Heritage Tax and Insurance Services, Inc.
California
Registered In
02/14/2003
Incorp. Date
Company Summary
Heritage Tax and Insurance Services, Inc. at 2650 Camino Del Rio N STE 350, San Diego, Ca 92108 lists Matthew D Copley of San Diego, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Matthew D Copley
Individual Agent
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2650 CAMINO DEL RIO N STE 350, SAN DIEGO, CA 92108
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Matthew D Copley
CEO
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2650 CAMINO DEL RIO N STE 350, SAN DIEGO, CA 92108
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Matthew D Copley
Chief Financial Officer
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2650 CAMINO DEL RIO N STE 350, SAN DIEGO, CA 92108
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Matthew D Copley
Director
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2650 CAMINO DEL RIO N STE 350, SAN DIEGO, CA 92108
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Matthew D Copley
Secretary
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2650 CAMINO DEL RIO N STE 350, SAN DIEGO, CA 92108
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Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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2650 CAMINO DEL RIO N STE 350, SAN DIEGO, CA 92108
(Mailing)
View Map
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Financials
Financial Information for Heritage Tax and Insurance Services, Inc.
Form 5500
HERITAGE TAX AND INSURANCE SERVICES, INC.
2650 Camino Del Rio North Suite 350, San Diego, Ca 92109 (619) 294-6000 EIN:36-4556981 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameHERITAGE TAX AND INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY16 / 15 Assets BOY/EOY$71,350 / $159,841 | 2023 | HERITAGE TAX AND INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001 | 16 / 15 | $71,350 / $159,841 |
| 2022 | Plan NameHERITAGE TAX AND INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY13 / 16 Assets BOY/EOY$42,460 / $71,350 | 2022 | HERITAGE TAX AND INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001 | 13 / 16 | $42,460 / $71,350 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
HERITAGE TAX AND INSURANCE SERVICES INC
2650 Camino N 350, San Diego, Ca 92108 Industry:All Other Insurance Related Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/20/2021 | Approved$180,770 Forgiven$182,216 LenderU.S. Bank, National Association Jobs22 | 02/20/2021 | $180,770 | $182,216 | U.S. Bank, National Association | 22 |
| 05/01/2020 | Approved$134,050 Forgiven$135,405 LenderU.S. Bank, National Association Jobs22 | 05/01/2020 | $134,050 | $135,405 | U.S. Bank, National Association | 22 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Person/City Match:Matthew D Copley - San Diego, CA
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Copley Enterprises, Inc.
Registered in California
|
San Diego, CA El Cajon, CA | View Report | |
|
Copley Financial Group, Inc.
Registered in California
|
San Diego, CA | View Report | |
|
Senior American Insurance Services, Inc.
Registered in Oregon
|
San Diego, CA | View Report | |
|
Certified Escrow, Inc.
Registered in California
|
San Diego, CA | View Report | |
|
Heritage Funding Group, Inc.
Registered in California
|
San Diego, CA | View Report | |
|
Senior American Funding, Inc.
Registered in Nevada
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San Diego, CA | View Report | |
|
Senior American Insurance Services, Inc.
Registered in Nevada
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San Diego, CA | View Report |
Address Match:2650 Camino Del Rio N San Diego, CA
Address Match:2650 Camino Del Rio N Ste 350 San Diego, CA
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Senior American Funding, Inc.
Registered in California
|
San Diego, CA | View Report | |
|
Senior American Funding, Inc.
Registered in Utah
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Mapleton, UT San Diego, CA | View Report | |
|
Senior American Insurance Services, Inc.
Registered in Utah
|
San Diego, CA | View Report | |
|
Senior American Funding, Inc.
Registered in Oregon
|
San Diego, CA | View Report | |
|
Senior American Funding, Inc.
Registered in Tennessee
|
Nashville, TN San Diego, CA | View Report | |
|
Senior American Funding, Inc.
Registered in Idaho
|
San Diego, CA | View Report | |
|
Senior American Funding, Inc.
Registered in New Mexico
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San Diego, CA Santa Fe, NM | View Report | |
|
Senior American Funding, Inc.
Registered in Missouri
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Jefferson City, MO San Diego, CA | View Report | |
|
Secure American Funding, LLC
Registered in California
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San Diego, CA | View Report | |
|
Secure American, Inc.
Registered in California
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San Diego, CA | View Report | |
|
Senior American Funding, Inc.
Registered in Georgia
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Alpharetta, GA San Diego, CA | View Report | |
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Senior American Funding, Inc.
Registered in Colorado
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Colorado Springs, CO San Diego, CA | View Report | |
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Senior American Funding, Inc.
Registered in Alabama
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Montgomery, AL San Diego, CA | View Report | |
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Senior American Insurance Services, Inc.
Registered in Georgia
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El Cajon, CA San Diego, CA | View Report | |
|
Senior American Insurance Services, Inc.
Registered in Colorado
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Denver, CO San Diego, CA | View Report |
Sources
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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