Ambrose Financial and Insurance Services, LLC

Concord, CA

California

Registered In

12/18/2007

Incorp. Date

Company Summary

Ambrose Financial and Insurance Services, LLC at 972 Autumn Oak Cir, Concord, Ca 94521 lists Brian Ambrose and Marilyn K. Ambrose of Concord, CA.

Brian Ambrose Individual Agent	972 AUTUMN OAK CIR, CONCORD, CA 94521
Brian Ambrose Manager	972 AUTUMN OAK CIR, CONCORD, CA 94521
Marilyn K. Ambrose Manager	972 AUTUMN OAK CIR, CONCORD, CA 94521

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972 AUTUMN OAK CIR, CONCORD, CA 94521 View Map

Form 5500

972 Autumn Oak Circle, Concord, Ca 94521 (925) 906-4609 EIN:26-1643138 Plan Admin:Brian Ambrose

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameAFIS 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY3 / 0 Assets BOY/EOY$209,297 / $0	2023	AFIS 401(K) PLAN & TRUST - Plan #001	3 / 0	$209,297 / $0
2022	Plan NameAFIS 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$238,535 / $209,297	2022	AFIS 401(K) PLAN & TRUST - Plan #001	3 / 3	$238,535 / $209,297
2021	Plan NameAFIS 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$201,159 / $238,535	2021	AFIS 401(K) PLAN & TRUST - Plan #001	3 / 3	$201,159 / $238,535
2020	Plan NameAFIS 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$157,602 / $201,159	2020	AFIS 401(K) PLAN & TRUST - Plan #001	3 / 3	$157,602 / $201,159
2019	Plan NameAFIS 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$165,620 / $157,602	2019	AFIS 401(K) PLAN & TRUST - Plan #001	4 / 3	$165,620 / $157,602

Benefit & Retirement Plans based on Form 5500.

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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor

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