Cogstone Resource Management at 1518 W Taft Ave, Orange, Ca 92865 lists Pena Incorparated Llc of Pomona, CA and Molly Valasik of Orange, CA as associates.
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Eric S. Hartman
Individual Agent
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16835 ALGONQUIN ST # 459, HUNTINGTON BEACH, CA 92649
(View Past Addresses)
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Pena Incorparated Llc
Applicant
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2228 LAUREL AVE, POMONA, CA 91768
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Molly Valasik
CEO
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1518 W TAFT AVE, ORANGE, CA 92865
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Molly Valasik
Chief Financial Officer
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1518 W TAFT AVE, ORANGE, CA 92865
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Holly Adair
Director
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1518 W TAFT AVE, ORANGE, CA 92865
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John Gust
Director
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1518 W TAFT AVE, ORANGE, CA 92865
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Kimberly Scott
Director
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1518 W TAFT AVE, ORANGE, CA 92865
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Molly Valasik
Director
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1518 W TAFT AVE, ORANGE, CA 92865
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Eric Scott
Director
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1518 W TAFT AVE, ORANGE, CA 92865
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Forrest C. Langford
Director
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1518 W TAFT AVE, ORANGE, CA 92865
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1518 W TAFT AVE, ORANGE, CA 92865
(Mailing)
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2023 | Plan NameCOGSTONE RESOURCE MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY62 / 63 Assets BOY/EOY$1,166,086 / $1,469,978 | 2023 | COGSTONE RESOURCE MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 62 / 63 | $1,166,086 / $1,469,978 |
| 2022 | Plan NameCOGSTONE RESOURCE MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY58 / 60 Assets BOY/EOY$1,030,448 / $1,166,086 | 2022 | COGSTONE RESOURCE MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 58 / 60 | $1,030,448 / $1,166,086 |
| 2021 | Plan NameCOGSTONE RESOURCE MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY49 / 57 Assets BOY/EOY$822,112 / $1,030,448 | 2021 | COGSTONE RESOURCE MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 49 / 57 | $822,112 / $1,030,448 |
| 2020 | Plan NameCOGSTONE RESOURCE MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY46 / 49 Assets BOY/EOY$1,282,811 / $822,112 | 2020 | COGSTONE RESOURCE MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 46 / 49 | $1,282,811 / $822,112 |
| 2019 | Plan NameCOGSTONE RESOURCE MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY35 / 45 Assets BOY/EOY$973,819 / $1,282,811 | 2019 | COGSTONE RESOURCE MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 35 / 45 | $973,819 / $1,282,811 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 04/29/2020 | Approved$365,800 Forgiven$370,430 LenderFirst-Citizens Bank & Trust Company Jobs40 | 04/29/2020 | $365,800 | $370,430 | First-Citizens Bank & Trust Company | 40 |
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