Assets BOY/EOY$1,264,894 / $1,669,315 | 2019 | BURNS MCCLELLAN, INC. 401(K) PLAN - Plan #001 | 20 / 29 | $1,264,894 / $1,669,315 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/20/2021 | Approved$330,127 Forgiven$332,643 LenderJPMorgan Chase Bank, National Association Jobs12 | 02/20/2021 | $330,127 | $332,643 | JPMorgan Chase Bank, National Association | 12 |
| 05/01/2020 | Approved$295,040 Forgiven$297,176 LenderJPMorgan Chase Bank, National Association Jobs140 | 05/01/2020 | $295,040 | $297,176 | JPMorgan Chase Bank, National Association | 140 |
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