Helix Re, Inc. at 4055 Happy Valley Rd, Lafayette, Ca 94549 lists James Roche of Lafayette, CA as the associate.
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James Roche
Individual Agent
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4055 HAPPY VALLEY RD, LAFAYETTE, CA 94549
(View Past Addresses)
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James Roche
CEO
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4055 HAPPY VALLEY RD, LAFAYETTE, CA 94549
(View Past Addresses)
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James Roche
Chief Financial Officer
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4055 HAPPY VALLEY RD, LAFAYETTE, CA 94549
(View Past Addresses)
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James Roche
Secretary
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4055 HAPPY VALLEY RD, LAFAYETTE, CA 94549
(View Past Addresses)
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4055 HAPPY VALLEY RD, LAFAYETTE, CA 94549
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3828 S WATER AVE, PORTLAND, OR 97239
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameHELIX RE, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY22 / 0 Assets BOY/EOY$161,437 / $0 | 2023 | HELIX RE, INC. 401(K) PLAN & TRUST - Plan #001 | 22 / 0 | $161,437 / $0 |
| 2022 | Plan NameHELIX RE, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY22 / 22 Assets BOY/EOY$682,496 / $161,437 | 2022 | HELIX RE, INC. 401(K) PLAN & TRUST - Plan #001 | 22 / 22 | $682,496 / $161,437 |
| 2021 | Plan NameHELIX RE, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY31 / 24 Assets BOY/EOY$642,052 / $682,496 | 2021 | HELIX RE, INC. 401(K) PLAN & TRUST - Plan #001 | 31 / 24 | $642,052 / $682,496 |
| 2020 | Plan NameHELIX RE, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY31 / 28 Assets BOY/EOY$898,989 / $642,052 | 2020 | HELIX RE, INC. 401(K) PLAN & TRUST - Plan #001 | 31 / 28 | $898,989 / $642,052 |
| 2019 | Plan NameHELIX RE, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY31 / 33 Assets BOY/EOY$698,795 / $898,989 | 2019 | HELIX RE, INC. 401(K) PLAN & TRUST - Plan #001 | 31 / 33 | $698,795 / $898,989 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/23/2021 | Approved$154,020 Forgiven$155,130 LenderCity National Bank Jobs6 | 04/23/2021 | $154,020 | $155,130 | City National Bank | 6 |
| 04/11/2020 | Approved$418,117 Forgiven$423,593 LenderCity National Bank Jobs7 | 04/11/2020 | $418,117 | $423,593 | City National Bank | 7 |
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Registered in Utah
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