Cba Premier Insurance Solutions, Inc. in San Jose, CA lists Dirk Thomas Leone of San Jose, CA and Sun Ranch Community Asociation of Irvine, CA
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Dirk Leone
Individual Agent
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2033 GATEWAY PL STE 500, SAN JOSE, CA 95110
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Dirk Thomas Leone
CEO
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2033 GATEWAY PL STE 500, SAN JOSE, CA 95110
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Dirk Thomas Leone
Chief Financial Officer
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2033 GATEWAY PL STE 500, SAN JOSE, CA 95110
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Dirk Thomas Leone
Director
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2033 GATEWAY PL STE 500, SAN JOSE, CA 95110
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Dirk Thomas Leone
Secretary
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2033 GATEWAY PL STE 500, SAN JOSE, CA 95110
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Sun Ranch Community Asociation
Applicant
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16775 VON KARMAN AVE STE 100, IRVINE, CA 92606
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2033 GATEWAY PL STE 500, SAN JOSE, CA 95110
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCBA PREMIER INSURANCE SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,084,502 / $1,350,311 | 2023 | CBA PREMIER INSURANCE SOLUTIONS 401(K) PLAN - Plan #001 | 3 / 3 | $1,084,502 / $1,350,311 |
| 2022 | Plan NameCBA PREMIER INSURANCE SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,202,555 / $1,084,502 | 2022 | CBA PREMIER INSURANCE SOLUTIONS 401(K) PLAN - Plan #001 | 3 / 3 | $1,202,555 / $1,084,502 |
| 2021 | Plan NameCBA PREMIER INSURANCE SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$971,058 / $1,202,555 | 2021 | CBA PREMIER INSURANCE SOLUTIONS 401(K) PLAN - Plan #001 | 3 / 3 | $971,058 / $1,202,555 |
| 2020 | Plan NameCBA PREMIER INSURANCE SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$814,824 / $971,058 | 2020 | CBA PREMIER INSURANCE SOLUTIONS 401(K) PLAN - Plan #001 | 3 / 3 | $814,824 / $971,058 |
| 2019 | Plan NameCBA PREMIER INSURANCE SOLUTIONS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$643,785 / $814,824 | 2019 | CBA PREMIER INSURANCE SOLUTIONS 401(K) PLAN - Plan #001 | 3 / 3 | $643,785 / $814,824 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/09/2020 | Approved$75,408 Forgiven$75,960 LenderCommunity Bank of the Bay Jobs2 | 04/09/2020 | $75,408 | $75,960 | Community Bank of the Bay | 2 |
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