Apercen Partners LLC

Colorado
Registered In
07/20/2021
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Apercen Partners LLC in Palo Alto, CA was registered on 07/20/2021. It is listed at 314 Lytton Ave, Palo Alto, Ca 94301.

Registered In
Colorado
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Limited Liability Company
Status
Good Standing
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C T Corporation System Registered Agent
7700 E ARAPAHOE RD STE 220, CENTENNIAL, CO 80112
314 LYTTON AVE, PALO ALTO, CA 94301 View Map
340 PALLADIO PKWY STE 540, FOLSOM, CA 95630 (Mailing) View Map
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Financial Information for Apercen Partners LLC

Form 5500

APERCEN PARTNERS LLC

314 Lytton Avenue Suite 200, Palo Alto, Ca 94301 (650) 804-7100 EIN:26-2246506 Plan Admin:Teodoro Martinez
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameAPERCEN PARTNERS 401K PLAN Plan #001 Participants BOY/EOY257 / 352 Assets BOY/EOY$15,265,495 / $17,822,029 2022 APERCEN PARTNERS 401K PLAN - Plan #001 257 / 352 $15,265,495 / $17,822,029
2022 Plan NameAPERCEN PARTNERS LLC WRAP PLAN Plan #501 Participants BOY/EOY180 / 0 Assets BOY/EOY$0 / $0 2022 APERCEN PARTNERS LLC WRAP PLAN - Plan #501 180 / 0 $0 / $0
2021 Plan NameAPERCEN PARTNERS 401K PLAN Plan #001 Participants BOY/EOY196 / 257 Assets BOY/EOY$11,114,118 / $15,265,495 2021 APERCEN PARTNERS 401K PLAN - Plan #001 196 / 257 $11,114,118 / $15,265,495
2021 Plan NameAPERCEN PARTNERS LLC WRAP PLAN Plan #501 Participants BOY/EOY154 / 0 Assets BOY/EOY$0 / $0 2021 APERCEN PARTNERS LLC WRAP PLAN - Plan #501 154 / 0 $0 / $0
2020 Plan NameAPERCEN PARTNERS 401K PLAN Plan #001 Participants BOY/EOY186 / 196 Assets BOY/EOY$8,578,725 / $11,114,118 2020 APERCEN PARTNERS 401K PLAN - Plan #001 186 / 196 $8,578,725 / $11,114,118
2020 Plan NameAPERCEN PARTNERS LLC WRAP PLAN Plan #501 Participants BOY/EOY141 / 0 Assets BOY/EOY$0 / $0 2020 APERCEN PARTNERS LLC WRAP PLAN - Plan #501 141 / 0 $0 / $0
2019 Plan NameAPERCEN PARTNERS 401K PLAN Plan #001 Participants BOY/EOY158 / 186 Assets BOY/EOY$5,554,636 / $8,578,725 2019 APERCEN PARTNERS 401K PLAN - Plan #001 158 / 186 $5,554,636 / $8,578,725
2019 Plan NameAPERCEN PARTNERS LLC WRAP PLAN Plan #501 Participants BOY/EOY147 / 0 Assets BOY/EOY$0 / $0 2019 APERCEN PARTNERS LLC WRAP PLAN - Plan #501 147 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

APERCEN PARTNERS LLC

314 Lytton Ave Ste 200, Palo Alto, CA 94301-1430 Industry:Offices of Certified Public Accountants Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/11/2020 Approved$3,303,500 Forgiven$3,339,250 LenderJPMorgan Chase Bank, National Association Jobs153 04/11/2020 $3,303,500 $3,339,250 JPMorgan Chase Bank, National Association 153
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor U.S. Small Business Administration
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