Beachwood Insurance Services, Inc.

California
Registered In
02/19/2019
Incorp. Date

Company Summary

Beachwood Insurance Services, Inc. at 9000 Crow Canyon Road Suite S # 112, Danville, Ca 94506 lists Monica Torres of Discovery Bay, 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

H. Ray Peffer Individual Agent
2000 CROW CANYON PL STE 380, SAN RAMON, CA 94583
Monica Torres CEO
268 CUMBERLAND WAY, DISCOVERY BAY, CA 94505
Monica Torres Chief Financial Officer
268 CUMBERLAND WAY, DISCOVERY BAY, CA 94505
Monica Torres Director
268 CUMBERLAND WAY, DISCOVERY BAY, CA 94505
Monica Torres Secretary
268 CUMBERLAND WAY, DISCOVERY BAY, CA 94505
Showing current associates only (5 of 7 total associates). Create a free account to see the full associate history

Map & Locations

9000 CROW CANYON ROAD SUITE S # 112, DANVILLE, CA 94506 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 Beachwood Insurance Services, Inc.

Form 5500

BEACHWOOD INSURANCE SERVICES, INC.

9000 Crow Canyon Rd Ste. S, Box 112, Us Danville, Ca 94506 (209) 442-4200 EIN:83-3879446 Plan Admin:Robert Herzog
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBEACHWOOD INSURANCE SERVICES, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$122,594 / $152,455 2023 BEACHWOOD INSURANCE SERVICES, INC. 401(K) PLAN & TRUST - Plan #001 4 / 4 $122,594 / $152,455
2022 Plan NameBEACHWOOD INSURANCE SERVICES, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$111,585 / $122,594 2022 BEACHWOOD INSURANCE SERVICES, INC. 401(K) PLAN & TRUST - Plan #001 3 / 4 $111,585 / $122,594
2021 Plan NameBEACHWOOD INSURANCE SERVICES, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$30,166 / $111,585 2021 BEACHWOOD INSURANCE SERVICES, INC. 401(K) PLAN & TRUST - Plan #001 3 / 3 $30,166 / $111,585
2020 Plan NameBEACHWOOD INSURANCE SERVICES, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$8,866 / $30,166 2020 BEACHWOOD INSURANCE SERVICES, INC. 401(K) PLAN & TRUST - Plan #001 1 / 2 $8,866 / $30,166
2019 Plan NameBEACHWOOD INSURANCE SERVICES, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY0 / 1 Assets BOY/EOY$0 / $8,866 2019 BEACHWOOD INSURANCE SERVICES, INC. 401(K) PLAN & TRUST - Plan #001 0 / 1 $0 / $8,866
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BEACHWOOD INSURANCE SERVICES, INC.

5761 Stoddard Rd, Modesto, Ca 95356 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$29,970 Forgiven$30,217 LenderU.S. Bank, National Association Jobs1 05/01/2020 $29,970 $30,217 U.S. Bank, National Association 1
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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