Harmony Insurance Agency, Inc.

California
Registered In
03/06/2017
Incorp. Date

Company Summary

Harmony Insurance Agency, Inc. at 101 Hodencamp Rd STE 200, Thousand Oaks, Ca 91360 lists Sheri Anne Berthel of Thousand Oaks, CA as the associate.

Overview

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

Sheri Anne Berthel Individual Agent
101 HODENCAMP RD STE 200, THOUSAND OAKS, CA 91360 (View Past Addresses)
Sheri Anne Berthel CEO
101 HODENCAMP RD STE 200, THOUSAND OAKS, CA 91360 (View Past Addresses)
Sheri Anne Berthel Chief Financial Officer
101 HODENCAMP RD STE 200, THOUSAND OAKS, CA 91360 (View Past Addresses)
Sheri Anne Berthel Director
101 HODENCAMP RD STE 200, THOUSAND OAKS, CA 91360 (View Past Addresses)
Sheri Anne Berthel Secretary
101 HODENCAMP RD STE 200, THOUSAND OAKS, CA 91360
Showing current associates only (5 of 9 total associates). Create a free account to see the full associate history

Map & Locations

101 HODENCAMP RD STE 200, THOUSAND OAKS, CA 91360 View Map
101 HODENCAMP RD SUITE 200 STE 200, THOUSAND OAKS, CA 91360 View Map
Showing current addresses only (2 of 5 total addresses). Create a free account to see the full address history

Financials

Financial Information for Harmony Insurance Agency, Inc.

Form 5500

HARMONY INSURANCE AGENCY, INC.

3205 Old Conejo Rdsuite 203, Newbury Park, Ca 91320 (805) 768-5131 EIN:82-0885413 Plan Admin:Sheri Berthel
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameHARMONY INSURANCE AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$43,954 / $80,333 2023 HARMONY INSURANCE AGENCY 401(K) PLAN - Plan #001 11 / 11 $43,954 / $80,333
2022 Plan NameHARMONY INSURANCE AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$31,083 / $43,954 2022 HARMONY INSURANCE AGENCY 401(K) PLAN - Plan #001 9 / 10 $31,083 / $43,954
2021 Plan NameHARMONY INSURANCE AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY7 / 9 Assets BOY/EOY$0 / $31,083 2021 HARMONY INSURANCE AGENCY 401(K) PLAN - Plan #001 7 / 9 $0 / $31,083
Benefit & Retirement Plans based on Form 5500.
PPP Loans

HARMONY INSURANCE AGENCY INC

3205 Old Conejo Rd Suite 203, Newbury Park, Ca 91320 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$14,604 Forgiven$14,702 LenderWells Fargo Bank, National Association Jobs3 05/01/2020 $14,604 $14,702 Wells Fargo Bank, National Association 3
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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