Lassahn Fiduciary Services

California
Registered In
08/24/2011
Incorp. Date

Company Summary

Lassahn Fiduciary Services at 2075 Pioneer Ct, San Mateo, Ca 94403 lists Tirzah Anne Lassahn and Kelsey Stiles of San Mateo, CA as the associates.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Stock Corporation - Ca - General
Status
Active
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Tirzah Anne Lassahn Individual Agent
2075 PIONEER CT, SAN MATEO, CA 94403
Tirzah Anne Lassahn CEO
2075 PIONEER CT, SAN MATEO, CA 94403
Kelsey Stiles Chief Financial Officer
2075 PIONEER CT, SAN MATEO, CA 94403
Kelsey Stiles Director
2075 PIONEER CT, SAN MATEO, CA 94403
Tirzah Anne Lassahn Director
2075 PIONEER CT, SAN MATEO, CA 94403
Kelsey Stiles Secretary
2075 PIONEER CT, SAN MATEO, CA 94403
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2075 PIONEER CT, SAN MATEO, CA 94403 (Mailing) View Map

Financial Information for Lassahn Fiduciary Services

Form 5500

LASSAHN FIDUCIARY SERVICES

2075 Pioneer Court, San Mateo, Ca 94403 (650) 578-9030 EIN:45-3073438 Plan Admin:Karyn Stiles
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameLASSAHN FIDUCIARY SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$962,144 / $1,245,241 2023 LASSAHN FIDUCIARY SERVICES 401(K) PLAN - Plan #001 11 / 11 $962,144 / $1,245,241
2022 Plan NameLASSAHN FIDUCIARY SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$914,932 / $962,144 2022 LASSAHN FIDUCIARY SERVICES 401(K) PLAN - Plan #001 9 / 10 $914,932 / $962,144
2021 Plan NameLASSAHN FIDUCIARY SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$712,393 / $914,932 2021 LASSAHN FIDUCIARY SERVICES 401(K) PLAN - Plan #001 9 / 9 $712,393 / $914,932
2020 Plan NameLASSAHN FIDUCIARY SERVICES 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 12 Assets BOY/EOY$562,420 / $712,393 2020 LASSAHN FIDUCIARY SERVICES 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 10 / 12 $562,420 / $712,393
2019 Plan NameLASSAHN FIDUCIARY SERVICES 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$394,663 / $562,420 2019 LASSAHN FIDUCIARY SERVICES 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 11 / 10 $394,663 / $562,420
Benefit & Retirement Plans based on Form 5500.
PPP Loans

LASSAHN FIDUCIARY SERVICES

2075 Pioneer Ct, San Mateo, CA 94403-1719 Industry:All Other Professional, Scientific, and Technical Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
02/10/2021 Approved$165,900 Forgiven$166,968 LenderTri Counties Bank Jobs7 02/10/2021 $165,900 $166,968 Tri Counties Bank 7
04/16/2020 Approved$147,800 Forgiven$148,962 LenderTri Counties Bank Jobs7 04/16/2020 $147,800 $148,962 Tri Counties Bank 7
PPP Loans based on Paycheck Protection Program.
Address Match:2075 Pioneer Ct San Mateo, CA
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration
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