Excelsior Charter Group at 15505 Civic Dr, Victorville, Ca 92392 lists Lucy Rivera and Alicia Anderson of Victorville, CA as associates.
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Alicia Anderson
Individual Agent
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15505 CIVIC DR STE A, VICTORVILLE, CA 92392
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Lucy Rivera
CEO
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15505 CIVIC DR, VICTORVILLE, CA 92392
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Alicia Anderson
Chief Financial Officer
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15505 CIVIC DR, VICTORVILLE, CA 92392
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Mark Chow
Secretary
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15505 CIVIC DR, VICTORVILLE, CA 92392
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15505 CIVIC DR, VICTORVILLE, CA 92392
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2022 | Plan NameEXCELSIOR CHARTER GROUP ERISA 403B PLAN Plan #001 Participants BOY/EOY108 / 136 Assets BOY/EOY$1,961,841 / $1,949,052 | 2022 | EXCELSIOR CHARTER GROUP ERISA 403B PLAN - Plan #001 | 108 / 136 | $1,961,841 / $1,949,052 |
| 2021 | Plan NameEXCELSIOR CHARTER GROUP ERISA 403B PLAN Plan #001 Participants BOY/EOY80 / 108 Assets BOY/EOY$1,440,579 / $1,961,841 | 2021 | EXCELSIOR CHARTER GROUP ERISA 403B PLAN - Plan #001 | 80 / 108 | $1,440,579 / $1,961,841 |
| 2021 | Plan NameEXCELSIOR CHARTER GROUP CONTRACT EE'S 403(B) PLAN Plan #001 Participants BOY/EOY2 / 58 Assets BOY/EOY$154,667 / $197,095 | 2021 | EXCELSIOR CHARTER GROUP CONTRACT EE'S 403(B) PLAN - Plan #001 | 2 / 58 | $154,667 / $197,095 |
| 2020 | Plan NameEXCELSIOR CHARTER GROUP ERISA 403B PLAN Plan #001 Participants BOY/EOY77 / 80 Assets BOY/EOY$998,847 / $1,440,579 | 2020 | EXCELSIOR CHARTER GROUP ERISA 403B PLAN - Plan #001 | 77 / 80 | $998,847 / $1,440,579 |
| 2020 | Plan NameEXCELSIOR CHARTER GROUP CONTRACT EE'S 403(B) PLAN Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$70,709 / $154,667 | 2020 | EXCELSIOR CHARTER GROUP CONTRACT EE'S 403(B) PLAN - Plan #001 | 1 / 2 | $70,709 / $154,667 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
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| 2022 | # of Emps111 Contributions$0 Revenue$3,396,344 Expenses$3,039,515 Assets EOY$8,935,665 Liabilities$3,051,033 | 2022 | 111 | $0 | $3,396,344 | $3,039,515 | $8,935,665 | $3,051,033 |
| 2021 | # of Emps79 Contributions$491,496 Revenue$3,516,558 Expenses$2,610,735 Assets EOY$7,432,677 Liabilities$1,904,874 | 2021 | 79 | $491,496 | $3,516,558 | $2,610,735 | $7,432,677 | $1,904,874 |
| 2020 | # of Emps98 Contributions$0 Revenue$2,870,122 Expenses$2,451,290 Assets EOY$7,187,699 Liabilities$2,603,590 | 2020 | 98 | $0 | $2,870,122 | $2,451,290 | $7,187,699 | $2,603,590 |
| 2019 | # of Emps75 Contributions$0 Revenue$2,778,947 Expenses$2,499,958 Assets EOY$4,579,194 Liabilities$413,917 | 2019 | 75 | $0 | $2,778,947 | $2,499,958 | $4,579,194 | $413,917 |
| 2018 | # of Emps34 Contributions$0 Revenue$2,577,091 Expenses$2,492,808 Assets EOY$4,137,170 Liabilities$250,882 | 2018 | 34 | $0 | $2,577,091 | $2,492,808 | $4,137,170 | $250,882 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/27/2020 | Approved$491,496 Forgiven$497,189 LenderFountainhead SBF LLC Jobs61 | 05/27/2020 | $491,496 | $497,189 | Fountainhead SBF LLC | 61 |
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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 Internal Revenue Service