Ledwith Financial Services, Inc. at 55 W First St, Morgan Hill, Ca 95037 lists Brad Ledwith and Aimee Ledwith of Morgan Hill, CA as the associates.
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Brad Ledwith
Individual Agent
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55 W FIRST ST, MORGAN HILL, CA 95037
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Brad Ledwith
CEO
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55 W FIRST ST, MORGAN HILL, CA 95037
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Brad Ledwith
Chief Financial Officer
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55 W FIRST ST, MORGAN HILL, CA 95037
(View Past Addresses)
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Aimee Ledwith
Secretary
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55 W FIRST ST, MORGAN HILL, CA 95037
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55 W FIRST ST, MORGAN HILL, CA 95037
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2022 | Plan NameLEDWITH FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$881,654 / $691,594 | 2022 | LEDWITH FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $881,654 / $691,594 |
| 2021 | Plan NameLEDWITH FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$725,515 / $881,654 | 2021 | LEDWITH FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $725,515 / $881,654 |
| 2020 | Plan NameLEDWITH FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$523,123 / $725,515 | 2020 | LEDWITH FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 5 / 4 | $523,123 / $725,515 |
| 2019 | Plan NameLEDWITH FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$501,036 / $523,123 | 2019 | LEDWITH FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 7 / 8 | $501,036 / $523,123 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/03/2021 | Approved$50,483 Forgiven$50,968 LenderHeritage Bank of Commerce Jobs7 | 02/03/2021 | $50,483 | $50,968 | Heritage Bank of Commerce | 7 |
| 04/16/2020 | Approved$50,482 Forgiven$50,937 LenderHeritage Bank of Commerce Jobs4 | 04/16/2020 | $50,482 | $50,937 | Heritage Bank of Commerce | 4 |
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