Partner Agency Insurance Services, Inc.

Wendy Adams Individual Agent	601 E CHAPMAN AVE, FULLERTON, CA 92831 (View Past Addresses)
Wendy Adams CEO	601 E CHAPMAN AVE, FULLERTON, CA 92831 (View Past Addresses)
Wendy Adams Chief Financial Officer	601 E CHAPMAN AVE, FULLERTON, CA 92831
Kelleigh Guerrero-Martin Vice President	601 E CHAPMAN AVE, FULLERTON, CA 92831
Wendy Adams Director	601 E CHAPMAN AVE, FULLERTON, CA 92831
Wendy Adams Secretary	601 E CHAPMAN AVE, FULLERTON, CA 92831

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601 E CHAPMAN AVE, FULLERTON, CA 92831 View Map

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Form 5500

601 E. Chapman Ave., Fullerton, Ca 92831 (714) 482-9500 EIN:95-3407123 Plan Admin:Wendy Adams

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePARTNER AGENCY INSURANCE SERVICES RETIREMENT PLAN Plan #001 Participants BOY/EOY19 / 19 Assets BOY/EOY$3,070,766 / $3,510,855	2022	PARTNER AGENCY INSURANCE SERVICES RETIREMENT PLAN - Plan #001	19 / 19	$3,070,766 / $3,510,855
2021	Plan NamePARTNER AGENCY INSURANCE SERVICES RETIREMENT PLAN Plan #001 Participants BOY/EOY19 / 19 Assets BOY/EOY$3,622,447 / $3,070,766	2021	PARTNER AGENCY INSURANCE SERVICES RETIREMENT PLAN - Plan #001	19 / 19	$3,622,447 / $3,070,766
2020	Plan NamePARTNER AGENCY INSURANCE SERVICES RETIREMENT PLAN Plan #001 Participants BOY/EOY20 / 19 Assets BOY/EOY$2,995,313 / $3,622,447	2020	PARTNER AGENCY INSURANCE SERVICES RETIREMENT PLAN - Plan #001	20 / 19	$2,995,313 / $3,622,447
2019	Plan NamePARTNER AGENCY INSURANCE SERVICES RETIREMENT PLAN Plan #001 Participants BOY/EOY21 / 20 Assets BOY/EOY$2,555,200 / $2,995,313	2019	PARTNER AGENCY INSURANCE SERVICES RETIREMENT PLAN - Plan #001	21 / 20	$2,555,200 / $2,995,313

Benefit & Retirement Plans based on Form 5500.

PPP Loans

975 W Imperial Hwy Ste 100, Brea, CA 92821 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$105,000 Forgiven$106,412 LenderWebBank Jobs8	04/14/2020	$105,000	$106,412	WebBank	8

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Partner Agency Insurance Services, Inc. Registered in Nevada	Carson City, NV Dover, DE	View Report
Partner Agency Insurance Services, Inc. Registered in New Mexico	Santa Fe, NM	View Report
Partner Agency Insurance Services, Inc. Registered in Oklahoma	Brea, CA Oklahoma City, OK	View Report

Address Match:601 E Chapman Ave Fullerton, CA

601 S. Raymond Ave, LLC. Registered in California	North Hollywood, CA Fullerton, CA (1 more)	View Report
Gather and Grow Marriage and Family Therapy, Inc Registered in California	Fullerton, CA Whittier, CA	View Report
Revelate Company LLC Registered in California	Fullerton, CA Los Angeles, CA (1 more)	View Report
Robert Stoico and Arthur W. Johnson 2009, Lp Registered in California	Fullerton, CA	View Report
The Break Room Bars Inc. Registered in California	Fullerton, CA	View Report
J & B Kids' Town, Inc. Registered in California	Fullerton, CA	View Report
Sequoia Pacific Corporation Registered in California	Fullerton, CA	View Report
Stoico Maintenance, Inc. Registered in California	Fullerton, CA	View Report

Person/City Match:Wendy Adams - Fullerton, CA

All Weather Holdings LLC Registered in California	Fullerton, CA Fl Glendale, CA		View Report

The following government agencies have contributed data:

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

Company Summary