Phil Levi Insurance Agency, Inc.

San Diego, CA

California

Registered In

01/01/2005

Incorp. Date

Company Summary

Phil Levi Insurance Agency, Inc. at 9820 Willow Creek Rd STE 250, San Diego, Ca 92131 lists Phil Levi of San Diego, CA as the associate.

Overview

Registered In

California

Incorporation Date

01/01/2005

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Preovolos Lewin, Alc Registered 1505 Agent	451 A ST STE 1600, SAN DIEGO, CA 92101
Phil Levi CEO	9820 WILLOW CREEK RD STE 250, SAN DIEGO, CA 92131
Phil Levi Chief Financial Officer	9820 WILLOW CREEK RD STE 250, SAN DIEGO, CA 92131
Phil Levi Director	9820 WILLOW CREEK RD STE 250, SAN DIEGO, CA 92131
Phil Levi Secretary	9820 WILLOW CREEK RD STE 250, SAN DIEGO, CA 92131

Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

9820 WILLOW CREEK RD STE 250, SAN DIEGO, CA 92131 (Mailing) View Map

Financials

Financial Information for Phil Levi Insurance Agency, Inc.

Form 5500

PHIL LEVI INSURANCE AGENCY INC.

9820 Willow Creek Rd Ste. 250, San Diego, Ca 92131 (858) 550-9060 EIN:20-2157592 Plan Admin:Phil Levi

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePLIA INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$223,600 / $176,263	2022	PLIA INC. 401(K) PLAN - Plan #001	4 / 3	$223,600 / $176,263
2021	Plan NamePLIA INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$169,595 / $223,600	2021	PLIA INC. 401(K) PLAN - Plan #001	4 / 4	$169,595 / $223,600
2020	Plan NamePLIA INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$115,553 / $169,595	2020	PLIA INC. 401(K) PLAN - Plan #001	3 / 3	$115,553 / $169,595
2019	Plan NamePLIA INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$79,089 / $115,553	2019	PLIA INC. 401(K) PLAN - Plan #001	4 / 3	$79,089 / $115,553

Benefit & Retirement Plans based on Form 5500.

PPP Loans

PHIL LEVI INSURANCE AGENCY, INC

9820 Willow Creek, San Diego, Ca 92131 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$75,572 Forgiven$61,632 LenderBank of America, National Association Jobs4	05/01/2020	$75,572	$61,632	Bank of America, National Association	4

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