Simplified Coach, Inc. at 14051 Saratoga Sunnyvale Rd, Saratoga, Ca 95070 lists Theresa Marie Dahlbeck and Kaylyn Lehmann of Saratoga, CA as the associates.
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Lori Greene
Individual Agent
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12780 HILLSIDE TER, BOULDER CREEK, CA 95006
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Theresa Marie Dahlbeck
CEO
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14051 SARATOGA SUNNYVALE RD, SARATOGA, CA 95070
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Kaylyn Lehmann
Chief Financial Officer
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14051 SARATOGA SUNNYVALE RD, SARATOGA, CA 95070
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Theresa Marie Dahlbeck
Director
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14051 SARATOGA SUNNYVALE RD, SARATOGA, CA 95070
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Kaylyn Lehmann
Secretary
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14051 SARATOGA SUNNYVALE RD, SARATOGA, CA 95070
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14051 SARATOGA SUNNYVALE RD, SARATOGA, CA 95070
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSIMPLIFIED COACH, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$793,824 / $910,424 | 2023 | SIMPLIFIED COACH, INC. CASH BALANCE PLAN - Plan #002 | 4 / 4 | $793,824 / $910,424 |
| 2023 | Plan NameSIMPLIFIED COACH, INC 401(K)PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$415,087 / $553,273 | 2023 | SIMPLIFIED COACH, INC 401(K)PROFIT SHARING PLAN - Plan #001 | 7 / 8 | $415,087 / $553,273 |
| 2022 | Plan NameSIMPLIFIED COACH, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$835,496 / $793,824 | 2022 | SIMPLIFIED COACH, INC. CASH BALANCE PLAN - Plan #002 | 4 / 4 | $835,496 / $793,824 |
| 2022 | Plan NameSIMPLIFIED COACH, INC 401(K)PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$373,298 / $415,087 | 2022 | SIMPLIFIED COACH, INC 401(K)PROFIT SHARING PLAN - Plan #001 | 7 / 7 | $373,298 / $415,087 |
| 2021 | Plan NameSIMPLIFIED COACH, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$623,515 / $835,496 | 2021 | SIMPLIFIED COACH, INC. CASH BALANCE PLAN - Plan #002 | 4 / 4 | $623,515 / $835,496 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2021 | Approved$57,640 Forgiven$57,896 LenderMountain America FCU Jobs3 | 04/15/2021 | $57,640 | $57,896 | Mountain America FCU | 3 |
| 04/14/2020 | Approved$60,227 Forgiven$60,611 LenderCross River Bank Jobs5 | 04/14/2020 | $60,227 | $60,611 | Cross River Bank | 5 |
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