Western Valley Insurance Associates, Inc.

California
Registered In
05/10/1983
Incorp. Date

Company Summary

Western Valley Insurance Associates, Inc. at 600 E Main ST STE 200, Turlock, Ca 95380 lists Thad Whitney Phillips and Patsy Lee Geiger of Turlock, CA.

Overview

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

Thad Whitney Phillips Individual Agent
600 E MAIN ST STE 200, TURLOCK, CA 95380
Thad Whitney Phillips CEO
600 E MAIN ST STE 200, TURLOCK, CA 95380 (View Past Addresses)
Patsy Lee Geiger Chief Financial Officer
600 E MAIN ST STE 200, TURLOCK, CA 95380
John Richard Adams Director
600 E MAIN ST STE 200, TURLOCK, CA 95380
Robyn Faye Holt Director
1090 3RD ST, CRESCENT CITY, CA 95531 (View Past Addresses)
Gary Joseph Linhares Secretary
600 E MAIN ST STE 200, TURLOCK, CA 95380
Monte Vista Wholesale Applicant
1589 W 9TH ST STE A, UPLAND, CA 91786
Jana B O'shana Other
600 E MAIN ST STE 200, TURLOCK, CA 95380
Showing 10 of 11 associates. Create a free account to view the complete list and historical changes.

Map & Locations

600 E MAIN ST STE 200, TURLOCK, CA 95380 View Map
PO BOX 1845, TURLOCK, CA 95381 (Mailing) View Map

Financials

Financial Information for Western Valley Insurance Associates, Inc.

Form 5500

WESTERN VALLEY INSURANCE ASSOCIATES, INC.

5151 N. Palm Avenue, Suite 920, Fresno, Ca 93704 (559) 224-7656 EIN:94-2899459 Plan Admin:Thad Phillips
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameWESTERN VALLEY INSURANCE ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY67 / 59 Assets BOY/EOY$0 / $0 2022 WESTERN VALLEY INSURANCE ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 67 / 59 $0 / $0
2021 Plan NameWESTERN VALLEY INSURANCE ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY57 / 54 Assets BOY/EOY$6,515,688 / $6,748,346 2021 WESTERN VALLEY INSURANCE ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001 57 / 54 $6,515,688 / $6,748,346
2021 Plan Name0WESTERN VALLEY INSURANCE ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY67 / 62 Assets BOY/EOY$0 / $0 2021 0WESTERN VALLEY INSURANCE ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 67 / 62 $0 / $0
2020 Plan NameWESTERN VALLEY INSURANCE ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY67 / 65 Assets BOY/EOY$0 / $0 2020 WESTERN VALLEY INSURANCE ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 67 / 65 $0 / $0
2019 Plan NameWESTERN VALLEY INSURANCE ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY65 / 64 Assets BOY/EOY$0 / $0 2019 WESTERN VALLEY INSURANCE ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 65 / 64 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WESTERN VALLEY INSURANCE ASSOCIATES, INC.

600 E. Main St, Turlock, Ca 95380-4520 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
04/13/2020 Approved$573,005 Forgiven$577,856 LenderOak Valley Community Bank Jobs46 04/13/2020 $573,005 $577,856 Oak Valley Community Bank 46
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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