Upstart Bay Area at 1111 Broadway FL 3rd, Oakland, Ca 94607 lists Aaron Katler and Jed Snerson of Oakland, CA as associates.
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Aaron Katler
Individual Agent
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1111 BROADWAY FL 3, OAKLAND, CA 94607
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Aaron Katler
CEO
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1111 BROADWAY FL 3, OAKLAND, CA 94607
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Jed Snerson
Chief Financial Officer
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1111 BROADWAY FL 3, OAKLAND, CA 94607
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Jonathan Horowitz
Secretary
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1111 BROADWAY FL 3RD, OAKLAND, CA 94607
(View Past Addresses)
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1111 BROADWAY FL 3RD, OAKLAND, CA 94607
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameUPSTART BAY AREA 401(K) PLAN Plan #001 Participants BOY/EOY30 / 33 Assets BOY/EOY$1,404,400 / $1,862,894 | 2023 | UPSTART BAY AREA 401(K) PLAN - Plan #001 | 30 / 33 | $1,404,400 / $1,862,894 |
| 2022 | Plan NameUPSTART BAY AREA 401(K) PLAN Plan #001 Participants BOY/EOY33 / 33 Assets BOY/EOY$1,697,850 / $1,404,400 | 2022 | UPSTART BAY AREA 401(K) PLAN - Plan #001 | 33 / 33 | $1,697,850 / $1,404,400 |
| 2021 | Plan NameUPSTART BAY AREA 401(K) PLAN Plan #001 Participants BOY/EOY28 / 36 Assets BOY/EOY$1,211,745 / $1,697,850 | 2021 | UPSTART BAY AREA 401(K) PLAN - Plan #001 | 28 / 36 | $1,211,745 / $1,697,850 |
| 2020 | Plan NameUPSTART BAY AREA 401(K) PLAN Plan #001 Participants BOY/EOY33 / 28 Assets BOY/EOY$907,273 / $1,211,745 | 2020 | UPSTART BAY AREA 401(K) PLAN - Plan #001 | 33 / 28 | $907,273 / $1,211,745 |
| 2019 | Plan NameUPSTART BAY AREA 401(K) PLAN Plan #001 Participants BOY/EOY30 / 33 Assets BOY/EOY$481,446 / $907,273 | 2019 | UPSTART BAY AREA 401(K) PLAN - Plan #001 | 30 / 33 | $481,446 / $907,273 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps28 Contributions$7,389,437 Revenue$7,572,356 Expenses$4,924,962 Assets EOY$5,268,133 Liabilities$322,624 | 2022 | 28 | $7,389,437 | $7,572,356 | $4,924,962 | $5,268,133 | $322,624 |
| 2021 | # of Emps27 Contributions$6,175,206 Revenue$6,387,953 Expenses$5,382,054 Assets EOY$3,262,664 Liabilities$964,549 | 2021 | 27 | $6,175,206 | $6,387,953 | $5,382,054 | $3,262,664 | $964,549 |
| 2020 | # of Emps32 Contributions$6,035,189 Revenue$6,490,768 Expenses$7,113,343 Assets EOY$2,044,138 Liabilities$751,922 | 2020 | 32 | $6,035,189 | $6,490,768 | $7,113,343 | $2,044,138 | $751,922 |
| 2019 | # of Emps30 Contributions$5,859,092 Revenue$6,475,497 Expenses$6,013,985 Assets EOY$2,123,454 Liabilities$208,663 | 2019 | 30 | $5,859,092 | $6,475,497 | $6,013,985 | $2,123,454 | $208,663 |
| 2018 | # of Emps19 Contributions$2,366,868 Revenue$2,985,223 Expenses$3,744,705 Assets EOY$1,614,468 Liabilities$161,189 | 2018 | 19 | $2,366,868 | $2,985,223 | $3,744,705 | $1,614,468 | $161,189 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/13/2021 | Approved$503,107 Forgiven$508,014 LenderJPMorgan Chase Bank, National Association Jobs19 | 03/13/2021 | $503,107 | $508,014 | JPMorgan Chase Bank, National Association | 19 |
| 04/16/2020 | Approved$503,100 Forgiven$506,932 LenderJPMorgan Chase Bank, National Association Jobs21 | 04/16/2020 | $503,100 | $506,932 | JPMorgan Chase Bank, National Association | 21 |
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Upstart Bay Area
Registered in New York
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San Francisco, CA | View Report | |
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Upstart Bay Area
Registered in Washington
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