Robertson Schwartz Agency LLC

California
Registered In
05/14/2004
Incorp. Date

Company Summary

Robertson Schwartz Agency LLC at 222 Pacific Coast Hwy FL 10th, El Segundo, Ca 90245 lists Elizabeth Robertson and Sue N Schwartz of El Segundo, CA.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
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People

Glenn C Zaragoza Individual Agent
114 BUCCANEER ST, MARINA DEL REY, CA 90292
Elizabeth Robertson Manager
222 PACIFIC COAST HWY FL 10TH, EL SEGUNDO, CA 90245
Sue N Schwartz Manager
222 PACIFIC COAST HWY FL 10TH, EL SEGUNDO, CA 90245
Showing current associates only (3 of 8 total associates). Create a free account to see the full associate history

Map & Locations

222 PACIFIC COAST HWY FL 10TH, EL SEGUNDO, CA 90245 View Map
Showing current addresses only (1 of 5 total addresses). Create a free account to see the full address history

Financials

Financial Information for Robertson Schwartz Agency LLC

Form 5500

ROBERTSON SCHWARTZ AGENCY, LLC

1250 6th Street, Suite 201, Santa Monica, Ca 90401 (310) 395-6622 EIN:20-1152590 Plan Admin:Sue Schwartz
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameROBERTSON SCHWARTZ AGENCY LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,211,584 / $961,305 2022 ROBERTSON SCHWARTZ AGENCY LLC PROFIT SHARING PLAN - Plan #001 9 / 9 $1,211,584 / $961,305
2022 Plan NameROBERTSON SCHWARTZ AGENCY, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY7 / 5 Assets BOY/EOY$332,175 / $392,867 2022 ROBERTSON SCHWARTZ AGENCY, LLC CASH BALANCE PENSION PLAN - Plan #002 7 / 5 $332,175 / $392,867
2021 Plan NameROBERTSON SCHWARTZ AGENCY LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,030,554 / $1,211,584 2021 ROBERTSON SCHWARTZ AGENCY LLC PROFIT SHARING PLAN - Plan #001 9 / 9 $1,030,554 / $1,211,584
2021 Plan NameROBERTSON SCHWARTZ AGENCY, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY8 / 7 Assets BOY/EOY$220,606 / $332,175 2021 ROBERTSON SCHWARTZ AGENCY, LLC CASH BALANCE PENSION PLAN - Plan #002 8 / 7 $220,606 / $332,175
2020 Plan NameROBERTSON SCHWARTZ AGENCY LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$894,352 / $1,030,554 2020 ROBERTSON SCHWARTZ AGENCY LLC PROFIT SHARING PLAN - Plan #001 9 / 9 $894,352 / $1,030,554
2020 Plan NameROBERTSON SCHWARTZ AGENCY, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY7 / 8 Assets BOY/EOY$110,000 / $220,606 2020 ROBERTSON SCHWARTZ AGENCY, LLC CASH BALANCE PENSION PLAN - Plan #002 7 / 8 $110,000 / $220,606
2019 Plan NameROBERTSON SCHWARTZ AGENCY LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$695,001 / $894,352 2019 ROBERTSON SCHWARTZ AGENCY LLC PROFIT SHARING PLAN - Plan #001 9 / 9 $695,001 / $894,352
2019 Plan NameROBERTSON SCHWARTZ AGENCY, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $110,000 2019 ROBERTSON SCHWARTZ AGENCY, LLC CASH BALANCE PENSION PLAN - Plan #002 7 / 7 $0 / $110,000
Benefit & Retirement Plans based on Form 5500.
PPP Loans

ROBERTSON SCHWARTZ AGENCY LLC

1250 6th St Ste 201, Santa Monica, CA 90401-1637 Industry:All Other Professional, Scientific, and Technical Services
Loan Date Approved Forgiven Lender Jobs
03/09/2021 Approved$152,617 Forgiven$107,353 LenderBank of America, National Association Jobs7 03/09/2021 $152,617 $107,353 Bank of America, National Association 7
05/01/2020 Approved$122,398 Forgiven$123,401 LenderBank of America, National Association Jobs10 05/01/2020 $122,398 $123,401 Bank of America, National Association 10
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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