California Preferred Insurance Services, Inc.
California
Registered In
01/25/1999
Incorp. Date
Company Summary
California Preferred Insurance Services, Inc. at 20803 Valley Blvd STE 104, Walnut, Ca 91789-2583 lists Elisa Mei Fung Wong and James Lui of Walnut, CA.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Stock Corporation - Ca - General
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Elisa Mei Fung Wong
Individual Agent
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20803 VALLEY BLVD STE 104, WALNUT, CA 91789
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Elisa Mei Fung Wong
CEO
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20803 VALLEY BLVD STE 104, WALNUT, CA 91789-2583
(View Past Addresses)
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Elisa Mei Fung Wong
Chief Financial Officer
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20803 VALLEY BLVD STE 104, WALNUT, CA 91789-2583
(View Past Addresses)
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Elisa Mei Fung Wong
Director
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20803 VALLEY BLVD STE 104, WALNUT, CA 91789-2583
(View Past Addresses)
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James Lui
Secretary
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20803 VALLEY BLVD STE 104, WALNUT, CA 91789-2583
(View Past Addresses)
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20803 VALLEY BLVD STE 104, WALNUT, CA 91789-2583
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Financial Information for California Preferred Insurance Services, Inc.
Form 5500
CALIFORNIA PREFERRED INSURANCE SERVICES INC.
20803 Valley Blvd., Ste. # 104, Walnut, Ca 91789 (909) 869-8595 EIN:95-4725413 Plan Admin:Mei Fung Elisa Lui Wong| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCALIFORNIA PREFERRED INSURANCE SERVICES INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$522,961 / $636,319 | 2023 | CALIFORNIA PREFERRED INSURANCE SERVICES INC. RETIREMENT PLAN - Plan #001 | 6 / 5 | $522,961 / $636,319 |
| 2022 | Plan NameCALIFORNIA PREFERRED INSURANCE SERVICES INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$645,277 / $522,961 | 2022 | CALIFORNIA PREFERRED INSURANCE SERVICES INC. RETIREMENT PLAN - Plan #001 | 6 / 6 | $645,277 / $522,961 |
| 2021 | Plan NameCALIFORNIA PREFERRED INSURANCE SERVICES INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$581,534 / $645,277 | 2021 | CALIFORNIA PREFERRED INSURANCE SERVICES INC. RETIREMENT PLAN - Plan #001 | 7 / 6 | $581,534 / $645,277 |
| 2020 | Plan NameCALIFORNIA PREFERRED INSURANCE SERVICES INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$452,548 / $581,534 | 2020 | CALIFORNIA PREFERRED INSURANCE SERVICES INC. RETIREMENT PLAN - Plan #001 | 7 / 7 | $452,548 / $581,534 |
| 2019 | Plan NameCALIFORNIA PREFERRED INSURANCE SERVICES INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$362,983 / $452,548 | 2019 | CALIFORNIA PREFERRED INSURANCE SERVICES INC. RETIREMENT PLAN - Plan #001 | 6 / 6 | $362,983 / $452,548 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CALIFORNIA PREFERRED INSURANCE SERVICES,
355 S Lemon Ave STE M, Walnut, Ca 91789-2739 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$39,623 Forgiven$39,929 LenderBank of America, National Association Jobs5 | 05/01/2020 | $39,623 | $39,929 | Bank of America, National Association | 5 |
PPP Loans based on Paycheck Protection Program.
Address Match:20803 Valley Blvd Walnut, 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
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