Envision Financial Systems, Inc at 650 Town Center Dr STE 1800, Costa Mesa, Ca 92626 lists Megan Macdonald of Greenwood Village, CO.
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Megan Macdonald
Registered Agent
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5660 GREENWOOD PLAZA BLVD STE 250, GREENWOOD VILLAGE, CO 80111
(View Past Addresses)
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650 TOWN CENTER DR STE 1800, COSTA MESA, CA 92626
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY46 / 43 Assets BOY/EOY$0 / $0 | 2023 | ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN - Plan #001 | 46 / 43 | $0 / $0 |
| 2022 | Plan NameENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY55 / 46 Assets BOY/EOY$0 / $0 | 2022 | ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN - Plan #001 | 55 / 46 | $0 / $0 |
| 2021 | Plan NameENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY50 / 55 Assets BOY/EOY$0 / $0 | 2021 | ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN - Plan #001 | 50 / 55 | $0 / $0 |
| 2020 | Plan NameENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY46 / 50 Assets BOY/EOY$0 / $0 | 2020 | ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN - Plan #001 | 46 / 50 | $0 / $0 |
| 2019 | Plan NameENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY46 / 46 Assets BOY/EOY$0 / $0 | 2019 | ENVISION FINANCIAL SYSTEMS, INC. 401(K) PLAN - Plan #001 | 46 / 46 | $0 / $0 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$867,175 Forgiven$875,036 LenderJPMorgan Chase Bank, National Association Jobs41 | 05/01/2020 | $867,175 | $875,036 | JPMorgan Chase Bank, National Association | 41 |
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