D.S. Baxley, Inc. at 6571 Las Positas Rd, Livermore, Ca 94551 lists Michael Patton of San Jose, CA and Daniel S. Baxley of Discovery Bay, CA as associates.
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Daniel S. Baxley
Individual Agent
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6571 LAS POSITAS RD, LIVERMORE, CA 94551
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Michael Patton
CEO
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175 W SAINT JAMES ST UNIT 1503, SAN JOSE, CA 95110
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Michael Patton
Chief Financial Officer
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175 W SAINT JAMES ST UNIT 1503, SAN JOSE, CA 95110
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Michael Patton
Director
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175 W SAINT JAMES ST UNIT 1503, SAN JOSE, CA 95110
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Daniel S. Baxley
Director
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650 DISCOVERY BAY BLVD, DISCOVERY BAY, CA 94514
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Cory G. Preston
Director
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1875 PRUNE ST, HOLLISTER, CA 95023
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Cory G. Preston
Secretary
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1875 PRUNE ST, HOLLISTER, CA 95023
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6571 LAS POSITAS RD, LIVERMORE, CA 94551
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameD.S. BAXLEY, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY55 / 47 Assets BOY/EOY$3,595,696 / $4,407,447 | 2023 | D.S. BAXLEY, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 55 / 47 | $3,595,696 / $4,407,447 |
| 2022 | Plan NameD.S. BAXLEY, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY56 / 54 Assets BOY/EOY$5,139,527 / $3,595,696 | 2022 | D.S. BAXLEY, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 56 / 54 | $5,139,527 / $3,595,696 |
| 2022 | Plan NameD.S. BAXLEY, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #003 Participants BOY/EOY48 / 46 Assets BOY/EOY$0 / $0 | 2022 | D.S. BAXLEY, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #003 | 48 / 46 | $0 / $0 |
| 2021 | Plan NameD.S. BAXLEY, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY60 / 69 Assets BOY/EOY$4,009,740 / $5,139,527 | 2021 | D.S. BAXLEY, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 60 / 69 | $4,009,740 / $5,139,527 |
| 2021 | Plan NameD.S. BAXLEY, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #003 Participants BOY/EOY48 / 46 Assets BOY/EOY$0 / $0 | 2021 | D.S. BAXLEY, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #003 | 48 / 46 | $0 / $0 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/18/2021 | Approved$1,999,900 Forgiven$2,023,899 LenderHarvest Small Business Finance, LLC Jobs95 | 03/18/2021 | $1,999,900 | $2,023,899 | Harvest Small Business Finance, LLC | 95 |
| 04/27/2020 | Approved$1,926,825 Forgiven$1,947,835 LenderHarvest Small Business Finance, LLC Jobs85 | 04/27/2020 | $1,926,825 | $1,947,835 | Harvest Small Business Finance, LLC | 85 |
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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