Rockwood Leadership Institute at 1212 Broadway STE 700, Oakland, Ca 94612 lists Darlene Nipper and Julie Besaha of Oakland, CA as associates.
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Julie Besaha
Individual Agent
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1212 BROADWAY STE 700, OAKLAND, CA 94612
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Darlene Nipper
CEO
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1212 BROADWAY STE 700, OAKLAND, CA 94612
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Julie Besaha
Chief Financial Officer
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1212 BROADWAY STE 700, OAKLAND, CA 94612
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Jane Levikow
Secretary
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1212 BROADWAY STE 700, OAKLAND, CA 94612
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1212 BROADWAY STE 700, OAKLAND, CA 94612
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameROCKWOOD LEADERSHIP INSTITUTE 403(B) PLAN Plan #002 Participants BOY/EOY31 / 35 Assets BOY/EOY$917,413 / $1,377,400 | 2023 | ROCKWOOD LEADERSHIP INSTITUTE 403(B) PLAN - Plan #002 | 31 / 35 | $917,413 / $1,377,400 |
| 2022 | Plan NameROCKWOOD LEADERSHIP INSTITUTE 403(B) PLAN Plan #002 Participants BOY/EOY28 / 31 Assets BOY/EOY$807,849 / $917,413 | 2022 | ROCKWOOD LEADERSHIP INSTITUTE 403(B) PLAN - Plan #002 | 28 / 31 | $807,849 / $917,413 |
| 2021 | Plan NameROCKWOOD LEADERSHIP INSTITUTE 403(B) PLAN Plan #002 Participants BOY/EOY24 / 28 Assets BOY/EOY$0 / $807,849 | 2021 | ROCKWOOD LEADERSHIP INSTITUTE 403(B) PLAN - Plan #002 | 24 / 28 | $0 / $807,849 |
| 2021 | Plan NameROCKWOOD LEADERSHIP 401(K) PLAN Plan #001 Participants BOY/EOY26 / 0 Assets BOY/EOY$681,054 / $0 | 2021 | ROCKWOOD LEADERSHIP 401(K) PLAN - Plan #001 | 26 / 0 | $681,054 / $0 |
| 2020 | Plan NameROCKWOOD LEADERSHIP 401(K) PLAN Plan #001 Participants BOY/EOY26 / 26 Assets BOY/EOY$492,201 / $681,054 | 2020 | ROCKWOOD LEADERSHIP 401(K) PLAN - Plan #001 | 26 / 26 | $492,201 / $681,054 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
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| 2022 | # of Emps34 Contributions$11,215,509 Revenue$13,999,794 Expenses$7,193,282 Assets EOY$16,731,300 Liabilities$876,116 | 2022 | 34 | $11,215,509 | $13,999,794 | $7,193,282 | $16,731,300 | $876,116 |
| 2021 | # of Emps29 Contributions$8,732,425 Revenue$11,124,297 Expenses$6,262,168 Assets EOY$10,080,885 Liabilities$1,112,513 | 2021 | 29 | $8,732,425 | $11,124,297 | $6,262,168 | $10,080,885 | $1,112,513 |
| 2020 | # of Emps25 Contributions$4,882,082 Revenue$6,333,457 Expenses$4,423,704 Assets EOY$5,936,824 Liabilities$1,830,581 | 2020 | 25 | $4,882,082 | $6,333,457 | $4,423,704 | $5,936,824 | $1,830,581 |
| 2019 | # of Emps28 Contributions$3,139,851 Revenue$5,846,345 Expenses$5,139,176 Assets EOY$3,152,066 Liabilities$955,576 | 2019 | 28 | $3,139,851 | $5,846,345 | $5,139,176 | $3,152,066 | $955,576 |
| 2018 | # of Emps29 Contributions$1,839,606 Revenue$4,329,239 Expenses$5,177,624 Assets EOY$2,788,873 Liabilities$1,299,552 | 2018 | 29 | $1,839,606 | $4,329,239 | $5,177,624 | $2,788,873 | $1,299,552 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/30/2020 | Approved$400,050 Forgiven$403,939 LenderBMO Bank National Association Jobs20 | 04/30/2020 | $400,050 | $403,939 | BMO Bank National Association | 20 |
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration Internal Revenue Service