Urban Investment Advisors, Inc.
California
Registered In
10/08/2014
Incorp. Date
Company Summary
Urban Investment Advisors, Inc. at 700 Larkspur Landing Cir STE 199, Larkspur, Ca 94939 lists Dana Abigail Urban of San Rafael, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Dana Abigail Urban
Individual Agent
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30 BAYVIEW DR, SAN RAFAEL, CA 94901
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Dana Abigail Urban
CEO
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30 BAYVIEW DR, SAN RAFAEL, CA 94901
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Dana Abigail Urban
Chief Financial Officer
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30 BAYVIEW DR, SAN RAFAEL, CA 94901
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Dana Abigail Urban
Director
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30 BAYVIEW DR, SAN RAFAEL, CA 94901
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Dana Abigail Urban
Secretary
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30 BAYVIEW DR, SAN RAFAEL, CA 94901
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Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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700 LARKSPUR LANDING CIR STE 199, LARKSPUR, CA 94939
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Urban Investment Advisors, Inc.
Form 5500
URBAN INVESTMENT ADVISORS, INC.
700 Larkspur Landing Circle Suite 200, Larkspur, Ca 94939 (415) 461-8600 EIN:47-2234117 Plan Admin:Dana Urban| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameURBAN INVESTMENT ADVISORS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$451,923 / $696,419 | 2023 | URBAN INVESTMENT ADVISORS, INC. CASH BALANCE PLAN - Plan #002 | 3 / 3 | $451,923 / $696,419 |
| 2023 | Plan NameURBAN INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$358,220 / $521,825 | 2023 | URBAN INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 | 3 / 3 | $358,220 / $521,825 |
| 2022 | Plan NameURBAN INVESTMENT ADVISORS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$255,000 / $451,923 | 2022 | URBAN INVESTMENT ADVISORS, INC. CASH BALANCE PLAN - Plan #002 | 3 / 3 | $255,000 / $451,923 |
| 2022 | Plan NameURBAN INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$329,130 / $358,220 | 2022 | URBAN INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 | 3 / 3 | $329,130 / $358,220 |
| 2021 | Plan NameURBAN INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 1 Assets BOY/EOY$384,846 / $329,130 | 2021 | URBAN INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 | 2 / 1 | $384,846 / $329,130 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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