Steinberg Institute at 1121 L ST STE 300, Sacramento, Ca 95814 lists Maggie A Merritt of Sacramento, CA and Rich Leib of La Jolla, CA as associates.
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Maggie A Merritt
Individual Agent
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1121 L ST STE 300, SACRAMENTO, CA 95814
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Maggie A Merritt
CEO
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1121 L ST STE 300, SACRAMENTO, CA 95814
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Rich Leib
Chief Financial Officer
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888 PROSPECT ST STE 30, LA JOLLA, CA 62307
(View Past Addresses)
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Steve Fields
Secretary
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368 FELL ST, SAN FRANCISCO, CA 94102
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1121 L ST STE 300, SACRAMENTO, CA 95814
(Mailing)
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2023 | Plan NameSTEINBERG INSTITUTE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 7 Assets BOY/EOY$169,993 / $284,738 | 2023 | STEINBERG INSTITUTE 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 7 | $169,993 / $284,738 |
| 2022 | Plan NameSTEINBERG INSTITUTE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$146,664 / $169,993 | 2022 | STEINBERG INSTITUTE 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 5 | $146,664 / $169,993 |
| 2021 | Plan NameSTEINBERG INSTITUTE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$99,252 / $146,664 | 2021 | STEINBERG INSTITUTE 401(K) PROFIT SHARING PLAN - Plan #001 | 2 / 2 | $99,252 / $146,664 |
| 2020 | Plan NameSTEINBERG INSTITUTE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$114,171 / $99,252 | 2020 | STEINBERG INSTITUTE 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 2 | $114,171 / $99,252 |
| 2019 | Plan NameSTEINBERG INSTITUTE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$66,654 / $112,200 | 2019 | STEINBERG INSTITUTE 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 2 | $66,654 / $112,200 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
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| 2022 | # of Emps9 Contributions$578,160 Revenue$579,075 Expenses$1,526,615 Assets EOY$760,738 Liabilities$260,574 | 2022 | 9 | $578,160 | $579,075 | $1,526,615 | $760,738 | $260,574 |
| 2021 | # of Emps9 Contributions$584,365 Revenue$584,465 Expenses$1,133,728 Assets EOY$1,539,695 Liabilities$91,991 | 2021 | 9 | $584,365 | $584,465 | $1,133,728 | $1,539,695 | $91,991 |
| 2020 | # of Emps7 Contributions$1,655,799 Revenue$2,099,601 Expenses$824,002 Assets EOY$2,058,145 Liabilities$61,178 | 2020 | 7 | $1,655,799 | $2,099,601 | $824,002 | $2,058,145 | $61,178 |
| 2019 | # of Emps7 Contributions$714,067 Revenue$1,030,515 Expenses$797,853 Assets EOY$780,552 Liabilities$59,134 | 2019 | 7 | $714,067 | $1,030,515 | $797,853 | $780,552 | $59,134 |
| 2018 | # of Emps6 Contributions$76,935 Revenue$254,887 Expenses$683,995 Assets EOY$522,555 Liabilities$30,663 | 2018 | 6 | $76,935 | $254,887 | $683,995 | $522,555 | $30,663 |
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