Isaacson Miller, Inc. at 1000 Sansome St, San Francisco, Ca 94111 lists Ericka Miller and John Fahy of Boston, MA as associates.
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John Fahy
Individual Agent
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1000 SANSOME ST, SAN FRANCISCO, CA 94111
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Ericka Miller
CEO
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263 SUMMER ST, BOSTON, MA 01760
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John Fahy
Chief Financial Officer
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263 SUMMER ST, BOSTON, MA 01760
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Aliza Cupples
Secretary
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263 SUMMER ST, BOSTON, MA 01760
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1000 SANSOME ST, SAN FRANCISCO, CA 94111
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263 SUMMER ST, BOSTON, MA 02210
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY339 / 373 Assets BOY/EOY$21,928,160 / $25,008,238 | 2022 | ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 | 339 / 373 | $21,928,160 / $25,008,238 |
| 2021 | Plan NameISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY295 / 332 Assets BOY/EOY$17,705,974 / $21,928,160 | 2021 | ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 | 295 / 332 | $17,705,974 / $21,928,160 |
| 2020 | Plan NameISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY339 / 294 Assets BOY/EOY$17,199,513 / $17,705,974 | 2020 | ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 | 339 / 294 | $17,199,513 / $17,705,974 |
| 2019 | Plan NameISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY261 / 338 Assets BOY/EOY$14,219,057 / $17,199,513 | 2019 | ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 | 261 / 338 | $14,219,057 / $17,199,513 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$1,805,300 Forgiven$1,819,841 LenderFirst-Citizens Bank & Trust Company Jobs235 | 04/14/2020 | $1,805,300 | $1,819,841 | First-Citizens Bank & Trust Company | 235 |
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Registered in Connecticut
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Registered in Nevada
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