Athos Insurance Services, LLC

Katherine He Individual Agent	140 S LAKE AVE STE 352, PASADENA, CA 91101
Katherine He Manager	PO BOX 61102, PASADENA, CA 91116

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140 S LAKE AVE STE 352, PASADENA, CA 91101 View Map
PO BOX 61102, PASADENA, CA 91116 (Mailing) View Map

Form 5500

140 S Lake Ave STE 352, Pasadena, Ca 91101 (626) 716-9800 EIN:45-5054222 Plan Admin:Nick Rice

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameATHOS INSURANCE SERVICES LLC 401(K) PROFIT SHARING PLAN AND T Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$631,689 / $906,027	2023	ATHOS INSURANCE SERVICES LLC 401(K) PROFIT SHARING PLAN AND T - Plan #001	7 / 8	$631,689 / $906,027
2022	Plan NameATHOS INSURANCE SERVICES LLC 401(K) PROFIT SHARING PLAN AND T Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$679,228 / $631,689	2022	ATHOS INSURANCE SERVICES LLC 401(K) PROFIT SHARING PLAN AND T - Plan #001	5 / 6	$679,228 / $631,689
2021	Plan NameATHOS INSURANCE SERVICES LLC 401(K) PROFIT SHARING PLAN AND T Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$493,498 / $679,228	2021	ATHOS INSURANCE SERVICES LLC 401(K) PROFIT SHARING PLAN AND T - Plan #001	5 / 5	$493,498 / $679,228
2020	Plan NameATHOS INSURANCE SERVICES LLC 401(K) PROFIT SHARING PLAN AND T Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$351,708 / $493,498	2020	ATHOS INSURANCE SERVICES LLC 401(K) PROFIT SHARING PLAN AND T - Plan #001	5 / 5	$351,708 / $493,498
2019	Plan NameATHOS INSURANCE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$225,231 / $351,708	2019	ATHOS INSURANCE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	6 / 6	$225,231 / $351,708

Benefit & Retirement Plans based on Form 5500.

PPP Loans

140 S Lake Ave Ste 352, Pasadena, CA 91101-4984 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:Asian Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
01/28/2021	Approved$114,100 Forgiven$114,944 LenderLoan Source Incorporated Jobs7	01/28/2021	$114,100	$114,944	Loan Source Incorporated	7
04/11/2020	Approved$121,100 Forgiven$122,205 LenderBayFirst National Bank Jobs9	04/11/2020	$121,100	$122,205	BayFirst National Bank	9

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Athos Insurance Services, LLC Registered in New York	Albany, NY	View Report
Athos Insurance Services LLC Registered in Pennsylvania		View Report
Athos Insurance Services LLC Registered in Virginia	Mechanicsville, VA Pasadena, CA	View Report
Athos Insurance Services, LLC Registered in Massachusetts	Pasadena, CA	View Report
Athos Insurance Services, LLC Registered in Nevada	Pasadena, CA	View Report
Athos Insurance Services, LLC Registered in Texas	Pasadena, CA	View Report

Address Match:140 S Lake Ave Ste 352 Pasadena, CA

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Person/City Match:Katherine He - Pasadena, 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