Charles Lu Insurance Agency, Inc.
California
Registered In
01/12/2007
Incorp. Date
Company Summary
Charles Lu Insurance Agency, Inc. at 517 S Atlantic Blvd, Monterey Park, Ca 91754 lists Charles Lu of Monterey Park, CA as the associate.
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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Charles Lu
Individual Agent
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517 S ATLANTIC BLVD, MONTEREY PARK, CA 91754
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Charles Lu
CEO
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517 S ATLANTIC BLVD, MONTEREY PARK, CA 91754
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Charles Lu
Chief Financial Officer
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517 S ATLANTIC BLVD, MONTEREY PARK, CA 91754
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Charles Lu
Director
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517 S ATLANTIC BLVD, MONTEREY PARK, CA 91754
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Charles Lu
Secretary
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517 S ATLANTIC BLVD, MONTEREY PARK, CA 91754
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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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517 S ATLANTIC BLVD, MONTEREY PARK, CA 91754
(Mailing)
View Map
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Financials
Financial Information for Charles Lu Insurance Agency, Inc.
Form 5500
CHARLES LU INSURANCE AGENCY, INC.
517 S. Atlantic Blvd., Monterey Park, Ca 91754 (626) 458-8777 EIN:20-8286133 Plan Admin:Charles Q. Lu| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCHARLES LU INSURANCE AGENCY, INC. 401(K) SAFE HARBOR PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$846,051 / $682,646 | 2022 | CHARLES LU INSURANCE AGENCY, INC. 401(K) SAFE HARBOR PLAN - Plan #001 | 12 / 12 | $846,051 / $682,646 |
| 2021 | Plan NameCHARLES LU INSURANCE AGENCY, INC. 401(K) SAFE HARBOR PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$753,342 / $846,051 | 2021 | CHARLES LU INSURANCE AGENCY, INC. 401(K) SAFE HARBOR PLAN - Plan #001 | 11 / 11 | $753,342 / $846,051 |
| 2020 | Plan NameCHARLES LU INSURANCE AGENCY, INC. 401(K) SAFE HARBOR PLAN Plan #001 Participants BOY/EOY13 / 11 Assets BOY/EOY$619,592 / $753,342 | 2020 | CHARLES LU INSURANCE AGENCY, INC. 401(K) SAFE HARBOR PLAN - Plan #001 | 13 / 11 | $619,592 / $753,342 |
| 2019 | Plan NameCHARLES LU INSURANCE AGENCY, INC. 401(K) SAFE HARBOR PLAN Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$477,496 / $619,592 | 2019 | CHARLES LU INSURANCE AGENCY, INC. 401(K) SAFE HARBOR PLAN - Plan #001 | 15 / 15 | $477,496 / $619,592 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CHARLES LU INSURANCE AGENCY INC.
517 S Alantic Blvd., MONTEREY PARK, CA 91754 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:Asian Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/12/2021 | Approved$50,012 Forgiven$50,315 LenderEast West Bank Jobs8 | 03/12/2021 | $50,012 | $50,315 | East West Bank | 8 |
| 04/28/2020 | Approved$49,400 Forgiven$50,098 LenderGolden Bank, National Association Jobs8 | 04/28/2020 | $49,400 | $50,098 | Golden Bank, National Association | 8 |
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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