University Lab Partners at 5270 California Ave STE 300, Irvine, Ca 92617 lists Kenneth L. Beall of Newport Beach, CA and Greg Bohdan of Irvine, CA.
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Kathleen Burchardt
Individual Agent
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1200 NEWPORT CENTER DR STE 220, NEWPORT BEACH, CA 92660
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Kenneth L. Beall
CEO
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1200 NEWPORT CENTER DR STE 220, NEWPORT BEACH, CA 92660
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Greg Bohdan
Chief Financial Officer
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5270 CALIFORNIA AVE STE 300, IRVINE, CA 92617
(View Past Addresses)
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Hareem Maune
Secretary
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5270 CALIFORNIA AVE STE 300, IRVINE, CA 92617
(View Past Addresses)
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5270 CALIFORNIA AVE STE 300, IRVINE, CA 92617
View Map
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527 CALIFORNIA AVE STE 300, IRVINE, CA 92617
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NameUNIVERSITY LAB PARTNERS 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 0 Assets BOY/EOY$13,963 / $0 | 2021 | UNIVERSITY LAB PARTNERS 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 4 / 0 | $13,963 / $0 |
| 2020 | Plan NameUNIVERSITY LAB PARTNERS 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY0 / 4 Assets BOY/EOY$0 / $13,963 | 2020 | UNIVERSITY LAB PARTNERS 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 0 / 4 | $0 / $13,963 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps17 Contributions$264,947 Revenue$4,846,235 Expenses$4,607,738 Assets EOY$8,713,268 Liabilities$6,071,184 | 2022 | 17 | $264,947 | $4,846,235 | $4,607,738 | $8,713,268 | $6,071,184 |
| 2021 | # of Emps15 Contributions$363,407 Revenue$3,756,700 Expenses$4,048,181 Assets EOY$3,170,025 Liabilities$766,438 | 2021 | 15 | $363,407 | $3,756,700 | $4,048,181 | $3,170,025 | $766,438 |
| 2020 | # of Emps10 Contributions$1,861,122 Revenue$3,423,011 Expenses$2,798,639 Assets EOY$3,657,643 Liabilities$962,575 | 2020 | 10 | $1,861,122 | $3,423,011 | $2,798,639 | $3,657,643 | $962,575 |
| 2019 | # of Emps0 Contributions$2,731,407 Revenue$2,731,807 Expenses$661,111 Assets EOY$3,050,654 Liabilities$979,958 | 2019 | 0 | $2,731,407 | $2,731,807 | $661,111 | $3,050,654 | $979,958 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/30/2020 | Approved$44,000 Forgiven$44,368 LenderSunwest Bank Jobs3 | 04/30/2020 | $44,000 | $44,368 | Sunwest Bank | 3 |
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