Susan Polk Insurance Agency, Inc.
California
Registered In
06/25/2001
Incorp. Date
Company Summary
Susan Polk Insurance Agency, Inc. at 1443 Marsh St, San Luis Obispo, Ca 93401 lists Sonja Fantasy Polk and James Channing Polk of San Luis Obispo, CA.
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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Sonja F Polk
Individual Agent
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1443 MARSH ST, SAN LUIS OBISPO, CA 93401
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Sonja Fantasy Polk
CEO
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1443 MARSH ST, SAN LUIS OBISPO, CA 93401
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James Channing Polk
Chief Financial Officer
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1443 MARSH ST, SAN LUIS OBISPO, CA 93401
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Brian William Fields
Director
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625 FUNSTON, SAN LUIS OBISPO, CA 93401
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Susan Kay Polk
Director
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1443 MARSH ST, SAN LUIS OBISPO, CA 93401
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Sonja Fantasy Polk
Director
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1443 MARSH ST, SAN LUIS OBISPO, CA 93401
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James Channing Polk
Director
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1443 MARSH ST, SAN LUIS OBISPO, CA 93401
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Susan Kay Polk
Secretary
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1443 MARSH ST, SAN LUIS OBISPO, CA 93401
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Showing 10 of 11 associates. Create a free account to view the complete list and historical changes.
Map & Locations
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1443 MARSH ST, SAN LUIS OBISPO, CA 93401
(Mailing)
View Map
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Financials
Financial Information for Susan Polk Insurance Agency, Inc.
Form 5500
SUSAN POLK INSURANCE AGENCY, INC.
1443 Marsh Street, San Luis Obispo, Ca 93401 (805) 544-6454 EIN:77-0577619 Plan Admin:Sonja F. Polk| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSUSAN POLK INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$64,958 / $93,284 | 2022 | SUSAN POLK INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001 | 7 / 7 | $64,958 / $93,284 |
| 2021 | Plan NameSUSAN POLK INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$306,915 / $64,958 | 2021 | SUSAN POLK INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001 | 8 / 7 | $306,915 / $64,958 |
| 2020 | Plan NameSUSAN POLK INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$178,249 / $306,915 | 2020 | SUSAN POLK INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001 | 7 / 8 | $178,249 / $306,915 |
| 2019 | Plan NameSUSAN POLK INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 6 Assets BOY/EOY$922,646 / $178,249 | 2019 | SUSAN POLK INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001 | 8 / 6 | $922,646 / $178,249 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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