Erk Financial Consultants, Inc. at 535 N Brand Blvd 450, Glendale, Ca 91203 lists Erica A Roach and Jessica Yi of Glendale, CA as associates.
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Erica A Roach
Individual Agent
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535 N BRAND BLVD 450, GLENDALE, CA 91203
(View Past Addresses)
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Erica A Roach
CEO
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535 N BRAND BLVD 450, GLENDALE, CA 91203
(View Past Addresses)
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Jessica Yi
Chief Financial Officer
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535 N BRAND BLVD 450, GLENDALE, CA 91203
(View Past Addresses)
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Jessica Yi
Director
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535 N BRAND BLVD 450, GLENDALE, CA 91203
(View Past Addresses)
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Erica Roach
Director
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535 N BRAND BLVD 450, GLENDALE, CA 91203
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Erica A Roach
Secretary
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535 N BRAND BLVD 450, GLENDALE, CA 91203
(View Past Addresses)
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535 N BRAND BLVD 450, GLENDALE, CA 91203
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameERK FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$844,798 / $852,365 | 2022 | ERK FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $844,798 / $852,365 |
| 2021 | Plan NameERK FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$619,006 / $844,798 | 2021 | ERK FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 4 | $619,006 / $844,798 |
| 2020 | Plan NameERK FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$450,263 / $619,006 | 2020 | ERK FINANCIAL CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 5 | $450,263 / $619,006 |
| 2019 | Plan NameERK FINANCIAL CONSULTANTS INC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 3 Assets BOY/EOY$316,418 / $450,263 | 2019 | ERK FINANCIAL CONSULTANTS INC 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 3 | $316,418 / $450,263 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/10/2021 | Approved$90,954 Forgiven$91,340 LenderBank of Southern California National Association Jobs6 | 03/10/2021 | $90,954 | $91,340 | Bank of Southern California National Association | 6 |
| 04/08/2020 | Approved$87,700 Forgiven$88,318 LenderBank of Southern California National Association Jobs5 | 04/08/2020 | $87,700 | $88,318 | Bank of Southern California National Association | 5 |
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