Alta Vista Insurance Agency

California
Registered In
07/03/1978
Incorp. Date

Company Summary

Alta Vista Insurance Agency in Carlsbad, CA lists Jti Partners, A California Limited Partnership of Sylmar, CA and Morgan E. Hege of Carlsbad, CA

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
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People

Melissa L Bustarde Individual Agent
2011 PALOMAR AIRPORT RD STE 306, CARLSBAD, CA 92011
Jti Partners, A California Limited Partnership Applicant
15191 BLEDSOE ST, SYLMAR, CA 91342
Morgan E. Hege CEO
2585 PIO PICO DR STE 100, CARLSBAD, CA 92008
Morgan E. Hege Chief Financial Officer
2585 PIO PICO DR STE 100, CARLSBAD, CA 92008 (View Past Addresses)
Dawn Grant Vice President
2585 PIO PICO DR STE 100, CARLSBAD, CA 92008
Seth Arruda Vice President
2585 PIO PICO DR STE 100, CARLSBAD, CA 92008
Dawn Grant Director
2585 PIO PICO DR STE 100, CARLSBAD, CA 92008
Seth Arruda Director
2585 PIO PICO DR STE 100, CARLSBAD, CA 92008
Morgan E Hege Director
2585 PIO PICO DR STE 100, CARLSBAD, CA 92008 (View Past Addresses)
Beth Walls Secretary
2585 PIO PICO DR STE 100, CARLSBAD, CA 92008 (View Past Addresses)
Showing 10 of 16 associates. Create a free account to view the complete list and historical changes.

Map & Locations

2585 PIO PICO DR STE 100, CARLSBAD, CA 92008 View Map
PO BOX 1480, VISTA, CA 92085 (Mailing) View Map
Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history

Financials

Financial Information for Alta Vista Insurance Agency

Form 5500

ALTA VISTA INSURANCE AGENCY

PO Box 1480, Vista, Ca 92085 (760) 724-2124 EIN:95-3283013 Plan Admin:Morgan E Hege
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameALTA VISTA INSURANCE AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$208,248 / $271,653 2023 ALTA VISTA INSURANCE AGENCY 401(K) PLAN - Plan #001 12 / 11 $208,248 / $271,653
2022 Plan NameALTA VISTA INSURANCE AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$241,059 / $208,248 2022 ALTA VISTA INSURANCE AGENCY 401(K) PLAN - Plan #001 12 / 12 $241,059 / $208,248
2021 Plan NameALTA VISTA INSURANCE AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY16 / 12 Assets BOY/EOY$176,939 / $241,059 2021 ALTA VISTA INSURANCE AGENCY 401(K) PLAN - Plan #001 16 / 12 $176,939 / $241,059
2020 Plan NameALTA VISTA INSURANCE AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$98,844 / $176,939 2020 ALTA VISTA INSURANCE AGENCY 401(K) PLAN - Plan #001 16 / 16 $98,844 / $176,939
2019 Plan NameALTA VISTA INSURANCE AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY10 / 16 Assets BOY/EOY$315,885 / $98,844 2019 ALTA VISTA INSURANCE AGENCY 401(K) PLAN - Plan #001 10 / 16 $315,885 / $98,844
Benefit & Retirement Plans based on Form 5500.
PPP Loans

ALTA VISTA INSURANCE AGENCY

1020 S Santa Fe Ave Ste K, Vista, CA 92084-7063 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
01/21/2021 Approved$132,202 Forgiven$132,847 LenderZions Bank, A Division of Jobs10 01/21/2021 $132,202 $132,847 Zions Bank, A Division of 10
04/13/2020 Approved$132,000 Forgiven$132,716 LenderZions Bank, A Division of Jobs18 04/13/2020 $132,000 $132,716 Zions Bank, A Division of 18
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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