Sfbaia, Inc. at 3003 Oak Rd STE 250, Walnut Creek, Ca 94597 lists Gregory Cohn and Tamara Rich of Walnut Creek, CA as the associates.
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Gregory Cohn
Individual Agent
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3003 OAK RD STE 250, WALNUT CREEK, CA 94597
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Gregory Cohn
CEO
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3003 OAK RD STE 250, WALNUT CREEK, CA 94597
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Tamara Rich
Chief Financial Officer
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3003 OAK RD STE 250, WALNUT CREEK, CA 94597
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Gregory Cohn
Director
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3003 OAK RD STE 250, WALNUT CREEK, CA 94597
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Gregory Cohn
Secretary
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3003 OAK RD STE 250, WALNUT CREEK, CA 94597
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3003 OAK RD STE 250, WALNUT CREEK, CA 94597
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSFBAIA, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY60 / 66 Assets BOY/EOY$1,704,104 / $2,322,061 | 2023 | SFBAIA, INC. RETIREMENT SAVINGS PLAN - Plan #001 | 60 / 66 | $1,704,104 / $2,322,061 |
| 2022 | Plan NameSFBAIA, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY48 / 60 Assets BOY/EOY$1,869,223 / $1,704,104 | 2022 | SFBAIA, INC. RETIREMENT SAVINGS PLAN - Plan #001 | 48 / 60 | $1,869,223 / $1,704,104 |
| 2021 | Plan NameSFBAIA, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY56 / 54 Assets BOY/EOY$1,540,210 / $1,869,223 | 2021 | SFBAIA, INC. RETIREMENT SAVINGS PLAN - Plan #001 | 56 / 54 | $1,540,210 / $1,869,223 |
| 2020 | Plan NameSFBAIA, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY54 / 56 Assets BOY/EOY$1,158,607 / $1,540,210 | 2020 | SFBAIA, INC. RETIREMENT SAVINGS PLAN - Plan #001 | 54 / 56 | $1,158,607 / $1,540,210 |
| 2019 | Plan NameSFBAIA, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY63 / 52 Assets BOY/EOY$1,046,094 / $1,158,607 | 2019 | SFBAIA, INC. RETIREMENT SAVINGS PLAN - Plan #001 | 63 / 52 | $1,046,094 / $1,158,607 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/13/2020 | Approved$558,300 Forgiven$562,935 LenderCity National Bank Jobs45 | 04/13/2020 | $558,300 | $562,935 | City National Bank | 45 |
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