Cis Insurance Services, Inc.

Gregory Kory Individual Agent	24961 THE OLD RD, Stevenson Ranch Census Designated Place, CA 91381
Helene Anne Lederman CEO	26717 WYATT LN, Stevenson Ranch Census Designated Place, CA 91381 (View Past Addresses)
Jay Lewis Lederman Chief Financial Officer	26717 WYATT LN, Stevenson Ranch Census Designated Place, CA 91381
Helene Anne Lederman Director	26717 WYATT LN STE 150, STEVENSON RANCH CENSUS DESIGNATED PLACE, CA 91381 (View Past Addresses)
Jay Lewis Lederman Secretary	26717 WYATT LN, Stevenson Ranch Census Designated Place, CA 91381

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26717 WYATT LN, Stevenson Ranch Census Designated Place, CA 91381 View Map

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Form 5500

26717 Wyatt Lane, Stevenson Ranch, Ca 91381 (661) 799-2730 EIN:71-0928693 Plan Admin:Jay Lederman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCIS INSURANCE SERVICES INC. VIP BASIC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 0 Assets BOY/EOY$1,704,322 / $0	2023	CIS INSURANCE SERVICES INC. VIP BASIC PROFIT SHARING PLAN - Plan #001	3 / 0	$1,704,322 / $0
2022	Plan NameCIS INSURANCE SERVICES, INC. VIP BASIC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,496,137 / $1,704,322	2022	CIS INSURANCE SERVICES, INC. VIP BASIC PROFIT SHARING PLAN - Plan #001	3 / 3	$2,496,137 / $1,704,322
2021	Plan NameCIS INSURANCE SERVICES, INC. VIP BASIC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,963,075 / $2,496,137	2021	CIS INSURANCE SERVICES, INC. VIP BASIC PROFIT SHARING PLAN - Plan #001	3 / 3	$1,963,075 / $2,496,137
2020	Plan NameCIS INSURANCE SERVICES, INC. VIP BASIC PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,547,972 / $1,963,075	2020	CIS INSURANCE SERVICES, INC. VIP BASIC PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 3	$1,547,972 / $1,963,075
2019	Plan NameCIS INSURANCE SERVICES, INC. VIP BASIC PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,198,548 / $1,547,972	2019	CIS INSURANCE SERVICES, INC. VIP BASIC PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 3	$1,198,548 / $1,547,972

Benefit & Retirement Plans based on Form 5500.

PPP Loans

26717 Wyatt Lane, Stevenson Ranch, CA 91381 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
05/06/2020	Approved$46,750 Forgiven$47,048 LenderCustomers Bank Jobs3	05/06/2020	$46,750	$47,048	Customers Bank	3

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Cis Insurance Services, Inc. Registered in Michigan	Edwardsburg, MI	View Report
Cis Benchmark Insurance Services, Inc. Registered in Florida	Deland, FL Oklahoma City, OK	View Report
Cis Commercial Insurance Services Inc. Registered in Virginia	Virginia	View Report
Cis Benchmark Insurance Services Inc. Registered in North Carolina	Oklahoma City, OK Raleigh, NC	View Report
Cis Insurance Services Inc. Registered in Missouri	Kansas City, MO	View Report

Person/City Match:Gregory Kory - Stevenson Ranch Census Designated Place, CA

Heritage Oak Enterprises, LLC Registered in California	Newhall, CA Stevenson Ranch Census Designated Place, CA	View Report
Hmr Engineering Corp. Registered in California	Santa Clarita, CA Newhall, CA	View Report
Stern, Kory, Sreden and Morgan, an Accountancy Corporation Registered in California	Stevenson Ranch Census Designated Place, CA	View Report
The Santa Clarita Valley Business Group Registered in California	Stevenson Ranch Census Designated Place, CA	View Report
Clare Macaulay Dds, Inc. Registered in California	Valencia, CA Valenica, CA	View Report
Jungle Cruise Productions, Inc. Registered in California	Santa Clarita, CA	View Report

The following government agencies have contributed data:

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

Company Summary