Poudre Valley Insurance Services, Inc.

Bruce A. Farrell Registered Agent

1701 MEADOWAIRE DR, FORT COLLINS, CO 80525 (View Past Addresses)

1701 MEADOWAIRE DR, FORT COLLINS, CO 80525 View Map

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Form 5500

1701 Meadowaire Drive, Fort Collins, Co 80525 (970) 206-1810 EIN:84-1363599 Plan Admin:Bruce Farrell

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePOUDRE VALLEY INSURANCE SERVICES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 1 Assets BOY/EOY$301,200 / $597,653	2023	POUDRE VALLEY INSURANCE SERVICES, INC. CASH BALANCE PLAN - Plan #002	3 / 1	$301,200 / $597,653
2023	Plan NamePOUDRE VALLEY INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$216,268 / $205,339	2023	POUDRE VALLEY INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	3 / 3	$216,268 / $205,339
2022	Plan NamePOUDRE VALLEY INSURANCE SERVICES, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $301,200	2022	POUDRE VALLEY INSURANCE SERVICES, INC. CASH BALANCE PLAN - Plan #002	3 / 3	$0 / $301,200
2022	Plan NamePOUDRE VALLEY INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$146,262 / $216,268	2022	POUDRE VALLEY INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	3 / 3	$146,262 / $216,268
2021	Plan NamePOUDRE VALLEY INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$70,095 / $146,262	2021	POUDRE VALLEY INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	3 / 3	$70,095 / $146,262
2020	Plan NamePOUDRE VALLEY INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $70,095	2020	POUDRE VALLEY INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	3 / 3	$0 / $70,095

Benefit & Retirement Plans based on Form 5500.

PPP Loans

4033 Boardwalk Dr Ste 200, FORT COLLINS, CO 80525-5934 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/10/2020	Approved$33,750 Forgiven$34,039 LenderFirst National Bank of Omaha Jobs3	04/10/2020	$33,750	$34,039	First National Bank of Omaha	3

PPP Loans based on Paycheck Protection Program.

Address Match:1701 Meadowaire Dr Fort Collins, CO

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The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary