James Heidrich Insurance Agency, Inc.
California
Registered In
11/04/2015
Incorp. Date
Company Summary
James Heidrich Insurance Agency, Inc. at 1765 Playa Vis, San Marcos, Ca 92078 lists James Heidrich of San Marcos, 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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Preovolos Lewin, Alc
Registered 1505 Agent
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451 A ST STE 1600, SAN DIEGO, CA 92101
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James Heidrich
CEO
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1765 PLAYA VIS, SAN MARCOS, CA 92078
(View Past Addresses)
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James Heidrich
Chief Financial Officer
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1765 PLAYA VIS, SAN MARCOS, CA 92078
(View Past Addresses)
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James Heidrich
Secretary
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1765 PLAYA VIS, SAN MARCOS, CA 92078
(View Past Addresses)
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Showing current associates only (4 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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1765 PLAYA VIS, SAN MARCOS, CA 92078
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for James Heidrich Insurance Agency, Inc.
Form 5500
JAMES HEIDRICH INSURANCE AGENCY, INC.
355 E. Rincon Street, Suite 215, Corona, Ca 92879 (760) 936-1612 EIN:47-5555693 Plan Admin:James Heidrich| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameJAMES HEIDRICH INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$320,447 / $430,688 | 2023 | JAMES HEIDRICH INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN - Plan #002 | 4 / 4 | $320,447 / $430,688 |
| 2023 | Plan NameJAMES HEIDRICH INSURANCE AGENCY, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$37,858 / $52,463 | 2023 | JAMES HEIDRICH INSURANCE AGENCY, INC. PROFIT SHARING PLAN - Plan #001 | 4 / 4 | $37,858 / $52,463 |
| 2022 | Plan NameJAMES HEIDRICH INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY3 / 4 Assets BOY/EOY$308,876 / $320,447 | 2022 | JAMES HEIDRICH INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN - Plan #002 | 3 / 4 | $308,876 / $320,447 |
| 2022 | Plan NameJAMES HEIDRICH INSURANCE AGENCY, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$29,359 / $37,858 | 2022 | JAMES HEIDRICH INSURANCE AGENCY, INC. PROFIT SHARING PLAN - Plan #001 | 3 / 4 | $29,359 / $37,858 |
| 2021 | Plan NameJAMES HEIDRICH INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$217,249 / $308,876 | 2021 | JAMES HEIDRICH INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN - Plan #002 | 3 / 3 | $217,249 / $308,876 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
JAMES HEIDRICH INSURANCE AGENCY, INC.
355 E Rincon ST STE 215, Corona, Ca 92879-1372 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$38,650 Forgiven$38,635 LenderBank of America, National Association Jobs4 | 05/01/2020 | $38,650 | $38,635 | Bank of America, National Association | 4 |
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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