The James B. Oswald Company

Arizona
Registered In
04/09/2001
Incorp. Date
Foreign
Registration Type
Ohio
Foreign Jurisdiction

Company Summary

The James B. Oswald Company at 8825 N 23rd Ave STE 100, Phoenix, Az 85021 lists Robert Klonk and David Jacobs of Cleveland, OH as associates.

Registered In
Arizona
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Ohio
Company Type
Foreign For-Profit (Business) Corporation
Status
Active
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Corporation Service Company Registered Agent
8825 N 23RD AVE STE 100, PHOENIX, AZ 85021
Robert Klonk CEO (Chief Executive Officer)
1100 SUPERIOR AVE STE 1500, CLEVELAND, OH 44114
David Jacobs President
1100 SUPERIOR AVE STE 1500, CLEVELAND, OH 44114
Joseph Dubois Director
1100 SUPERIOR AVE STE 1500, CLEVELAND, OH 44114
David Jacobs Director
1100 SUPERIOR AVE STE 1500, CLEVELAND, OH 44114
Robert Klonk Director
1100 SUPERIOR AVE STE 1500, CLEVELAND, OH 44114
Steve Lee Secretary
1100 SUPERIOR AVE STE 1500, CLEVELAND, OH 44114
Joseph Dubois Treasurer
1100 SUPERIOR AVE STE 1500, CLEVELAND, OH 44114
Jbo Holding Shareholder
1100 SUPERIOR AVE STE 1500, CLEVELAND, OH 44114
8825 N 23RD AVE STE 100, PHOENIX, AZ 85021 View Map
1100 SUPERIOR AVE STE 1500, CLEVELAND, OH 44114 View Map

Financial Information for The James B. Oswald Company

Form 5500

THE JAMES B. OSWALD COMPANY

1100 Superior Avenue East Suite 1500, Cleveland, Oh 44114 (216) 658-3720 EIN:34-0445620 Plan Admin:Joseph Dubois
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameTHE JAMES B. OSWALD COMPANY EMPLOYEE WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY391 / 0 Assets BOY/EOY$0 / $0 2022 THE JAMES B. OSWALD COMPANY EMPLOYEE WELFARE BENEFIT PLAN - Plan #501 391 / 0 $0 / $0
2021 Plan NameTHE JAMES B. OSWALD COMPANY EMPLOYEE WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY386 / 0 Assets BOY/EOY$0 / $0 2021 THE JAMES B. OSWALD COMPANY EMPLOYEE WELFARE BENEFIT PLAN - Plan #501 386 / 0 $0 / $0
2020 Plan NameTHE JAMES B. OSWALD COMPANY EMPLOYEE WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY391 / 0 Assets BOY/EOY$0 / $0 2020 THE JAMES B. OSWALD COMPANY EMPLOYEE WELFARE BENEFIT PLAN - Plan #501 391 / 0 $0 / $0
2019 Plan NameTHE JAMES B. OSWALD COMPANY EMPLOYEE WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY371 / 0 Assets BOY/EOY$0 / $0 2019 THE JAMES B. OSWALD COMPANY EMPLOYEE WELFARE BENEFIT PLAN - Plan #501 371 / 0 $0 / $0
2019 Plan NameTHE JAMES B. OSWALD COMPANY EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY428 / 0 Assets BOY/EOY$42,423,179 / $0 2019 THE JAMES B. OSWALD COMPANY EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 428 / 0 $42,423,179 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

THE JAMES B. OSWALD COMPANY

1100 Superior Avenue, Suite 1500, CLEVELAND, OH 44114-2544 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
04/04/2020 Approved$7,616,500 Forgiven$7,707,898 LenderWestfield Bank, FSB Jobs394 04/04/2020 $7,616,500 $7,707,898 Westfield Bank, FSB 394
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Arizona Corporation Commission U.S. Department of Labor U.S. Small Business Administration
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