Professional Benefits Team Inc.

Laguna Niguel, CA

California

Registered In

10/31/2017

Incorp. Date

Company Summary

Professional Benefits Team Inc. at 24825 Byroad Way, Laguna Niguel, Ca 92677 lists Patricia Bentkowski and Robert Tidwell of Laguna Niguel, CA.

Patricia Bentkowski Individual Agent	24825 BYROAD WAY, LAGUNA NIGUEL, CA 92677
Patricia Bentkowski CEO	24825 BYROAD WAY, LAGUNA NIGUEL, CA 92677
Patricia Bentkowski Chief Financial Officer	24825 BYROAD WAY, LAGUNA NIGUEL, CA 92677
Robert Tidwell Director	24825 BYROAD WAY, LAGUNA NIGUEL, CA 92677
Patricia Bentkowski Director	24825 BYROAD WAY, LAGUNA NIGUEL, CA 92677
Robert Tidwell Secretary	24825 BYROAD WAY, LAGUNA NIGUEL, CA 92677

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24825 BYROAD WAY, LAGUNA NIGUEL, CA 92677 (Mailing) View Map

Form 5500

5703 N. West Avenue, Suite 102, Fresno, Ca 93711 (559) 275-7705 EIN:84-3239530 Plan Admin:Patricia Benkowski

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePBT INSURANCE SERVICES, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$330,139 / $440,692	2022	PBT INSURANCE SERVICES, LLC CASH BALANCE PENSION PLAN - Plan #002	4 / 4	$330,139 / $440,692
2022	Plan NamePBT INSURANCE SERVICES, LLC PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$37,262 / $37,967	2022	PBT INSURANCE SERVICES, LLC PROFIT SHARING PLAN AND TRUST - Plan #001	4 / 4	$37,262 / $37,967
2021	Plan NamePBT INSURANCE SERVICES, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$197,581 / $330,139	2021	PBT INSURANCE SERVICES, LLC CASH BALANCE PENSION PLAN - Plan #002	4 / 4	$197,581 / $330,139
2021	Plan NamePBT INSURANCE SERVICES, LLC PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$26,058 / $37,262	2021	PBT INSURANCE SERVICES, LLC PROFIT SHARING PLAN AND TRUST - Plan #001	4 / 4	$26,058 / $37,262
2020	Plan NamePBT INSURANCE SERVICES, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$68,421 / $197,581	2020	PBT INSURANCE SERVICES, LLC CASH BALANCE PENSION PLAN - Plan #002	4 / 4	$68,421 / $197,581
2020	Plan NamePBT INSURANCE SERVICES, LLC PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$14,267 / $26,058	2020	PBT INSURANCE SERVICES, LLC PROFIT SHARING PLAN AND TRUST - Plan #001	4 / 4	$14,267 / $26,058

Benefit & Retirement Plans based on Form 5500.

PPP Loans

4688 Jennifer Ave W, Fresno, Ca 93722 Industry:Insurance Agencies and Brokerages Ethnicity:Hispanic or Latino Race:White Veteran:Yes

Loan Date	Approved	Forgiven	Lender	Jobs
06/27/2020	Approved$47,517 Forgiven$0 LenderU.S. Bank, National Association Jobs3	06/27/2020	$47,517	$0	U.S. Bank, National Association	3

PPP Loans based on Paycheck Protection Program.

Address Match:24825 Byroad Way Laguna Niguel, CA

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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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