Pacific Legacy Insurance Services, Inc.

Registered In: California
Incorporation Date: 08/05/2013
Registration Type: Domestic
Company Type: Stock Corporation - Ca - General
Status: Active
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Martin N Colijn Individual Agent	18921 PORTOLA DR STE E, SALINAS, CA 93908
Vicki Ficken CEO	9699 BLUE LARKSPUR LN STE 101, MONTEREY, CA 93940
Vicki Ficken Chief Financial Officer	9699 BLUE LARKSPUR LN STE 101, MONTEREY, CA 93940
Vicki Ficken Director	9699 BLUE LARKSPUR LN STE 101, MONTEREY, CA 93940
Vicki Ficken Secretary	9699 BLUE LARKSPUR LN STE 101, MONTEREY, CA 93940

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9699 BLUE LARKSPUR LN STE 101, MONTEREY, CA 93940 (Mailing) View Map

Financial Information for Pacific Legacy Insurance Services, Inc.

Form 5500

PACIFIC LEGACY INSURANCE SERVICES, INC.

9699 Blue Larkspur Lane, Suite 101, Monterey, Ca 93940 (831) 626-4561 EIN:46-3419154 Plan Admin:Cetera Retirement Plan Specialists

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$157,532 / $209,005	2023	PACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	4 / 3	$157,532 / $209,005
2022	Plan NamePACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$142,912 / $157,532	2022	PACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	3 / 3	$142,912 / $157,532
2021	Plan NamePACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$105,166 / $142,912	2021	PACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	3 / 3	$105,166 / $142,912
2020	Plan NamePACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$61,969 / $105,166	2020	PACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	3 / 3	$61,969 / $105,166
2019	Plan NamePACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $61,969	2019	PACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	4 / 4	$0 / $61,969

Benefit & Retirement Plans based on Form 5500.

PPP Loans

PACIFIC LEGACY INSURANCE SERVICES, INC.

9699 Blue Larkspur Ln STE 101, Monterey, Ca 93940 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$37,500 Forgiven$37,841 LenderJPMorgan Chase Bank, National Association Jobs2	05/01/2020	$37,500	$37,841	JPMorgan Chase Bank, National Association	2

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration

Pacific Legacy Insurance Services, Inc.

Company Summary

Financial Information for Pacific Legacy Insurance Services, Inc.

PACIFIC LEGACY INSURANCE SERVICES, INC.

PACIFIC LEGACY INSURANCE SERVICES, INC.