Tom Giles Insurance Services, Inc.

Todd Giles Individual Agent	3102 EAST ST, ANDERSON, CA 96007
The Principals Trust Llc Applicant	8922 ALLBILL WAY, SAN DIEGO, CA 92119
Todd Giles CEO	3102 EAST ST, ANDERSON, CA 96007
Todd Giles Chief Financial Officer	3102 EAST ST, ANDERSON, CA 96007
Todd Giles Director	3102 EAST ST, ANDERSON, CA 96007
Todd Giles Secretary	3102 EAST ST, ANDERSON, CA 96007

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3102 EAST ST, ANDERSON, CA 96007 (Mailing) View Map

Form 5500

3102 East Street, Anderson, Ca 96007 (530) 365-2762 EIN:68-0136796 Plan Admin:Todd T. Giles

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTOM GILES INSURANCE SERVICES INC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$506,916 / $660,115	2023	TOM GILES INSURANCE SERVICES INC 401K PROFIT SHARING PLAN - Plan #001	3 / 3	$506,916 / $660,115
2022	Plan NameTOM GILES INSURANCE SERVICES INC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$667,504 / $506,916	2022	TOM GILES INSURANCE SERVICES INC 401K PROFIT SHARING PLAN - Plan #001	3 / 3	$667,504 / $506,916
2021	Plan NameTOM GILES INSURANCE SERVICES INC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$553,829 / $667,504	2021	TOM GILES INSURANCE SERVICES INC 401K PROFIT SHARING PLAN - Plan #001	3 / 3	$553,829 / $667,504
2020	Plan NameTOM GILES INSURANCE SERVICES INC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$487,083 / $553,829	2020	TOM GILES INSURANCE SERVICES INC 401K PROFIT SHARING PLAN - Plan #001	2 / 2	$487,083 / $553,829
2019	Plan NameTOM GILES INSURANCE SERVICES INC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$390,945 / $487,083	2019	TOM GILES INSURANCE SERVICES INC 401K PROFIT SHARING PLAN - Plan #001	2 / 2	$390,945 / $487,083

Benefit & Retirement Plans based on Form 5500.

PPP Loans

3102 East St, Anderson, Ca 96007-3040 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$30,967 Forgiven$31,181 LenderGolden Valley Bank Jobs4	04/15/2020	$30,967	$31,181	Golden Valley Bank	4

PPP Loans based on Paycheck Protection Program.

Person/Address Match:The Principals Trust Llc -

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Address Match:3102 East St Anderson, CA

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Person/City Match:Todd Giles - Anderson, CA

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The following government agencies have contributed data:

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

Company Summary