Mckenzie Gray, Inc. at 3445 Moraga Blvd, Lafayette, Ca 94549 lists James Gray and Kerri Roemer of Lafayette, CA as the associates.
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James Gray
Individual Agent
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3445 MORAGA BLVD, LAFAYETTE, CA 94549
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James Gray
CEO
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3445 MORAGA BLVD, LAFAYETTE, CA 94549
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James Gray
Chief Financial Officer
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3445 MORAGA BLVD, LAFAYETTE, CA 94549
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James Gray
Director
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3445 MORAGA BLVD, LAFAYETTE, CA 94549
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Kerri Roemer
Secretary
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3445 MORAGA BLVD, LAFAYETTE, CA 94549
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3445 MORAGA BLVD, LAFAYETTE, CA 94549
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMCKENZIE GRAY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,004,016 / $1,213,951 | 2023 | MCKENZIE GRAY, INC. 401(K) PLAN - Plan #001 | 5 / 5 | $1,004,016 / $1,213,951 |
| 2022 | Plan NameMCKENZIE GRAY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,169,763 / $1,004,016 | 2022 | MCKENZIE GRAY, INC. 401(K) PLAN - Plan #001 | 5 / 5 | $1,169,763 / $1,004,016 |
| 2021 | Plan NameMCKENZIE GRAY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$977,979 / $1,169,763 | 2021 | MCKENZIE GRAY, INC. 401(K) PLAN - Plan #001 | 6 / 5 | $977,979 / $1,169,763 |
| 2020 | Plan NameMCKENZIE GRAY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$830,381 / $977,979 | 2020 | MCKENZIE GRAY, INC. 401(K) PLAN - Plan #001 | 7 / 6 | $830,381 / $977,979 |
| 2019 | Plan NameMCKENZIE GRAY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$629,217 / $830,381 | 2019 | MCKENZIE GRAY, INC. 401(K) PLAN - Plan #001 | 7 / 7 | $629,217 / $830,381 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 04/28/2020 | Approved$75,000 Forgiven$75,567 LenderCalifornia Bank of Commerce Jobs5 | 04/28/2020 | $75,000 | $75,567 | California Bank of Commerce | 5 |
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