Full Circle Fund at 201 13th ST OFC UNIT 29642, Oakland, Ca 94612 lists Weber Iness Associates, Inc. of Fresno, CA and Dara Olandt of Petaluma, CA.
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Eva Camp
Individual Agent
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201 13TH STREET OFC # 29642, OAKLAND, CA 94612
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Weber Iness Associates, Inc.
Applicant
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6730 N WEST AVE STE 111, FRESNO, CA 93711
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Dara Olandt
CEO
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106 EDITH ST, PETALUMA, CA 94952
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Andrew Truong
Chief Financial Officer
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555 4TH ST # 432, SAN FRANCISCO, CA 94107
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Michelle Branch
Secretary
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2370 MARKET ST # 206, SAN FRANCISCO, CA 94114
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Rob Trice
Chairperson of Board
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355 BARTON WAY, MENLO PARK, CA 94025
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Sienna Rogers
Chairperson of Board
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2330 WEBSTER ST APT 313, OAKLAND, CA 94612
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201 13TH ST OFC UNIT 29642, OAKLAND, CA 94612
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PO BOX 29642, OAKLAND, CA 94612
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2022 | Plan NamePAYENTRY FINANCIAL SERVICES INC MULTIPLE EMPLOYER 401(K) PLAN-FCFD Plan #001 Participants BOY/EOY13 / 0 Assets BOY/EOY$229,827 / $0 | 2022 | PAYENTRY FINANCIAL SERVICES INC MULTIPLE EMPLOYER 401(K) PLAN-FCFD - Plan #001 | 13 / 0 | $229,827 / $0 |
| 2021 | Plan NamePAYENTRY FINANCIAL SERVICES INC MULTIPLE EMPLOYER 401(K) PLAN-FCFD Plan #001 Participants BOY/EOY9 / 13 Assets BOY/EOY$112,833 / $229,827 | 2021 | PAYENTRY FINANCIAL SERVICES INC MULTIPLE EMPLOYER 401(K) PLAN-FCFD - Plan #001 | 9 / 13 | $112,833 / $229,827 |
| 2020 | Plan NamePAYENTRY FINANCIAL SERVICES INC MULTIPLE EMPLOYER 401(K) PLAN-FCFD Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$31,301 / $112,833 | 2020 | PAYENTRY FINANCIAL SERVICES INC MULTIPLE EMPLOYER 401(K) PLAN-FCFD - Plan #001 | 8 / 9 | $31,301 / $112,833 |
| 2019 | Plan NamePAYENTRY FINANCIAL SERVICES INC MULTIPLE EMPLOYER 401(K) PLAN-FCFD Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$11,804 / $31,301 | 2019 | PAYENTRY FINANCIAL SERVICES INC MULTIPLE EMPLOYER 401(K) PLAN-FCFD - Plan #001 | 6 / 8 | $11,804 / $31,301 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
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| 2022 | # of Emps18 Contributions$355,621 Revenue$355,621 Expenses$324,988 Assets EOY$187,603 Liabilities$3,590 | 2022 | 18 | $355,621 | $355,621 | $324,988 | $187,603 | $3,590 |
| 2021 | # of Emps9 Contributions$1,192,949 Revenue$1,194,109 Expenses$1,826,246 Assets EOY$368,559 Liabilities$215,179 | 2021 | 9 | $1,192,949 | $1,194,109 | $1,826,246 | $368,559 | $215,179 |
| 2020 | # of Emps9 Contributions$1,024,777 Revenue$1,131,519 Expenses$1,554,676 Assets EOY$971,310 Liabilities$185,793 | 2020 | 9 | $1,024,777 | $1,131,519 | $1,554,676 | $971,310 | $185,793 |
| 2019 | # of Emps6 Contributions$2,550,658 Revenue$2,808,474 Expenses$1,527,863 Assets EOY$1,329,858 Liabilities$108,926 | 2019 | 6 | $2,550,658 | $2,808,474 | $1,527,863 | $1,329,858 | $108,926 |
| 2018 | # of Emps6 Contributions$802,910 Revenue$802,912 Expenses$902,044 Assets EOY$82,741 Liabilities$134,920 | 2018 | 6 | $802,910 | $802,912 | $902,044 | $82,741 | $134,920 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/13/2021 | Approved$118,800 Forgiven$119,533 LenderNewtek Small Business Finance, Inc. Jobs8 | 03/13/2021 | $118,800 | $119,533 | Newtek Small Business Finance, Inc. | 8 |
| 04/06/2020 | Approved$106,300 Forgiven$107,750 LenderNewtek Small Business Finance, Inc. Jobs6 | 04/06/2020 | $106,300 | $107,750 | Newtek Small Business Finance, Inc. | 6 |
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