Apercen Partners LLC

Oregon
Registered In
06/05/2014
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Apercen Partners LLC at 340 Palladio Pkwy STE 540, Folsom, Ca 95630 lists Ted Martinez of Folsom, CA as the associate.

Registered In
Oregon
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Limited Liability Company
Status
Active
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Paul Keller Registered Agent
1155 SW MORRISON ST STE 500, PORTLAND, OR 97205
Ted Martinez Manager
340 PALLADIO PKWY STE 540, FOLSOM, CA 95630 (View Past Addresses)
340 PALLADIO PKWY STE 540, FOLSOM, CA 95630 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:

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