Collaborative Consulting, Inc. at 521 Browning St, Mill Valley, Ca 94941 lists Lori Peterson of Mill Valley, CA as the associate.
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Lori Peterson
Individual Agent
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521 BROWNING ST, MILL VALLEY, CA 94941
(View Past Addresses)
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Lori Peterson
CEO
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521 BROWNING ST, MILL VALLEY, CA 94941
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Lori Peterson
Chief Financial Officer
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521 BROWNING ST, MILL VALLEY, CA 94941
(View Past Addresses)
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Lori Peterson
Director
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521 BROWNING ST, MILL VALLEY, CA 94941
(View Past Addresses)
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Lori Peterson
Secretary
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521 BROWNING ST, MILL VALLEY, CA 94941
(View Past Addresses)
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521 BROWNING ST, MILL VALLEY, CA 94941
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCOLLABORATIVE CONSULTING 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$517,151 / $546,783 | 2022 | COLLABORATIVE CONSULTING 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $517,151 / $546,783 |
| 2021 | Plan NameCOLLABORATIVE CONSULTING 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY1 / 3 Assets BOY/EOY$417,611 / $517,151 | 2021 | COLLABORATIVE CONSULTING 401(K) PROFIT SHARING PLAN - Plan #001 | 1 / 3 | $417,611 / $517,151 |
| 2020 | Plan NameCOLLABORATIVE CONSULTING 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 1 Assets BOY/EOY$347,101 / $417,611 | 2020 | COLLABORATIVE CONSULTING 401(K) PROFIT SHARING PLAN - Plan #001 | 2 / 1 | $347,101 / $417,611 |
| 2019 | Plan NameCOLLABORATIVE CONSULTING 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$260,261 / $347,101 | 2019 | COLLABORATIVE CONSULTING 401(K) PROFIT SHARING PLAN - Plan #001 | 2 / 2 | $260,261 / $347,101 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/28/2021 | Approved$52,864 Forgiven$53,154 LenderLendistry SBLC, LLC Jobs3 | 03/28/2021 | $52,864 | $53,154 | Lendistry SBLC, LLC | 3 |
| 05/04/2020 | Approved$25,996 Forgiven$26,230 LenderWells Fargo Bank, National Association Jobs2 | 05/04/2020 | $25,996 | $26,230 | Wells Fargo Bank, National Association | 2 |