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.
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H. Ray Peffer
Individual Agent
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2000 CROW CANYON PL STE 380, SAN RAMON, CA 94583
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Monica Torres
CEO
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268 CUMBERLAND WAY, DISCOVERY BAY, CA 94505
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Monica Torres
Chief Financial Officer
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268 CUMBERLAND WAY, DISCOVERY BAY, CA 94505
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Monica Torres
Director
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268 CUMBERLAND WAY, DISCOVERY BAY, CA 94505
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Monica Torres
Secretary
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268 CUMBERLAND WAY, DISCOVERY BAY, CA 94505
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9000 CROW CANYON ROAD SUITE S # 112, DANVILLE, CA 94506
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| 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 |
| 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 |
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