Lafayette Square Financial Advisors, Inc at 2950 Camino Diablo STE 220, Walnut Creek, Ca 94597 lists Gregory Peters of Seattle, WA as the associate.
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Erin Little
Registered Agent
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4718 INTERLAKE AVE N, SEATTLE, WA 98103
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Gregory Peters
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4718 INTERLAKE AVE N, SEATTLE, WA 98103
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2950 CAMINO DIABLO STE 220, WALNUT CREEK, CA 94597
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameLAFAYETTE SQUARE FINANCIAL ADVISOR 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$722,892 / $717,174 | 2022 | LAFAYETTE SQUARE FINANCIAL ADVISOR 401(K) P/S PLAN - Plan #001 | 5 / 5 | $722,892 / $717,174 |
| 2021 | Plan NameLAFAYETTE SQUARE FINANCIAL ADVISOR 401(K) P/S PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$509,043 / $722,892 | 2021 | LAFAYETTE SQUARE FINANCIAL ADVISOR 401(K) P/S PLAN - Plan #001 | 4 / 5 | $509,043 / $722,892 |
| 2020 | Plan NameLAFAYETTE SQUARE FINANCIAL ADVISOR 401(K) P/S PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$371,252 / $509,043 | 2020 | LAFAYETTE SQUARE FINANCIAL ADVISOR 401(K) P/S PLAN - Plan #001 | 4 / 4 | $371,252 / $509,043 |
| 2019 | Plan NameLAFAYETTE SQUARE FINANCIAL ADVISOR 401(K) P/S PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$245,947 / $371,252 | 2019 | LAFAYETTE SQUARE FINANCIAL ADVISOR 401(K) P/S PLAN - Plan #001 | 4 / 4 | $245,947 / $371,252 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/20/2020 | Approved$59,264 Forgiven$60,035 LenderWells Fargo Bank, National Association Jobs5 | 05/20/2020 | $59,264 | $60,035 | Wells Fargo Bank, National Association | 5 |
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Lafayette Square Financial Advisors, Inc
Registered in California
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Walnut Creek, CA | View Report |
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The following government agencies have contributed data:
Washington Secretary of State U.S. Department of Labor U.S. Small Business Administration