Diablo Valley Insurance Agency, Inc.

Walnut Creek, CA

California

Registered In

01/02/1998

Incorp. Date

Company Summary

Diablo Valley Insurance Agency, Inc. in Walnut Creek, CA lists Jonathan E. Oldfather and Christine A. Oldfather of Walnut Creek, CA

Registered In

California

Incorporation Date

01/02/1998

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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Jonathan E. Oldfather Individual Agent	185 LENNON LN STE 200, WALNUT CREEK, CA 94598
Jonathan E. Oldfather CEO	185 LENNON LN STE 200, WALNUT CREEK, CA 94598
Christine A. Oldfather Chief Financial Officer	185 LENNON LN STE 200, WALNUT CREEK, CA 94598
Jonathan E. Oldfather Director	185 LENNON LN STE 200, WALNUT CREEK, CA 94598
Stephen Oldfather Director	185 LENNON LN STE 200, WALNUT CREEK, CA 94598
Christine A. Oldfather Director	185 LENNON LN STE 200, WALNUT CREEK, CA 94598
Christine A. Oldfather Secretary	185 LENNON LN STE 200, WALNUT CREEK, CA 94598

Showing current associates only (7 of 9 total associates). Create a free account to see the full associate history

185 LENNON LN STE 200, WALNUT CREEK, CA 94598 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Form 5500

185 Lennon Lane, #200, Walnut Creek, Ca 94598 (925) 210-1717 EIN:94-3290146 Plan Admin:Jonathan Oldfather

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDIABLO VALLEY INSURANCE 401(K) PLAN Plan #001 Participants BOY/EOY20 / 20 Assets BOY/EOY$816,954 / $1,071,949	2023	DIABLO VALLEY INSURANCE 401(K) PLAN - Plan #001	20 / 20	$816,954 / $1,071,949
2022	Plan NameDIABLO VALLEY INSURANCE 401(K) PLAN Plan #001 Participants BOY/EOY22 / 20 Assets BOY/EOY$951,172 / $816,954	2022	DIABLO VALLEY INSURANCE 401(K) PLAN - Plan #001	22 / 20	$951,172 / $816,954
2021	Plan NameDIABLO VALLEY INSURANCE 401(K) PLAN Plan #001 Participants BOY/EOY23 / 21 Assets BOY/EOY$779,055 / $951,172	2021	DIABLO VALLEY INSURANCE 401(K) PLAN - Plan #001	23 / 21	$779,055 / $951,172
2020	Plan NameDIABLO VALLEY INSURANCE 401(K) PLAN Plan #001 Participants BOY/EOY26 / 23 Assets BOY/EOY$746,750 / $779,055	2020	DIABLO VALLEY INSURANCE 401(K) PLAN - Plan #001	26 / 23	$746,750 / $779,055
2019	Plan NameDIABLO VALLEY INSURANCE 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 27 Assets BOY/EOY$638,607 / $746,750	2019	DIABLO VALLEY INSURANCE 401(K) & PROFIT SHARING PLAN - Plan #001	25 / 27	$638,607 / $746,750

Benefit & Retirement Plans based on Form 5500.

PPP Loans

801 Ygnacio Valley Road, Walnut Creek, CA 94596 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$276,601 Forgiven$280,117 LenderCross River Bank Jobs16	05/01/2020	$276,601	$280,117	Cross River Bank	16

PPP Loans based on Paycheck Protection Program.

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• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration