Forward Change at 548 Market ST # 19629, San Francisco, Ca 94104 lists Robert Phillips and Allen Gunn of San Francisco, CA as associates.
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David Bracamontes
Individual Agent
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548 MARKET ST # 19629, SAN FRANCISCO, CA 94104
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Robert Phillips
CEO
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548 MARKET ST # 19629, SAN FRANCISCO, CA 94104
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Allen Gunn
Chief Financial Officer
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548 MARKET ST # 19629, SAN FRANCISCO, CA 94104
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Jonathan Brack
Secretary
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548 MARKET ST # 19629, SAN FRANCISCO, CA 94104
(View Past Addresses)
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548 MARKET ST # 19629, SAN FRANCISCO, CA 94104
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameFORWARD CHANGE 401(K) PLAN Plan #001 Participants BOY/EOY7 / 4 Assets BOY/EOY$92,640 / $56,677 | 2023 | FORWARD CHANGE 401(K) PLAN - Plan #001 | 7 / 4 | $92,640 / $56,677 |
| 2022 | Plan NameFORWARD CHANGE 401(K) PLAN Plan #001 Participants BOY/EOY0 / 7 Assets BOY/EOY$0 / $92,640 | 2022 | FORWARD CHANGE 401(K) PLAN - Plan #001 | 0 / 7 | $0 / $92,640 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps8 Contributions$682,833 Revenue$1,307,271 Expenses$787,096 Assets EOY$1,255,957 Liabilities$62,783 | 2022 | 8 | $682,833 | $1,307,271 | $787,096 | $1,255,957 | $62,783 |
| 2021 | # of Emps6 Contributions$765,000 Revenue$928,987 Expenses$564,999 Assets EOY$684,629 Liabilities$11,992 | 2021 | 6 | $765,000 | $928,987 | $564,999 | $684,629 | $11,992 |
| 2020 | # of Emps4 Contributions$372,000 Revenue$429,650 Expenses$353,449 Assets EOY$308,649 Liabilities$0 | 2020 | 4 | $372,000 | $429,650 | $353,449 | $308,649 | $0 |
| 2019 | # of Emps2 Contributions$303,040 Revenue$303,040 Expenses$438,676 Assets EOY$232,748 Liabilities$7,445 | 2019 | 2 | $303,040 | $303,040 | $438,676 | $232,748 | $7,445 |
| 2018 | # of Emps0 Contributions$501,829 Revenue$501,829 Expenses$140,890 Assets EOY$369,209 Liabilities$8,270 | 2018 | 0 | $501,829 | $501,829 | $140,890 | $369,209 | $8,270 |
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Registered in Virginia
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Registered in Missouri
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Registered in Pennsylvania
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Registered in Minnesota
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