Beachhead Solutions, Inc. at 1445 Franklin St, Santa Clara, Ca 95050 lists James Obot of Saratoga, CA and David Montellato of Santa Clara, CA as associates.
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David Montellato
Individual Agent
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1445 FRANKLIN ST, SANTA CLARA, CA 95050
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James Obot
CEO
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19311 VALLE VISTA DR, SARATOGA, CA 95070
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David Montellato
Chief Financial Officer
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1445 FRANKLIN ST, SANTA CLARA, CA 95050
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David Montellato
Director
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1445 FRANKLIN ST, SANTA CLARA, CA 95050
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James Obot
Director
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19311 VALLE VISTA DR, SARATOGA, CA 95070
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Timothy Lavelle
Director
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1334 UNIVERSITY AVE, SAN JOSE, CA 95126
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Timothy Lavelle
Secretary
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1334 UNIVERSITY AVE, SAN JOSE, CA 95126
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1445 FRANKLIN ST, SANTA CLARA, CA 95050
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBEACHHEAD SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$694,356 / $877,102 | 2023 | BEACHHEAD SOLUTIONS 401(K) PLAN - Plan #001 | 10 / 10 | $694,356 / $877,102 |
| 2022 | Plan NameBEACHHEAD SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$810,000 / $694,356 | 2022 | BEACHHEAD SOLUTIONS 401(K) PLAN - Plan #001 | 10 / 10 | $810,000 / $694,356 |
| 2021 | Plan NameBEACHHEAD SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$637,618 / $810,000 | 2021 | BEACHHEAD SOLUTIONS 401(K) PLAN - Plan #001 | 10 / 10 | $637,618 / $810,000 |
| 2020 | Plan NameBEACHHEAD SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY14 / 10 Assets BOY/EOY$662,881 / $637,618 | 2020 | BEACHHEAD SOLUTIONS 401(K) PLAN - Plan #001 | 14 / 10 | $662,881 / $637,618 |
| 2019 | Plan NameBEACHHEAD SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY16 / 14 Assets BOY/EOY$866,212 / $662,881 | 2019 | BEACHHEAD SOLUTIONS 401(K) PLAN - Plan #001 | 16 / 14 | $866,212 / $662,881 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$275,910 Forgiven$277,807 LenderHarvest Small Business Finance, LLC Jobs12 | 04/28/2020 | $275,910 | $277,807 | Harvest Small Business Finance, LLC | 12 |
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