Erdal Swartz Team at 2447 Raleigh Dr, San Jose, Ca 95124 lists Kevin Swartz and Pelin Erdal of San Jose, CA as the associates.
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Mark Drobny
Individual Agent
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4180 TRUXEL RD STE 100, SACRAMENTO, CA 95834
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Kevin Swartz
CEO
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2447 RALEIGH DR, SAN JOSE, CA 95124
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Kevin Swartz
Chief Financial Officer
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2447 RALEIGH DR, SAN JOSE, CA 95124
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Pelin Erdal
Director
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2447 RALEIGH DR, SAN JOSE, CA 95124
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Kevin Swartz
Director
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2447 RALEIGH DR, SAN JOSE, CA 95124
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Pelin Erdal
Secretary
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2447 RALEIGH DR, SAN JOSE, CA 95124
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2447 RALEIGH DR, SAN JOSE, CA 95124
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameERDAL SWARTZ TEAM RETIREMENT TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$44,037 / $122,026 | 2023 | ERDAL SWARTZ TEAM RETIREMENT TRUST - Plan #001 | 4 / 4 | $44,037 / $122,026 |
| 2022 | Plan NameERDAL SWARTZ TEAM RETIREMENT TRUST Plan #001 Participants BOY/EOY0 / 4 Assets BOY/EOY$0 / $44,037 | 2022 | ERDAL SWARTZ TEAM RETIREMENT TRUST - Plan #001 | 0 / 4 | $0 / $44,037 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$41,667 Forgiven$42,084 LenderWells Fargo Bank, National Association Jobs2 | 05/01/2020 | $41,667 | $42,084 | Wells Fargo Bank, National Association | 2 |
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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