Vernal Point Advisors LLC
Oregon
Registered In
05/27/2020
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Vernal Point Advisors LLC at 235 Montgomery ST STE 1120, San Francisco, Ca 94104 lists Paul Morelli and Kevin Goldstein of San Francisco, CA as associates.
Overview
Registered In
Oregon
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
California
Search Other Resources
People
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Corporation Service Company
Registered Agent
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1127 BROADWAY ST NE STE 310, SALEM, OR 97301
(Mailing)
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Paul Morelli
Member
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235 PINE ST STE 1225, SAN FRANCISCO, CA 94104
(View Past Addresses)
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Kevin Goldstein
Member
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235 PINE ST STE 1225, SAN FRANCISCO, CA 94104
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Michael Lewis
Member
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235 PINE ST STE 1225, SAN FRANCISCO, CA 94104
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Julie Sievert
Member
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235 PINE ST STE 1225, SAN FRANCISCO, CA 94104
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John Turcik
Member
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235 PINE ST STE 1225, SAN FRANCISCO, CA 94104
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Richard Faw
Member
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235 PINE ST STE 1225, SAN FRANCISCO, CA 94104
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Liz Wu
Member
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235 PINE ST STE 1225, SAN FRANCISCO, CA 94104
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Showing current associates only (8 of 9 total associates). Create a free account to see the full associate history
Map & Locations
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235 MONTGOMERY ST STE 1120, SAN FRANCISCO, CA 94104
View Map
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235 PINE ST STE 1225, SAN FRANCISCO, CA 94104
(Mailing)
View Map
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Financials
Financial Information for Vernal Point Advisors LLC
Form 5500
VERNAL POINT ADVISORS, LLC
548 Market Street, Suite 36461, San Francisco, Ca 94104 (415) 203-9052 EIN:46-1866823 Plan Admin:Michael Lewis| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameVERNAL POINT ADVISORS, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$1,213,043 / $1,476,748 | 2022 | VERNAL POINT ADVISORS, LLC RETIREMENT PLAN - Plan #001 | 13 / 14 | $1,213,043 / $1,476,748 |
| 2021 | Plan NameVERNAL POINT ADVISORS, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY10 / 13 Assets BOY/EOY$816,255 / $1,213,043 | 2021 | VERNAL POINT ADVISORS, LLC RETIREMENT PLAN - Plan #001 | 10 / 13 | $816,255 / $1,213,043 |
| 2020 | Plan NameVERNAL POINT ADVISORS, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 10 Assets BOY/EOY$390,802 / $816,255 | 2020 | VERNAL POINT ADVISORS, LLC RETIREMENT PLAN - Plan #001 | 7 / 10 | $390,802 / $816,255 |
| 2019 | Plan NameVERNAL POINT ADVISORS, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 7 Assets BOY/EOY$81,690 / $390,802 | 2019 | VERNAL POINT ADVISORS, LLC RETIREMENT PLAN - Plan #001 | 4 / 7 | $81,690 / $390,802 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
VERNAL POINT ADVISORS LLC
235 Montgomery St, Suite 1120, San Francisco, CA 94104| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$237,028 Forgiven$239,638 LenderMid Penn Bank Jobs9 | 04/27/2020 | $237,028 | $239,638 | Mid Penn Bank | 9 |
PPP Loans based on Paycheck Protection Program.
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Sources
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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