Polaris Advisory Inc.

Sunnyvale, CA

California

Registered In

01/07/2013

Incorp. Date

Company Summary

Polaris Advisory Inc. at 710 Lakeway Dr STE 250, Sunnyvale, Ca 94085 lists Yuenman Anne Mak of Sunnyvale, CA as the associate.

Overview

Registered In

California

Incorporation Date

01/07/2013

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Yuenman Anne Mak Individual Agent	710 LAKEWAY DRIVE SUITE 250, SUITE 250, CA 94085 (View Past Addresses)
Yuenman Anne Mak CEO	710 LAKEWAY DR STE 250, SUNNYVALE, CA 94085
Yuenman Anne Mak Chief Financial Officer	710 LAKEWAY DR STE 250, SUNNYVALE, CA 94085
Yuenman Anne Mak Director	710 LAKEWAY DR STE 250, SUNNYVALE, CA 94085
Yuenman Anne Mak Secretary	710 LAKEWAY DR STE 250, SUNNYVALE, CA 94085

Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

710 LAKEWAY DR STE 250, SUNNYVALE, CA 94085 (Mailing) View Map

Financials

Financial Information for Polaris Advisory Inc.

Form 5500

POLARIS ADVISORY INC.

710 Lakeway Drive, Suite 250, Sunnyvale, Ca 94085 (408) 736-8833 EIN:46-2100332 Plan Admin:Yuenman Anne Mak

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePOLARIS ADVISORY INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$605,110 / $1,002,572	2023	POLARIS ADVISORY INC. 401(K) PLAN - Plan #001	2 / 2	$605,110 / $1,002,572
2022	Plan NamePOLARIS ADVISORY INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$965,430 / $605,110	2022	POLARIS ADVISORY INC. 401(K) PLAN - Plan #001	2 / 2	$965,430 / $605,110
2022	Plan NamePOLARIS ADVISORY INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$427,570 / $431,100	2022	POLARIS ADVISORY INC. DEFINED BENEFIT PENSION PLAN - Plan #002	2 / 2	$427,570 / $431,100
2021	Plan NamePOLARIS ADVISORY INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$779,629 / $965,430	2021	POLARIS ADVISORY INC. 401(K) PLAN - Plan #001	2 / 2	$779,629 / $965,430
2021	Plan NamePOLARIS ADVISORY INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY2 / 3 Assets BOY/EOY$268,069 / $427,570	2021	POLARIS ADVISORY INC. DEFINED BENEFIT PENSION PLAN - Plan #002	2 / 3	$268,069 / $427,570
2020	Plan NamePOLARIS ADVISORY INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$477,069 / $779,629	2020	POLARIS ADVISORY INC. 401(K) PLAN - Plan #001	2 / 2	$477,069 / $779,629
2020	Plan NamePOLARIS ADVISORY INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$108,065 / $268,069	2020	POLARIS ADVISORY INC. DEFINED BENEFIT PENSION PLAN - Plan #002	2 / 2	$108,065 / $268,069
2019	Plan NamePOLARIS ADVISORY INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$309,794 / $477,069	2019	POLARIS ADVISORY INC. 401(K) PLAN - Plan #001	2 / 2	$309,794 / $477,069
2019	Plan NamePOLARIS ADVISORY INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$50,000 / $108,065	2019	POLARIS ADVISORY INC. DEFINED BENEFIT PENSION PLAN - Plan #002	2 / 2	$50,000 / $108,065

Benefit & Retirement Plans based on Form 5500.

PPP Loans

POLARIS ADVISORY INC.

710 Lakeway Dr STE 250, Sunnyvale, Ca 94085 Industry:Administrative Management and General Management Consulting Services Race:Asian Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$29,227 Forgiven$29,587 LenderJPMorgan Chase Bank, National Association Jobs4	05/01/2020	$29,227	$29,587	JPMorgan Chase Bank, National Association	4

PPP Loans based on Paycheck Protection Program.

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Address Match:710 Lakeway Dr Ste 250 Sunnyvale, CA

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Sources

The following government agencies have contributed data:

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