Upshaw Insurance Agency, Inc.

Arizona
Registered In
11/03/2001
Incorp. Date
Foreign
Registration Type
Texas
Foreign Jurisdiction

Company Summary

Upshaw Insurance Agency, Inc. at 8825 N 23rd Ave STE 100, Phoenix, Az 85021 lists Cory Bentley and Charla Rose of Amarillo, TX as associates.

Overview

Registered In
Arizona
Incorporation Date
Company Type
Foreign For-Profit (Business) Corporation
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Texas
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People

Corporation Service Company Registered Agent
8825 N 23RD AVE STE 100, PHOENIX, AZ 85021
Cory Bentley President
801 S FILLMORE ST STE 300, AMARILLO, TX 79101 (View Past Addresses)
Charla Rose Director
801 S FILLMORE ST STE 300, AMARILLO, TX 79101 (View Past Addresses)
A'ndrea Wright Director
801 S FILLMORE ST STE 300, AMARILLO, TX 79101 (View Past Addresses)
Cory Bentley Director
801 S FILLMORE ST STE 300, AMARILLO, TX 79101 (View Past Addresses)
Robert Bentley Director
801 S FILLMORE ST STE 300, AMARILLO, TX 79101 (View Past Addresses)
A'ndrea Wright Secretary
801 S FILLMORE ST STE 300, AMARILLO, TX 79101 (View Past Addresses)
A'ndrea Wright Treasurer
801 S FILLMORE ST STE 300, AMARILLO, TX 79101 (View Past Addresses)
Cory Bentley Shareholder
NOT REQUIRED XXXXX
Charla Rose Shareholder
NOT REQUIRED XXXXX

Map & Locations

8825 N 23RD AVE STE 100, PHOENIX, AZ 85021 View Map
801 S FILLMORE ST STE 300, AMARILLO, TX 79101 View Map

Financials

Financial Information for Upshaw Insurance Agency, Inc.

Form 5500

UPSHAW INSURANCE AGENCY, INC.

PO Box 1299, Amarillo, Tx 79105 (806) 468-0400 EIN:75-2352190 Plan Admin:A'ndrea Wright
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameUPSHAW INSURANCE AGENCY INC 401(K) PLAN Plan #002 Participants BOY/EOY62 / 57 Assets BOY/EOY$5,790,593 / $6,345,354 2023 UPSHAW INSURANCE AGENCY INC 401(K) PLAN - Plan #002 62 / 57 $5,790,593 / $6,345,354
2022 Plan NameUPSHAW INSURANCE AGENCY INC 401(K) PLAN Plan #002 Participants BOY/EOY60 / 62 Assets BOY/EOY$6,511,361 / $5,790,593 2022 UPSHAW INSURANCE AGENCY INC 401(K) PLAN - Plan #002 60 / 62 $6,511,361 / $5,790,593
2021 Plan NameUPSHAW INSURANCE AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY80 / 60 Assets BOY/EOY$6,041,498 / $6,511,361 2021 UPSHAW INSURANCE AGENCY, INC. 401(K) PLAN - Plan #002 80 / 60 $6,041,498 / $6,511,361
2020 Plan NameUPSHAW INSURANCE AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY97 / 95 Assets BOY/EOY$5,364,652 / $6,041,498 2020 UPSHAW INSURANCE AGENCY, INC. 401(K) PLAN - Plan #002 97 / 95 $5,364,652 / $6,041,498
2019 Plan NameUPSHAW INSURANCE AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY89 / 97 Assets BOY/EOY$4,412,574 / $5,364,652 2019 UPSHAW INSURANCE AGENCY, INC. 401(K) PLAN - Plan #002 89 / 97 $4,412,574 / $5,364,652
2018 Plan NameUPSHAW INSURANCE AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY64 / 68 Assets BOY/EOY$5,618,708 / $4,412,574 2018 UPSHAW INSURANCE AGENCY, INC. 401(K) PLAN - Plan #002 64 / 68 $5,618,708 / $4,412,574
2017 Plan NameUPSHAW INSURANCE AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY64 / 64 Assets BOY/EOY$4,479,324 / $5,618,708 2017 UPSHAW INSURANCE AGENCY, INC. 401(K) PLAN - Plan #002 64 / 64 $4,479,324 / $5,618,708
2015 Plan NameUPSHAW INSURANCE AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY52 / 54 Assets BOY/EOY$3,865,704 / $4,090,026 2015 UPSHAW INSURANCE AGENCY, INC. 401(K) PLAN - Plan #002 52 / 54 $3,865,704 / $4,090,026
2014 Plan NameUPSHAW INSURANCE AGENCY, INC, 401(K) PLAN Plan #002 Participants BOY/EOY43 / 39 Assets BOY/EOY$3,868,274 / $3,865,704 2014 UPSHAW INSURANCE AGENCY, INC, 401(K) PLAN - Plan #002 43 / 39 $3,868,274 / $3,865,704
2013 Plan NameUPSHAW INSURANCE AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY41 / 39 Assets BOY/EOY$3,146,334 / $3,868,274 2013 UPSHAW INSURANCE AGENCY, INC. 401(K) PLAN - Plan #002 41 / 39 $3,146,334 / $3,868,274
2012 Plan NameUPSHAW INSURANCE AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY44 / 39 Assets BOY/EOY$2,774,205 / $3,146,334 2012 UPSHAW INSURANCE AGENCY, INC. 401(K) PLAN - Plan #002 44 / 39 $2,774,205 / $3,146,334
2011 Plan NameUPSHAW INSURANCE AGENCY, INC. 401(K) PLAN Plan #002 Participants BOY/EOY44 / 43 Assets BOY/EOY$2,714,439 / $2,774,205 2011 UPSHAW INSURANCE AGENCY, INC. 401(K) PLAN - Plan #002 44 / 43 $2,714,439 / $2,774,205
Benefit & Retirement Plans based on Form 5500.
PPP Loans

UPSHAW INSURANCE AGENCY

801 S FILLMORE ST Ste 300, AMARILLO, TX 79101-3506 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
04/05/2020 Approved$970,400 Forgiven$977,193 LenderAmarillo National Bank Jobs53 04/05/2020 $970,400 $977,193 Amarillo National Bank 53
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

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