Advisor's Choice Insurance Brokerage Services, LLC at 515 Marin ST STE 414, Thousand Oaks, Ca 91360 lists Benjamin Koplan of Thousand Oaks, CA as the associate.
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Registered Agent Solutions, Inc.
Registered 1505 Agent
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5301 SOUTHWEST PKWY STE 400, AUSTIN, TX 78735
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Benjamin Koplan
CEO
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515 MARIN ST STE 414, THOUSAND OAKS, CA 91360
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Benjamin Koplan
Manager
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515 MARIN ST STE 414, THOUSAND OAKS, CA 91360
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515 MARIN ST STE 414, THOUSAND OAKS, CA 91360
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameADVISORS CHOICE 401(K) PLAN Plan #001 Participants BOY/EOY2 / 9 Assets BOY/EOY$19,013 / $31,084 | 2022 | ADVISORS CHOICE 401(K) PLAN - Plan #001 | 2 / 9 | $19,013 / $31,084 |
| 2021 | Plan NameADVISORS CHOICE 401(K) PLAN Plan #001 Participants BOY/EOY10 / 2 Assets BOY/EOY$4,295 / $19,013 | 2021 | ADVISORS CHOICE 401(K) PLAN - Plan #001 | 10 / 2 | $4,295 / $19,013 |
| 2020 | Plan NameADVISORS CHOICE 401(K) PLAN Plan #001 Participants BOY/EOY4 / 10 Assets BOY/EOY$0 / $4,295 | 2020 | ADVISORS CHOICE 401(K) PLAN - Plan #001 | 4 / 10 | $0 / $4,295 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$149,800 Forgiven$151,241 LenderNorthwest Bank Jobs4 | 04/27/2020 | $149,800 | $151,241 | Northwest Bank | 4 |
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