Bracey Tax and Investments, Inc. at 3 Pointe Dr 201, Brea, Ca 92821 lists Phillip Gayle Bracey and Patricia Hines Bracey of La Mirada, CA as associates.
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Phillip Gayle Bracey
Individual Agent
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11853 STAMY RD, LA MIRADA, CA 90638
(View Past Addresses)
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Phillip Gayle Bracey
CEO
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11853 STAMY RD, LA MIRADA, CA 90638
(View Past Addresses)
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Patricia Hines Bracey
Chief Financial Officer
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11853 STAMY RD, LA MIRADA, CA 90638
(View Past Addresses)
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Phillip Gayle Bracey
Director
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11853 STAMY RD, LA MIRADA, CA 90638
(View Past Addresses)
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Sean Bracey Phillip Bracey
Director
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11853 STAMY RD, LA MIRADA, CA 90638
(View Past Addresses)
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Abigail Bracey
Director
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11853 STAMY RD, LA MIRADA, CA 90638
(View Past Addresses)
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Patricia Hines Bracey
Director
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11853 STAMY RD, LA MIRADA, CA 90638
(View Past Addresses)
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Sean Phillip Bracey
Secretary
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11853 STAMY RD, LA MIRADA, CA 90638
(View Past Addresses)
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3 POINTE DR 201, BREA, CA 92821
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11853 STAMY RD, LA MIRADA, CA 90638
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBRACEY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$572,892 / $779,353 | 2023 | BRACEY FINANCIAL 401(K) PLAN - Plan #001 | 7 / 7 | $572,892 / $779,353 |
| 2022 | Plan NameBRACEY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$550,307 / $572,892 | 2022 | BRACEY FINANCIAL 401(K) PLAN - Plan #001 | 6 / 7 | $550,307 / $572,892 |
| 2021 | Plan NameBRACEY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$411,805 / $550,307 | 2021 | BRACEY FINANCIAL 401(K) PLAN - Plan #001 | 7 / 6 | $411,805 / $550,307 |
| 2020 | Plan NameBRACEY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$288,329 / $411,805 | 2020 | BRACEY FINANCIAL 401(K) PLAN - Plan #001 | 6 / 7 | $288,329 / $411,805 |
| 2019 | Plan NameBRACEY FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$192,622 / $288,329 | 2019 | BRACEY FINANCIAL 401(K) PLAN - Plan #001 | 5 / 6 | $192,622 / $288,329 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$65,352 Forgiven$65,918 LenderJPMorgan Chase Bank, National Association Jobs6 | 05/01/2020 | $65,352 | $65,918 | JPMorgan Chase Bank, National Association | 6 |
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