Kurt Mortensen Services, Inc

Lesley Davison Individual Agent	150 CREEK CT, BOULDER CREEK, CA 95006
Kurtis Mortensen CEO	1215 EL DORADO AVE, SANTA CRUZ, CA 95062 (View Past Addresses)
Kurtis Mortensen Chief Financial Officer	1215 EL DORADO AVE, SANTA CRUZ, CA 95062
Kurtis Mortensen Director	1215 EL DORADO AVE, SANTA CRUZ, CA 95062
Kurtis Mortensen Secretary	1215 EL DORADO AVE, SANTA CRUZ, CA 95062

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150 CREEK CT, BOULDER CREEK, CA 95006 View Map
105 UNADILLA AVE, ASHEVILLE, NC 28803 View Map
PO BOX 355, BOULDER CREEK, CA 95006 (Mailing) View Map

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Form 5500

545 Lodge Road, Boulder Creek, Ca 95006 (415) 710-3687 EIN:33-1100153 Plan Admin:Kurtis Mortensen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameKURT MORTENSEN SERVICES INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$345,076 / $61,459	2023	KURT MORTENSEN SERVICES INC. RETIREMENT TRUST - Plan #001	1 / 1	$345,076 / $61,459
2022	Plan NameKURT MORTENSEN SERVICES INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$401,892 / $345,076	2022	KURT MORTENSEN SERVICES INC. RETIREMENT TRUST - Plan #001	1 / 1	$401,892 / $345,076
2021	Plan NameKURT MORTENSEN SERVICES INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$351,734 / $401,892	2021	KURT MORTENSEN SERVICES INC. RETIREMENT TRUST - Plan #001	1 / 1	$351,734 / $401,892
2020	Plan NameKURT MORTENSEN SERVICES INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$307,290 / $351,734	2020	KURT MORTENSEN SERVICES INC. RETIREMENT TRUST - Plan #001	1 / 1	$307,290 / $351,734
2019	Plan NameKURT MORTENSEN SERVICES INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$241,988 / $307,290	2019	KURT MORTENSEN SERVICES INC. RETIREMENT TRUST - Plan #001	1 / 1	$241,988 / $307,290

Benefit & Retirement Plans based on Form 5500.

PPP Loans

545 Lodge Rd., Boulder Creek, CA 95006 Industry:Electrical Contractors and Other Wiring Installation Contractors

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$48,900 Forgiven$49,354 LenderComerica Bank Jobs4	04/28/2020	$48,900	$49,354	Comerica Bank	4

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

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Company Summary