Garner Financial Management, Inc.

California
Registered In
03/01/2010
Incorp. Date

Company Summary

Garner Financial Management, Inc. at 3620 Happy Valley Rd STE 103, Lafayette, Ca 94549 lists Blair J Garner of Lafayette, CA as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
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People

Blair Jason Garner Individual Agent
3620 HAPPY VALLEY RD STE 103, LAFAYETTE, CA 94549
Blair J Garner CEO
3620 HAPPY VALLEY RD STE 103, LAFAYETTE, CA 94549
Blair J Garner Chief Financial Officer
3620 HAPPY VALLEY RD STE 103, LAFAYETTE, CA 94549
Blair J Garner Director
3620 HAPPY VALLEY RD STE 103, LAFAYETTE, CA 94549
Blair J Garner Secretary
3620 HAPPY VALLEY RD STE 103, LAFAYETTE, CA 94549
Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

3620 HAPPY VALLEY RD STE 103, LAFAYETTE, CA 94549 (Mailing) View Map

Financials

Financial Information for Garner Financial Management, Inc.

Form 5500

GARNER FINANCIAL MANAGEMENT, INC.

3620 Happy Valley Road, Suite 103, Lafayette, Ca 94549 (925) 282-5500 EIN:27-2140212 Plan Admin:Blair Garner
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameGARNER FINANCIAL MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$629,719 / $616,134 2022 GARNER FINANCIAL MANAGEMENT 401(K) PLAN - Plan #001 3 / 3 $629,719 / $616,134
2021 Plan NameGARNER FINANCIAL MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$474,996 / $629,719 2021 GARNER FINANCIAL MANAGEMENT 401(K) PLAN - Plan #001 3 / 3 $474,996 / $629,719
2020 Plan NameGARNER FINANCIAL MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$345,607 / $474,996 2020 GARNER FINANCIAL MANAGEMENT 401(K) PLAN - Plan #001 3 / 3 $345,607 / $474,996
2019 Plan NameGARNER FINANCIAL MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$514,334 / $345,607 2019 GARNER FINANCIAL MANAGEMENT 401(K) PLAN - Plan #001 4 / 3 $514,334 / $345,607
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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