Annual Reviews
Oklahoma
Registered In
04/11/2019
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Annual Reviews at 3133 Tiger Run Ct STE 111, Carlsbad, Ca 92010 lists Richard B Gallagher of Palo Alto, CA as the associate.
Overview
Registered In
Oklahoma
Incorporation Date
Company Type
Charitable Organization
Status
In Existence
Registration Type
Foreign
Foreign Jurisdiction
California
Search Other Resources
People
|
Richard B Gallagher
|
4139 EL CAMINO WAY, PALO ALTO, CA 94306
|
Map & Locations
|
3133 TIGER RUN CT STE 111, CARLSBAD, CA 92010
View Map
|
Financials
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 |
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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Sources
The following government agencies have contributed data:
• Oklahoma Secretary of State • U.S. Department of Labor • Internal Revenue Service
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