Jfm Planning Services, Inc.

Amy Cook Individual Agent	320 PORTOLA DR, SAN MATEO, CA 94403
Amy Cook CEO	320 PORTOLA DR, SAN MATEO, CA 94403
Amy Cook Chief Financial Officer	320 PORTOLA DR, SAN MATEO, CA 94403
Amy Cook Director	320 PORTOLA DR, SAN MATEO, CA 94403
Amy Cook Secretary	320 PORTOLA DR, SAN MATEO, CA 94403

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320 PORTOLA DR, SAN MATEO, CA 94403 (Mailing) View Map

Form 5500

320 Portola Drive, San Mateo, Ca 94403 (650) 349-2274 EIN:46-3097379 Plan Admin:Amy Cook

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameJFM PLANNING SERVICES, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$901,198 / $801,159	2022	JFM PLANNING SERVICES, INC. 401(K) PLAN & TRUST - Plan #001	3 / 2	$901,198 / $801,159
2021	Plan NameJFM PLANNING SERVICES, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$729,010 / $901,198	2021	JFM PLANNING SERVICES, INC. 401(K) PLAN & TRUST - Plan #001	3 / 3	$729,010 / $901,198
2020	Plan NameJFM PLANNING SERVICES, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$603,771 / $729,010	2020	JFM PLANNING SERVICES, INC. 401(K) PLAN & TRUST - Plan #001	2 / 2	$603,771 / $729,010
2019	Plan NameJFM PLANNING SERVICES, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$423,544 / $603,771	2019	JFM PLANNING SERVICES, INC. 401(K) PLAN & TRUST - Plan #001	1 / 2	$423,544 / $603,771

Benefit & Retirement Plans based on Form 5500.

PPP Loans

1700 S El Camino Real STE 504, San Mateo, Ca 94402

Loan Date	Approved	Forgiven	Lender	Jobs
04/29/2020	Approved$56,183 Forgiven$56,688 LenderWells Fargo Bank, National Association Jobs3	04/29/2020	$56,183	$56,688	Wells Fargo Bank, National Association	3

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

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

Company Summary