The Morgan Kellie Group, Inc. at 418 Aviation Blvd STE C, Santa Rosa, Ca 95403 lists Harry Steven Clark and Diana K. Clark of Santa Rosa, CA as associates.
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Harry Steven Clark
Individual Agent
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418 AVIATION BLVD STE C, SANTA ROSA, CA 95403
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Harry Steven Clark
CEO
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418 AVIATION BLVD STE C, SANTA ROSA, CA 95403
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Diana K. Clark
Chief Financial Officer
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418 AVIATION BLVD STE C, SANTA ROSA, CA 95403
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Morgan A. Clark
Director
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418 AVIATION BLVD STE C, SANTA ROSA, CA 95403
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Kellie L. Clark
Director
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418 AVIATION BLVD STE C, SANTA ROSA, CA 95403
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Diana K. Clark
Secretary
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418 AVIATION BLVD STE C, SANTA ROSA, CA 95403
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418 AVIATION BLVD STE C, SANTA ROSA, CA 95403
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2023 | Plan NameTHE MORGAN KELLIE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$102,245 / $182,556 | 2023 | THE MORGAN KELLIE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 11 / 11 | $102,245 / $182,556 |
| 2022 | Plan NameTHE MORGAN KELLIE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$61,054 / $102,245 | 2022 | THE MORGAN KELLIE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 9 / 10 | $61,054 / $102,245 |
| 2021 | Plan NameTHE MORGAN KELLIE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$0 / $61,054 | 2021 | THE MORGAN KELLIE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 8 / 9 | $0 / $61,054 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$70,100 Forgiven$70,918 LenderRedwood CU Jobs7 | 04/15/2020 | $70,100 | $70,918 | Redwood CU | 7 |
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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