Patrick James, Inc.

Corporation Service Company Registered Agent	1127 BROADWAY ST NE STE 310, SALEM, OR 97301 (Mailing)
Patrick M Mon Pere President	7060 N MARKS AVE STE 117, FRESNO, CA 93711
Michael M Mon Pere Secretary	7060 N MARKS AVE STE 117, FRESNO, CA 93711

7060 N MARKS AVE STE 117, FRESNO, CA 93711 (Mailing) View Map

Form 5500

7060 N Marks Ave - STE 117, Fresno, Ca 93711 (559) 448-0600 EIN:94-1560642 Plan Admin:Erisa Fiduciary Services, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePATRICK JAMES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY50 / 51 Assets BOY/EOY$818,731 / $621,032	2023	PATRICK JAMES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	50 / 51	$818,731 / $621,032
2022	Plan NamePATRICK JAMES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY50 / 47 Assets BOY/EOY$1,987,682 / $818,731	2022	PATRICK JAMES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	50 / 47	$1,987,682 / $818,731
2021	Plan NamePATRICK JAMES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY59 / 49 Assets BOY/EOY$0 / $0	2021	PATRICK JAMES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	59 / 49	$0 / $0
2020	Plan NamePATRICK JAMES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY77 / 79 Assets BOY/EOY$1,973,203 / $2,249,386	2020	PATRICK JAMES 401(K) PROFIT SHARING PLAN - Plan #001	77 / 79	$1,973,203 / $2,249,386
2019	Plan NamePATRICK JAMES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY73 / 84 Assets BOY/EOY$1,572,759 / $1,973,203	2019	PATRICK JAMES 401(K) PROFIT SHARING PLAN - Plan #001	73 / 84	$1,572,759 / $1,973,203

Benefit & Retirement Plans based on Form 5500.

PPP Loans

2188 Club House Drive, West Linn, OR 97068 Industry:Offices of Real Estate Agents and Brokers

Loan Date	Approved	Forgiven	Lender	Jobs
04/30/2020	Approved$7,122 Forgiven$7,195 LenderCeltic Bank Corporation Jobs1	04/30/2020	$7,122	$7,195	Celtic Bank Corporation	1
04/08/2020	Approved$627,400 Forgiven$632,663 LenderUMB Bank, National Association Jobs94	04/08/2020	$627,400	$632,663	UMB Bank, National Association	94

PPP Loans based on Paycheck Protection Program.

Address Match:7060 N Marks Ave Ste 117 Fresno, CA

Patrick James, Inc. Registered in Arizona	Fresno, CA Phoenix, AZ	View Report
Patrick James, Inc. Registered in California	Fresno, CA	View Report
Patrick James Multichannel, Inc. Registered in California	Fresno, CA	View Report

Related Business Names:

Patrick James Associates, Inc. Registered in New Jersey		View Report
Patrick James Foundation, Inc. Registered in Michigan	Ferndale, MI	View Report
Patrick, James Kernan Inc. Registered in New York	Yonkers, NY	View Report
Patrick James Becker, Inc. Registered in California	Concord, CA	View Report
Patrick James Enterprises Inc. Registered in California	Ripon, CA	View Report
Patrick James, Inc. Registered in Pennsylvania	State College, PA	View Report
Patrick James, Inc. Registered in Nevada	Fresno, CA	View Report
Patrick James, Inc. Registered in Georgia	Atlanta, GA	View Report
James Patrick, Inc. Registered in Nevada	Reno, NV	View Report
Patrick James, Inc. Registered in Texas	Granbury, TX	View Report
Patrick James Associates Inc. Registered in Washington	Seattle, WA	View Report
Patrick James Corry, Inc. Registered in Florida	Clearwater, FL	View Report
Patrick James Engineering, Inc. Registered in Florida	Fort Pierce, FL Port Saint Lucie, FL	View Report
Patrick James Equipment, Inc. Registered in Florida	Cedar Park, TX Jupiter, FL	View Report
Patrick, James & Co., Inc. Registered in Oregon	Beaverton, OR Portland, OR	View Report
Patrick James, Inc. Registered in Nevada	Las Vegas, NV	View Report

Address Match:7060 N Marks Ave Fresno, CA

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Better Living Comp, Inc. Registered in California	Fresno, CA	View Report
California Roofers Comp Group, Inc. Registered in California	Fresno, CA	View Report
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Commercial Services Comp, Inc. Registered in California	Fresno, CA	View Report
Cornerstone Comp. Inc. Registered in California	Fresno, CA Glendora, CA	View Report
Pacific Claims Management Registered in California	Fresno, CA	View Report
Path Financial & Insurance Services, Inc. Registered in California	Fresno, CA	View Report
The Path Alliance, Inc. Registered in California	Fresno, CA	View Report
A.C. Newman & Company Insurance Correspondents, Inc. Registered in Alabama	Fresno, CA Montgomery, AL	View Report
Prodco Finance CO. Registered in California	Fresno, CA	View Report
Acco Trading Company, LLC Registered in California	Fresno, CA	View Report
Acfsc Properties Corp. Registered in California	Fresno, CA	View Report
Anderson Clayton Financial Services Corp. Registered in California	Fresno, CA	View Report
Pacific Claims Management, LLC Registered in California	Fresno, CA Salinas, CA	View Report
Queensland Cotton Corporation Limited Registered in California	Fresno, CA	View Report
Producers Cotton Oil Company Registered in California	Fresno, CA	View Report

Person/City Match:Patrick M Mon Pere - Fresno, CA

Tcpm Investments, LLC Registered in California	Fresno, CA		View Report

The following government agencies have contributed data:

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

Company Summary