Independent Sector at 251 Little Falls Dr, Wilmington, De 19808 lists Daniel Cardinali and Carolyn M Mollen of Washington, DC as associates.
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Gary L Yates
Individual Agent
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6320 CANOGA AVE STE 1700, WOODLAND HILLS, CA 91367
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Daniel Cardinali
CEO
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1602 L ST NW STE 900, WASHINGTON, DC 20036
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Carolyn M Mollen
Chief Financial Officer
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1602 L ST NW STE 900, WASHINGTON, DC 20036
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Victor Reinoso
Secretary
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1602 L ST NW STE 900, WASHINGTON, DC 20036
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251 LITTLE FALLS DR, WILMINGTON, DE 19808
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1602 L ST NW STE 900, WASHINGTON, DC 20036
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2020 | Plan NameINDEPENDENT SECTOR 403(B) PLAN Plan #002 Participants BOY/EOY55 / 57 Assets BOY/EOY$5,129,419 / $9,158,597 | 2020 | INDEPENDENT SECTOR 403(B) PLAN - Plan #002 | 55 / 57 | $5,129,419 / $9,158,597 |
| 2019 | Plan NameINDEPENDENT SECTOR 403(B) RETIREMENT PLAN Plan #002 Participants BOY/EOY55 / 54 Assets BOY/EOY$4,703,126 / $5,129,419 | 2019 | INDEPENDENT SECTOR 403(B) RETIREMENT PLAN - Plan #002 | 55 / 54 | $4,703,126 / $5,129,419 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps40 Contributions$4,963,916 Revenue$5,491,808 Expenses$9,873,211 Assets EOY$29,783,681 Liabilities$9,154,088 | 2022 | 40 | $4,963,916 | $5,491,808 | $9,873,211 | $29,783,681 | $9,154,088 |
| 2021 | # of Emps42 Contributions$7,836,995 Revenue$7,811,230 Expenses$9,185,988 Assets EOY$43,964,742 Liabilities$9,449,097 | 2021 | 42 | $7,836,995 | $7,811,230 | $9,185,988 | $43,964,742 | $9,449,097 |
| 2020 | # of Emps42 Contributions$15,035,402 Revenue$15,271,435 Expenses$8,405,354 Assets EOY$46,005,638 Liabilities$10,600,165 | 2020 | 42 | $15,035,402 | $15,271,435 | $8,405,354 | $46,005,638 | $10,600,165 |
| 2019 | # of Emps44 Contributions$7,668,893 Revenue$8,244,296 Expenses$9,411,493 Assets EOY$39,594,883 Liabilities$11,624,919 | 2019 | 44 | $7,668,893 | $8,244,296 | $9,411,493 | $39,594,883 | $11,624,919 |
| 2018 | # of Emps40 Contributions$7,810,916 Revenue$8,823,477 Expenses$9,817,056 Assets EOY$40,191,068 Liabilities$12,154,250 | 2018 | 40 | $7,810,916 | $8,823,477 | $9,817,056 | $40,191,068 | $12,154,250 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/10/2020 | Approved$841,995 Forgiven$852,169 LenderTD Bank, National Association Jobs32 | 04/10/2020 | $841,995 | $852,169 | TD Bank, National Association | 32 |
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