Annual Reviews

Colorado
Registered In
04/09/2019
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Annual Reviews at 1875 S Grant ST STE 700, San Mateo, Ca 94402 lists Jane Stern of Castle Rock, CO.

Registered In
Colorado
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Nonprofit Corporation
Status
Good Standing
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Jane Stern Registered Agent
4833 FRONT ST, CASTLE ROCK, CO 80104 2185 FARADAY AVE STE 120, CARLSBAD, CA 92008 (Mailing) (View Past Addresses)
1875 S GRANT ST STE 700, SAN MATEO, CA 94402 View Map
PO BOX 10139, PALO ALTO, CA 94303 (Mailing) View Map
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Financial Information for Annual Reviews

Form 5500

ANNUAL REVIEWS

1875 S. Grant St., Suite 700, San Mateo, Ca 94402 (650) 843-6620 EIN:94-1156476 Plan Admin:Jonathan Michael
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2024 Plan NameCHARLESTON INFORMATION GROUP, LLC 401(K)PLAN Plan #002 Participants BOY/EOY2 / 0 Assets BOY/EOY$516,358 / $0 2024 CHARLESTON INFORMATION GROUP, LLC 401(K)PLAN - Plan #002 2 / 0 $516,358 / $0
2023 Plan NameCHARLESTON INFORMATION GROUP, LLC 401(K)PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$398,688 / $516,358 2023 CHARLESTON INFORMATION GROUP, LLC 401(K)PLAN - Plan #002 2 / 2 $398,688 / $516,358
2022 Plan NameANNUAL REVIEWS 403(B) DC PLAN Plan #001 Participants BOY/EOY162 / 150 Assets BOY/EOY$44,086,362 / $38,108,918 2022 ANNUAL REVIEWS 403(B) DC PLAN - Plan #001 162 / 150 $44,086,362 / $38,108,918
2021 Plan NameANNUAL REVIEWS 403(B) DC PLAN Plan #001 Participants BOY/EOY155 / 162 Assets BOY/EOY$36,752,427 / $44,086,362 2021 ANNUAL REVIEWS 403(B) DC PLAN - Plan #001 155 / 162 $36,752,427 / $44,086,362
2020 Plan NameANNUAL REVIEWS 403(B) DC PLAN Plan #001 Participants BOY/EOY161 / 155 Assets BOY/EOY$30,900,969 / $36,752,427 2020 ANNUAL REVIEWS 403(B) DC PLAN - Plan #001 161 / 155 $30,900,969 / $36,752,427
2019 Plan NameANNUAL REVIEWS 403(B) DC PLAN Plan #001 Participants BOY/EOY147 / 161 Assets BOY/EOY$24,420,612 / $30,900,969 2019 ANNUAL REVIEWS 403(B) DC PLAN - Plan #001 147 / 161 $24,420,612 / $30,900,969
Benefit & Retirement Plans based on Form 5500.
Form 990

ANNUAL REVIEWS

4139 El Camino Way, Palo Alto, Ca 94306-4010 EIN:94-1156476 Deductibility:Contributions are deductible Classification:Educational Organization; Scientific Organization Type:Professional Societies & Associations
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps108 Contributions$1,130,543 Revenue$16,449,751 Expenses$18,989,322 Assets EOY$5,519,153 Liabilities$7,855,029 2022 108 $1,130,543 $16,449,751 $18,989,322 $5,519,153 $7,855,029
2021 # of Emps112 Contributions$1,271,548 Revenue$24,175,447 Expenses$17,068,136 Assets EOY$5,610,700 Liabilities$8,265,033 2021 112 $1,271,548 $24,175,447 $17,068,136 $5,610,700 $8,265,033
2020 # of Emps110 Contributions$949,672 Revenue$17,287,616 Expenses$16,882,000 Assets EOY$5,336,677 Liabilities$6,744,623 2020 110 $949,672 $17,287,616 $16,882,000 $5,336,677 $6,744,623
2019 # of Emps100 Contributions$1,093,230 Revenue$17,244,662 Expenses$17,537,580 Assets EOY$6,004,018 Liabilities$6,834,475 2019 100 $1,093,230 $17,244,662 $17,537,580 $6,004,018 $6,834,475
2018 # of Emps102 Contributions$1,723,740 Revenue$16,316,653 Expenses$17,421,864 Assets EOY$5,837,223 Liabilities$6,013,662 2018 102 $1,723,740 $16,316,653 $17,421,864 $5,837,223 $6,013,662
Tax Returns based on Form 990 & 990N.
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The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor Internal Revenue Service
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