Valley Oak Partners, LLC
Idaho
Registered In
01/07/2021
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Valley Oak Partners, LLC at 734 The Alameda, San Jose, Ca 95126 lists Steve Partners Fisher and Mark Partners Russell of San Jose, CA as associates.
Overview
Registered In
Idaho
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Active-Existing
Registration Type
Foreign
Foreign Jurisdiction
California
Search Other Resources
People
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Bonnie Readd
Registered Agent
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2069 E COMISKY ST, MERIDIAN, ID 83646
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Steve Partners Fisher
Manager
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734 THE ALAMEDA, SAN JOSE, CA 95126
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Mark Partners Russell
Manager
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734 THE ALAMEDA, SAN JOSE, CA 95126
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Greg Partners Poncetta
Manager
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734 THE ALAMEDA, SAN JOSE, CA 95126
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Mark Russell
Governor
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734 THE ALAMEDA, SAN JOSE, CA 95126
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Map & Locations
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734 THE ALAMEDA, SAN JOSE, CA 95126
View Map
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734 THE ALAMEDA LAURA COE, SAN JOSE, CA 95126
(Mailing)
View Map
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Financials
Financial Information for Valley Oak Partners, LLC
Form 5500
VALLEY OAK PARTNERS, LLC
734 The Alameda, San Jose, Ca 95126 (408) 282-9700 EIN:90-0351668 Plan Admin:Mark Russell| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameVALLEY OAK PARTNERS, LLC 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY10 / 12 Assets BOY/EOY$819,425 / $850,250 | 2022 | VALLEY OAK PARTNERS, LLC 401(K) PLAN & TRUST - Plan #001 | 10 / 12 | $819,425 / $850,250 |
| 2021 | Plan NameVALLEY OAK PARTNERS, LLC 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$454,600 / $819,425 | 2021 | VALLEY OAK PARTNERS, LLC 401(K) PLAN & TRUST - Plan #001 | 9 / 10 | $454,600 / $819,425 |
| 2020 | Plan NameVALLEY OAK PARTNERS, LLC 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$341,928 / $454,600 | 2020 | VALLEY OAK PARTNERS, LLC 401(K) PLAN & TRUST - Plan #001 | 9 / 9 | $341,928 / $454,600 |
| 2019 | Plan NameVALLEY OAK PARTNERS, LLC 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY7 / 9 Assets BOY/EOY$244,784 / $341,928 | 2019 | VALLEY OAK PARTNERS, LLC 401(K) PLAN & TRUST - Plan #001 | 7 / 9 | $244,784 / $341,928 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
VALLEY OAK PARTNERS, LLC
734 The Alameda, SAN JOSE, CA 95126-3154 Industry:Other Activities Related to Real Estate| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/09/2020 | Approved$120,000 Forgiven$120,983 LenderFremont Bank Jobs6 | 04/09/2020 | $120,000 | $120,983 | Fremont Bank | 6 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• Idaho Secretary of State's Office • U.S. Department of Labor • U.S. Small Business Administration
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