Wallace Specialty Insurance Group, LLC

California
Registered In
04/14/2017
Incorp. Date
Foreign
Registration Type
Texas
Foreign Jurisdiction

Company Summary

Wallace Specialty Insurance Group, LLC at Ca lists Terri Lynn Wallace of Richardson, TX as the associate.

Registered In
California
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Texas
Company Type
Limited Liability Company - Out of State
Status
Terminated
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Sharon Ann Johnson Individual Agent
1596 W BEACON AVE, ANAHEIM, CA 92802
Terri Lynn Wallace Manager
508 TWILIGHT TRL STE 203, RICHARDSON, TX 75080
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508 TWILIGHT TRL STE 203, RICHARDSON, TX 75080 (Mailing) View Map

Financial Information for Wallace Specialty Insurance Group, LLC

Form 5500

WALLACE SPECIALTY INSURANCE GROUP, LLC

640 James Drive, Richardson, Tx 75080 (972) 663-5190 EIN:45-4593569 Plan Admin:Terri L. Wallace
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameWALLACE SPECIALTY INSURANCE GROUP, LLC 401(K) PLAN Plan #002 Participants BOY/EOY9 / 0 Assets BOY/EOY$353,570 / $0 2023 WALLACE SPECIALTY INSURANCE GROUP, LLC 401(K) PLAN - Plan #002 9 / 0 $353,570 / $0
2022 Plan NameWALLACE SPECIALTY INSURANCE GROUP, LLC 401(K) PLAN Plan #002 Participants BOY/EOY12 / 8 Assets BOY/EOY$330,044 / $353,570 2022 WALLACE SPECIALTY INSURANCE GROUP, LLC 401(K) PLAN - Plan #002 12 / 8 $330,044 / $353,570
2021 Plan NameWALLACE SPECIALTY INSURANCE GROUP, LLC 401(K) PLAN Plan #002 Participants BOY/EOY11 / 9 Assets BOY/EOY$180,409 / $330,044 2021 WALLACE SPECIALTY INSURANCE GROUP, LLC 401(K) PLAN - Plan #002 11 / 9 $180,409 / $330,044
2020 Plan NameWALLACE SPECIALTY INSURANCE GROUP, LLC 401(K) PLAN Plan #002 Participants BOY/EOY13 / 12 Assets BOY/EOY$95,377 / $180,409 2020 WALLACE SPECIALTY INSURANCE GROUP, LLC 401(K) PLAN - Plan #002 13 / 12 $95,377 / $180,409
2019 Plan NameWALLACE SPECIALTY INSURANCE GROUP, LLC 401(K) PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $95,377 2019 WALLACE SPECIALTY INSURANCE GROUP, LLC 401(K) PLAN - Plan #002 7 / 7 $0 / $95,377
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WALLACE SPECIALTY INSURANCE GROUP, LLC

640 James Drive, RICHARDSON, TX 75080-7407 Industry:Direct Health and Medical Insurance Carriers
Loan Date Approved Forgiven Lender Jobs
04/04/2020 Approved$164,500 Forgiven$165,575 LenderTexas Security Bank Jobs11 04/04/2020 $164,500 $165,575 Texas Security Bank 11
PPP Loans based on Paycheck Protection Program.
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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
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