Presidio Exchange Insurance Supply Solutions, Inc.
California
Registered In
05/19/2004
Incorp. Date
Company Summary
Presidio Exchange Insurance Supply Solutions, Inc. in Walnut Creek, CA lists Charles W Bates and Charles W. Bates of Piedmont, 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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Csc - Lawyers Incorporating Service
Registered 1505 Agent
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251 LITTLE FALLS DR, WILMINGTON, DE 19808
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Charles W Bates
CEO
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149 CAPERTON AVE, PIEDMONT, CA 94611
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Charles W. Bates
Chief Financial Officer
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149 CAPERTON AVE, PIEDMONT, CA 94611
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Charles W. Bates
Director
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149 CAPERTON AVE, PIEDMONT, CA 94611
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Charles W. Bates
Secretary
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149 CAPERTON AVE, PIEDMONT, CA 94611
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Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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2121 N CALIFORNIA BLVD STE 290, WALNUT CREEK, CA 94596
View Map
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Showing current addresses only (1 of 3 total addresses). Create a free account to see the full address history
Financials
Financial Information for Presidio Exchange Insurance Supply Solutions, Inc.
Form 5500
PRESIDIO EXCHANGE INSURANCE SUPPLY SOLUTIONS, INC.
2890 N Main ST STE 302, Walnut Creek, Ca 94597 (925) 975-5900 EIN:01-0818631 Plan Admin:Charles Bates| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePRESIDIO EXCHANGE INSURANCE SUPPLY SOLUTIONS, INC. 401(K) PLAN PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY8 / 0 Assets BOY/EOY$1,606 / $0 | 2023 | PRESIDIO EXCHANGE INSURANCE SUPPLY SOLUTIONS, INC. 401(K) PLAN PROFIT SHARING PLAN AND TRUST - Plan #001 | 8 / 0 | $1,606 / $0 |
| 2022 | Plan NamePRESIDIO EXCHANGE INSURANCE SUPPLY SOLUTIONS, INC. 401(K) PLAN PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY12 / 8 Assets BOY/EOY$434,861 / $1,606 | 2022 | PRESIDIO EXCHANGE INSURANCE SUPPLY SOLUTIONS, INC. 401(K) PLAN PROFIT SHARING PLAN AND TRUST - Plan #001 | 12 / 8 | $434,861 / $1,606 |
| 2021 | Plan NamePRESIDIO EXCHANGE INSURANCE SUPPLY SOLUTIONS, INC. 401(K) PLAN PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY13 / 11 Assets BOY/EOY$804,798 / $434,861 | 2021 | PRESIDIO EXCHANGE INSURANCE SUPPLY SOLUTIONS, INC. 401(K) PLAN PROFIT SHARING PLAN AND TRUST - Plan #001 | 13 / 11 | $804,798 / $434,861 |
| 2020 | Plan NamePRESIDIO EXCHANGE INSURANCE SUPPLY SOLUTIONS, INC. 401(K) PLAN PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY17 / 13 Assets BOY/EOY$1,235,630 / $804,797 | 2020 | PRESIDIO EXCHANGE INSURANCE SUPPLY SOLUTIONS, INC. 401(K) PLAN PROFIT SHARING PLAN AND TRUST - Plan #001 | 17 / 13 | $1,235,630 / $804,797 |
Benefit & Retirement Plans based on Form 5500.
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Person/City Match:Charles W Bates - Piedmont, CA
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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