First3years at 1199 S Belt Line Rd STE 100, Coppell, Tx 75019 lists Mark Sinatra of Dallas, TX and Jim Brewer of Rockwall, TX as associates.
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Ashley N Difabio-Borthick
Registered Agent
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15851 DALLAS PKWY # 106, ADDISON, TX 75001
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Mark Sinatra
Director
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1400 HIGH LINE DR # 1002, DALLAS, TX 75207
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Jim Brewer
Director
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420 COLUMBIA DR, ROCKWALL, TX 75032
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Jane Switzer
Director
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8008 CASE DR, PLANO, TX 75025
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Lisa Bracken
Director
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6243 PALO PINTO, DALLAS, TX 75214
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Ira Einsohn
Director
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6506 FORESTSHIRE DR, DALLAS, TX 75230
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Claire Merkl
Director
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1630 S BROWNLEE, CORPUS CHRISTI, TX 78404
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Carolyn Simpson
Director
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1655 MAIN ST STE 101, LUBBOCK, TX 79401
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Barbie Brashear
Director
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3015 RICHMOND AVE STE 120-1, HOUSTON, TX 77098
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Stacy Ramirez
Director
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6207 SHERIDAN AVE, AUSTIN, TX 78723
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1199 S BELT LINE RD STE 100, COPPELL, TX 75019
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameFIRST3YEARS EMPLOYEE 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY19 / 22 Assets BOY/EOY$203,095 / $207,869 | 2022 | FIRST3YEARS EMPLOYEE 403(B) RETIREMENT PLAN - Plan #001 | 19 / 22 | $203,095 / $207,869 |
| 2021 | Plan NameFIRST3YEARS EMPLOYEE 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY15 / 18 Assets BOY/EOY$122,624 / $203,095 | 2021 | FIRST3YEARS EMPLOYEE 403(B) RETIREMENT PLAN - Plan #001 | 15 / 18 | $122,624 / $203,095 |
| 2020 | Plan NameFIRST3YEARS EMPLOYEE 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY11 / 15 Assets BOY/EOY$20,724 / $122,624 | 2020 | FIRST3YEARS EMPLOYEE 403(B) RETIREMENT PLAN - Plan #001 | 11 / 15 | $20,724 / $122,624 |
| 2019 | Plan NameFIRST3YEARS EMPLOYEE 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 11 Assets BOY/EOY$0 / $20,724 | 2019 | FIRST3YEARS EMPLOYEE 403(B) RETIREMENT PLAN - Plan #001 | 5 / 11 | $0 / $20,724 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps24 Contributions$862,199 Revenue$915,769 Expenses$1,702,273 Assets EOY$1,553,439 Liabilities$106,427 | 2022 | 24 | $862,199 | $915,769 | $1,702,273 | $1,553,439 | $106,427 |
| 2021 | # of Emps24 Contributions$1,247,358 Revenue$1,412,890 Expenses$1,756,538 Assets EOY$2,390,887 Liabilities$157,371 | 2021 | 24 | $1,247,358 | $1,412,890 | $1,756,538 | $2,390,887 | $157,371 |
| 2020 | # of Emps18 Contributions$2,186,539 Revenue$2,447,719 Expenses$1,531,755 Assets EOY$2,654,794 Liabilities$77,630 | 2020 | 18 | $2,186,539 | $2,447,719 | $1,531,755 | $2,654,794 | $77,630 |
| 2019 | # of Emps20 Contributions$1,814,828 Revenue$1,915,217 Expenses$1,220,358 Assets EOY$1,674,107 Liabilities$5,058 | 2019 | 20 | $1,814,828 | $1,915,217 | $1,220,358 | $1,674,107 | $5,058 |
| 2018 | # of Emps18 Contributions$1,086,741 Revenue$1,263,325 Expenses$1,075,091 Assets EOY$1,004,782 Liabilities$30,592 | 2018 | 18 | $1,086,741 | $1,263,325 | $1,075,091 | $1,004,782 | $30,592 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$153,500 Forgiven$154,481 LenderPlainsCapital Bank Jobs12 | 04/14/2020 | $153,500 | $154,481 | PlainsCapital Bank | 12 |
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