Benefitsource Insurance Services, Inc.

Carlsbad, CA

California

Registered In

08/07/2003

Incorp. Date

Company Summary

Benefitsource Insurance Services, Inc. at 2794 Gateway Rd, Carlsbad, Ca 92009 lists Chad Spaide of Aliso Viejo, CA as the associate.

Overview

Registered In

California

Incorporation Date

08/07/2003

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Chad Spaide Individual Agent	2121 EASTSIDE AVE, SANTA ANA, CA 92705
Chad Spaide CEO	28 ARGONAUT STE 100, ALISO VIEJO, CA 92656
Chad Spaide Chief Financial Officer	28 ARGONAUT STE 100, ALISO VIEJO, CA 92656
Chad Spaide Director	28 ARGONAUT STE 100, ALISO VIEJO, CA 92656
Chad Spaide Secretary	28 ARGONAUT STE 100, ALISO VIEJO, CA 92656

Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history

Map & Locations

2794 GATEWAY RD, CARLSBAD, CA 92009 View Map
PO BOX 4142, TUSTIN, CA 92781 (Mailing) View Map

Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history

Financials

Financial Information for Benefitsource Insurance Services, Inc.

Form 5500

BENEFITSOURCE INSURANCE SERVICES, INC.

28 Argonaut, Suite 100, Aliso Viejo, Ca 92656 (949) 215-5431 EIN:43-2024302 Plan Admin:Chad Spaide

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2021	Plan NameBENEFITSOURCE 401(K) PLAN Plan #001 Participants BOY/EOY16 / 13 Assets BOY/EOY$1,147,970 / $1,538,836	2021	BENEFITSOURCE 401(K) PLAN - Plan #001	16 / 13	$1,147,970 / $1,538,836
2020	Plan NameBENEFITSOURCE 401(K) PLAN Plan #001 Participants BOY/EOY17 / 16 Assets BOY/EOY$878,980 / $1,147,970	2020	BENEFITSOURCE 401(K) PLAN - Plan #001	17 / 16	$878,980 / $1,147,970
2019	Plan NameBENEFITSOURCE 401(K) PLAN Plan #001 Participants BOY/EOY15 / 17 Assets BOY/EOY$606,445 / $878,980	2019	BENEFITSOURCE 401(K) PLAN - Plan #001	15 / 17	$606,445 / $878,980

Benefit & Retirement Plans based on Form 5500.

PPP Loans

BENEFITSOURCE INSURANCE SERVICES, INC

28 Argonaut Suite 100, Aliso Viejo, Ca 92656-1408 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/11/2020	Approved$317,867 Forgiven$320,784 LenderSunwest Bank Jobs19	04/11/2020	$317,867	$320,784	Sunwest Bank	19

PPP Loans based on Paycheck Protection Program.

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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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