Community Roots Foundation at 29292 Crown Valley Pkwy, Laguna Niguel, Ca 92677 lists Andrea Knudsen and Kacy Druy of Laguna Niguel, CA as the associates.
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Eve M Fein
Individual Agent
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29292 CROWN VALLEY PKWY, LAGUNA NIGUEL, CA 92677
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Andrea Knudsen
CEO
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29292 CROWN VALLEY PKWY, LAGUNA NIGUEL, CA 92677
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Andrea Knudsen
Chief Financial Officer
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29292 CROWN VALLEY PKWY, LAGUNA NIGUEL, CA 92677
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Kacy Druy
Secretary
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29292 CROWN VALLEY PKWY, LAGUNA NIGUEL, CA 92677
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29292 CROWN VALLEY PKWY, LAGUNA NIGUEL, CA 92677
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCOMMUNITY ROOTS FOUNDATION 403(B) PLAN Plan #001 Participants BOY/EOY27 / 28 Assets BOY/EOY$39,194 / $45,952 | 2023 | COMMUNITY ROOTS FOUNDATION 403(B) PLAN - Plan #001 | 27 / 28 | $39,194 / $45,952 |
| 2022 | Plan NameCOMMUNITY ROOTS FOUNDATION 403(B) PLAN Plan #001 Participants BOY/EOY24 / 30 Assets BOY/EOY$35,068 / $39,194 | 2022 | COMMUNITY ROOTS FOUNDATION 403(B) PLAN - Plan #001 | 24 / 30 | $35,068 / $39,194 |
| 2021 | Plan NameCOMMUNITY ROOTS FOUNDATION 403(B) PLAN Plan #001 Participants BOY/EOY31 / 27 Assets BOY/EOY$26,370 / $35,068 | 2021 | COMMUNITY ROOTS FOUNDATION 403(B) PLAN - Plan #001 | 31 / 27 | $26,370 / $35,068 |
| 2020 | Plan NameCOMMUNITY ROOTS FOUNDATION 403(B) PLAN Plan #001 Participants BOY/EOY29 / 32 Assets BOY/EOY$13,003 / $26,370 | 2020 | COMMUNITY ROOTS FOUNDATION 403(B) PLAN - Plan #001 | 29 / 32 | $13,003 / $26,370 |
| 2019 | Plan NameCOMMUNITY ROOTS FOUNDATION 403(B) PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$2,056 / $13,003 | 2019 | COMMUNITY ROOTS FOUNDATION 403(B) PLAN - Plan #001 | 10 / 11 | $2,056 / $13,003 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
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| 2022 | # of Emps35 Contributions$156,663 Revenue$1,273,038 Expenses$1,093,879 Assets EOY$439,829 Liabilities$122,102 | 2022 | 35 | $156,663 | $1,273,038 | $1,093,879 | $439,829 | $122,102 |
| 2021 | # of Emps42 Contributions$182,106 Revenue$1,047,495 Expenses$1,155,127 Assets EOY$376,937 Liabilities$238,369 | 2021 | 42 | $182,106 | $1,047,495 | $1,155,127 | $376,937 | $238,369 |
| 2020 | # of Emps39 Contributions$2,270 Revenue$691,935 Expenses$992,911 Assets EOY$462,988 Liabilities$216,788 | 2020 | 39 | $2,270 | $691,935 | $992,911 | $462,988 | $216,788 |
| 2019 | # of Emps31 Contributions$1,515 Revenue$930,842 Expenses$831,548 Assets EOY$601,946 Liabilities$54,770 | 2019 | 31 | $1,515 | $930,842 | $831,548 | $601,946 | $54,770 |
| 2018 | # of Emps34 Contributions$18,553 Revenue$868,271 Expenses$751,797 Assets EOY$484,146 Liabilities$36,264 | 2018 | 34 | $18,553 | $868,271 | $751,797 | $484,146 | $36,264 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/23/2021 | Approved$133,407 Forgiven$134,228 LenderJPMorgan Chase Bank, National Association Jobs27 | 03/23/2021 | $133,407 | $134,228 | JPMorgan Chase Bank, National Association | 27 |
| 05/01/2020 | Approved$145,727 Forgiven$146,866 LenderJPMorgan Chase Bank, National Association Jobs290 | 05/01/2020 | $145,727 | $146,866 | JPMorgan Chase Bank, National Association | 290 |
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