Navion Insurance Associates, Inc.

California
Registered In
09/10/2009
Incorp. Date

Company Summary

Navion Insurance Associates, Inc. at 23001 La Palma Ave STE 120, Yorba Linda, Ca 92887 lists Eric P Magee of Yorba Linda, CA and Chad Bitterlich of Irvine, CA.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
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People

Eric P Magee Individual Agent
23001 LA PALMA AVE STE 120, YORBA LINDA, CA 92887
Eric P Magee CEO
23001 LA PALMA AVE STE 120, YORBA LINDA, CA 92887
Chad Bitterlich Chief Financial Officer
23001 LA PALMA AVE STE 120, IRVINE, CA 92618 (View Past Addresses)
Chad Bitterlich Director
23001 LA PALMA AVE STE 120, YORBA LINDA, CA 92887
Eric P Magee Director
23001 LA PALMA AVE STE 120, YORBA LINDA, CA 92887
Jung Soo Kang Director
23001 LA PALMA AVE STE 120, YORBA LINDA, CA 92887
Chad Bitterlich Secretary
23001 LA PALMA AVE STE 120, IRVINE, CA 92618
Showing current associates only (7 of 8 total associates). Create a free account to see the full associate history

Map & Locations

23001 LA PALMA AVE STE 120, YORBA LINDA, CA 92887 (Mailing) View Map

Financials

Financial Information for Navion Insurance Associates, Inc.

Form 5500

NAVION INSURANCE ASSOCIATES INC

23001 La Palma Ave STE 120, Yorba Linda, Ca 92887 (714) 202-4710 EIN:27-0922311 Plan Admin:Navion Insurance Associates Inc
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameNAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN Plan #001 Participants BOY/EOY19 / 20 Assets BOY/EOY$793,172 / $1,039,816 2023 NAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN - Plan #001 19 / 20 $793,172 / $1,039,816
2022 Plan NameNAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN Plan #001 Participants BOY/EOY19 / 20 Assets BOY/EOY$766,123 / $793,172 2022 NAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN - Plan #001 19 / 20 $766,123 / $793,172
2021 Plan NameNAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN Plan #001 Participants BOY/EOY19 / 19 Assets BOY/EOY$700,824 / $766,123 2021 NAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN - Plan #001 19 / 19 $700,824 / $766,123
2020 Plan NameNAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN Plan #001 Participants BOY/EOY20 / 19 Assets BOY/EOY$512,044 / $700,824 2020 NAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN - Plan #001 20 / 19 $512,044 / $700,824
2019 Plan NameNAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN Plan #001 Participants BOY/EOY18 / 19 Assets BOY/EOY$682,205 / $512,044 2019 NAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN - Plan #001 18 / 19 $682,205 / $512,044
Benefit & Retirement Plans based on Form 5500.
PPP Loans

NAVION INSURANCE ASSOCIATES INC

23001 La Palma Ave Ste 120, Yorba Linda, CA 92887-4770 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:Asian Veteran:No
Loan Date Approved Forgiven Lender Jobs
01/25/2021 Approved$230,800 Forgiven$233,429 LenderCitibank, N.A. Jobs19 01/25/2021 $230,800 $233,429 Citibank, N.A. 19
05/01/2020 Approved$267,700 Forgiven$271,002 LenderCitibank, N.A. Jobs19 05/01/2020 $267,700 $271,002 Citibank, N.A. 19
PPP Loans based on Paycheck Protection Program.

Linked Companies

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Address Match:23001 La Palma Ave Ste 120 Yorba Linda, CA
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Person/City Match:Chad Bitterlich - Irvine, CA
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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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