Whitson and Associates, Inc. in Monterey, CA was registered on 01/22/2020. It is listed at 6 Harris Ct, Monterey, Ca 93940.
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Whitson And Associates, Inc.
Registered Agent
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7625 THUNDERBIRD LN, COLORADO SPRINGS, CO 80919
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6 HARRIS CT, MONTEREY, CA 93940
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWHITSON AND ASSOCIATES, INC 401(K) AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY47 / 45 Assets BOY/EOY$6,530,484 / $8,860,360 | 2023 | WHITSON AND ASSOCIATES, INC 401(K) AND PROFIT SHARING PLAN - Plan #001 | 47 / 45 | $6,530,484 / $8,860,360 |
| 2022 | Plan NameWHITSON AND ASSOCIATES, INC 401(K) AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY48 / 47 Assets BOY/EOY$7,196,892 / $6,530,484 | 2022 | WHITSON AND ASSOCIATES, INC 401(K) AND PROFIT SHARING PLAN - Plan #001 | 48 / 47 | $7,196,892 / $6,530,484 |
| 2021 | Plan NameWHITSON AND ASSOCIATES, INC 401(K) AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY47 / 48 Assets BOY/EOY$5,687,178 / $7,196,892 | 2021 | WHITSON AND ASSOCIATES, INC 401(K) AND PROFIT SHARING PLAN - Plan #001 | 47 / 48 | $5,687,178 / $7,196,892 |
| 2020 | Plan NameWHITSON AND ASSOCIATES, INC 401(K) AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY46 / 47 Assets BOY/EOY$4,371,120 / $5,687,178 | 2020 | WHITSON AND ASSOCIATES, INC 401(K) AND PROFIT SHARING PLAN - Plan #001 | 46 / 47 | $4,371,120 / $5,687,178 |
| 2019 | Plan NameWHITSON AND ASSOCIATES, INC 401(K) AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY46 / 46 Assets BOY/EOY$3,105,028 / $4,371,120 | 2019 | WHITSON AND ASSOCIATES, INC 401(K) AND PROFIT SHARING PLAN - Plan #001 | 46 / 46 | $3,105,028 / $4,371,120 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$680,539 Forgiven$685,629 LenderSanta Cruz County Bank Jobs29 | 04/11/2020 | $680,539 | $685,629 | Santa Cruz County Bank | 29 |
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