Protective Financial and Insurance Services, Inc.

California
Registered In
01/31/1994
Incorp. Date

Company Summary

Protective Financial and Insurance Services, Inc. at 138 Powers Ave, Santa Barbara, Ca 93103 lists Michael Edward Corrigan and Sean Conroy of Santa Barbara, CA.

Overview

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

Kristina Elizabeth Thomas Individual Agent
138 POWERS AVE, SANTA BARBARA, CA 93103 (View Past Addresses)
Michael Edward Corrigan CEO
138 POWERS AVE, SANTA BARBARA, CA 93103 (View Past Addresses)
Michael Edward Corrigan Chief Financial Officer
138 POWERS AVE, SANTA BARBARA, CA 93103 (View Past Addresses)
Sean Conroy Director
138 POWERS AVE, SANTA BARBARA, CA 93103 (View Past Addresses)
Cailen Conroy Director
138 POWERS AVE, SANTA BARBARA, CA 93103 (View Past Addresses)
Kristina Elizabeth Thomas Secretary
138 POWERS AVE, SANTA BARBARA, CA 93103 (View Past Addresses)
Showing current associates only (6 of 8 total associates). Create a free account to see the full associate history

Map & Locations

138 POWERS AVE, SANTA BARBARA, CA 93103 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Protective Financial and Insurance Services, Inc.

Form 5500

PROTECTIVE FINANCIAL & INSURANCE SERVICES, INC.

32 E. Sola Street, Santa Barbara, Ca 93101 (805) 963-2090 EIN:77-0369608 Plan Admin:Gregory Doscher
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NamePFIS 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$0 / $0 2022 PFIS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 14 / 14 $0 / $0
2022 Plan NamePFIS DEFINED BENEFIT PENSION PLAN AND TRUST Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0 2022 PFIS DEFINED BENEFIT PENSION PLAN AND TRUST - Plan #002 4 / 4 $0 / $0
2021 Plan NamePFIS 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$0 / $0 2021 PFIS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 14 / 14 $0 / $0
2021 Plan NamePFIS DEFINED BENEFIT PENSION PLAN AND TRUST Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0 2021 PFIS DEFINED BENEFIT PENSION PLAN AND TRUST - Plan #002 4 / 4 $0 / $0
2020 Plan NamePFIS 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY16 / 14 Assets BOY/EOY$0 / $0 2020 PFIS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 16 / 14 $0 / $0
2020 Plan NamePFIS DEFINED BENEFIT PENSION PLAN AND TRUST Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0 2020 PFIS DEFINED BENEFIT PENSION PLAN AND TRUST - Plan #002 4 / 4 $0 / $0
2019 Plan NamePFIS DEFINED BENEFIT PENSION PLAN AND TRUST Plan #002 Participants BOY/EOY5 / 4 Assets BOY/EOY$0 / $0 2019 PFIS DEFINED BENEFIT PENSION PLAN AND TRUST - Plan #002 5 / 4 $0 / $0
2019 Plan NamePFIS 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY17 / 16 Assets BOY/EOY$0 / $0 2019 PFIS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 17 / 16 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PROTECTIVE FINANCIAL AND INSURANCE SERVICES INC

32 E Sola Street, Santa Barbara, CA 93101-2506 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$130,723 Forgiven$131,451 LenderAmerican Riviera Bank Jobs10 04/15/2020 $130,723 $131,451 American Riviera Bank 10
PPP Loans based on Paycheck Protection Program.

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Person/City Match:Sean Conroy - Santa Barbara, CA
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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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