Sara Freund Insurance and Financial Services, Inc.

California
Registered In
07/10/2017
Incorp. Date

Company Summary

Sara Freund Insurance and Financial Services, Inc. at 243 N Highway 101 STE 22, Solana Beach, Ca 92075 lists Sara Freund of Solana Beach, 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

Kelly Bagla Individual Agent
5857 OWENS AVE STE 300, CARLSBAD, CA 92008
Sara Freund CEO
243 N HIGHWAY 101 STE 22, SOLANA BEACH, CA 92075 (View Past Addresses)
Sara Freund Chief Financial Officer
243 N HIGHWAY 101 STE 22, SOLANA BEACH, CA 92075
Sara Freund Director
243 N HIGHWAY 101 STE 22, SOLANA BEACH, CA 92075
Sara Freund Secretary
243 N HIGHWAY 101 STE 22, SOLANA BEACH, CA 92075
Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

243 N HIGHWAY 101 STE 22, SOLANA BEACH, CA 92075 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Sara Freund Insurance and Financial Services, Inc.

Form 5500

SARA FREUND INSURANCE AND FINANCIAL SERVICES, INC.

243 N Highway 101 Suite 22, Solana Beach, Ca 92075 (858) 350-0700 EIN:82-2296150 Plan Admin:Sara Freund
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameFREUNDLY INSURANCE 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$4,538 / $16,482 2022 FREUNDLY INSURANCE 401(K) PLAN - Plan #001 3 / 3 $4,538 / $16,482
2021 Plan NameFREUNDLY INSURANCE 401(K) PLAN Plan #001 Participants BOY/EOY1 / 3 Assets BOY/EOY$0 / $4,538 2021 FREUNDLY INSURANCE 401(K) PLAN - Plan #001 1 / 3 $0 / $4,538
Benefit & Retirement Plans based on Form 5500.
PPP Loans

SARA FREUND INSURANCE & FINANCIAL SERVICES INC

503 N Highway 101 Ste B, Solana Beach, CA 92075-1134 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/13/2020 Approved$27,500 Forgiven$27,681 LenderJPMorgan Chase Bank, National Association Jobs3 04/13/2020 $27,500 $27,681 JPMorgan Chase 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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