Insurance Agency Ventures, Inc.

California
Registered In
05/29/2018
Incorp. Date

Company Summary

Insurance Agency Ventures, Inc. at 1500 E Hamilton Ave STE 100, Campbell, Ca 95008 lists Ross Peterson and Shari Peterson of Campbell, CA as the associates.

Overview

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

Trevor Zink Individual Agent
1940 HAMILTON AVE, SAN JOSE, CA 95125
Ross Peterson CEO
1500 E HAMILTON AVE STE 100, CAMPBELL, CA 95008 (View Past Addresses)
Ross Peterson Chief Financial Officer
1500 E HAMILTON AVE STE 100, CAMPBELL, CA 95008
Ross Peterson Director
1500 E HAMILTON AVE STE 100, CAMPBELL, CA 95008
Shari Peterson Secretary
1500 E HAMILTON AVE STE 100, CAMPBELL, CA 95008
Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

1500 E HAMILTON AVE STE 100, CAMPBELL, CA 95008 (Mailing) View Map

Financials

Financial Information for Insurance Agency Ventures, Inc.

Form 5500

INSURANCE AGENCY VENTURES INC

1500 E Hamilton Ave - STE 100, Campbell, Ca 95008 (408) 371-7597 EIN:83-0844632 Plan Admin:Shari Peterson
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameINSURANCE AGENCY VENTURES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$422,736 / $449,181 2022 INSURANCE AGENCY VENTURES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 10 / 10 $422,736 / $449,181
2021 Plan NameINSURANCE AGENCY VENTURES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$306,902 / $422,736 2021 INSURANCE AGENCY VENTURES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 8 / 9 $306,902 / $422,736
2020 Plan NameINSURANCE AGENCY VENTURES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$209,751 / $306,902 2020 INSURANCE AGENCY VENTURES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 9 / 8 $209,751 / $306,902
2019 Plan NameINSURANCE AGENCY VENTURES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 9 Assets BOY/EOY$119,073 / $209,751 2019 INSURANCE AGENCY VENTURES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 7 / 9 $119,073 / $209,751
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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