Petersen International Underwriters

Colorado
Registered In
06/15/2017
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Petersen International Underwriters in Valencia, CA was registered on 06/15/2017. It is listed at 23929 Valencia Blvd FL 2nd, Valencia, Ca 91355.

Registered In
Colorado
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Corporation
Status
Good Standing
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Business Filings Incorporated Registered Agent
7700 E ARAPAHOE RD STE 220, CENTENNIAL, CO 80112 (View Past Addresses)
23929 VALENCIA BLVD FL 2ND, VALENCIA, CA 91355 View Map

Financial Information for Petersen International Underwriters

Form 5500

PETERSEN INTERNATIONAL UNDERWRITERS

23929 Valencia Blvd., 2nd Floor, Valencia, Ca 91355 (661) 254-0006 EIN:95-3493616 Plan Admin:Phillip Harris
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NamePETERSEN INTERNATIONAL UNDERWRITERS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY62 / 66 Assets BOY/EOY$14,991,496 / $19,775,494 2023 PETERSEN INTERNATIONAL UNDERWRITERS 401(K) PROFIT SHARING PLAN - Plan #001 62 / 66 $14,991,496 / $19,775,494
2023 Plan NamePETERSEN INTERNATIONAL UNDERWRITERS CASH BALANCE PLAN & TRUST Plan #002 Participants BOY/EOY58 / 58 Assets BOY/EOY$12,860,322 / $15,843,232 2023 PETERSEN INTERNATIONAL UNDERWRITERS CASH BALANCE PLAN & TRUST - Plan #002 58 / 58 $12,860,322 / $15,843,232
2022 Plan NamePETERSEN INTERNATIONAL UNDERWRITERS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY64 / 63 Assets BOY/EOY$18,511,483 / $14,991,496 2022 PETERSEN INTERNATIONAL UNDERWRITERS 401(K) PROFIT SHARING PLAN - Plan #001 64 / 63 $18,511,483 / $14,991,496
2022 Plan NamePETERSEN INTERNATIONAL UNDERWRITERS CASH BALANCE PLAN & TRUST Plan #002 Participants BOY/EOY56 / 56 Assets BOY/EOY$14,759,115 / $12,860,322 2022 PETERSEN INTERNATIONAL UNDERWRITERS CASH BALANCE PLAN & TRUST - Plan #002 56 / 56 $14,759,115 / $12,860,322
2021 Plan NamePETERSEN INTERNATIONAL UNDERWRITERS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY69 / 62 Assets BOY/EOY$16,077,750 / $18,511,483 2021 PETERSEN INTERNATIONAL UNDERWRITERS 401(K) PROFIT SHARING PLAN - Plan #001 69 / 62 $16,077,750 / $18,511,483
2021 Plan NamePETERSEN INTERNATIONAL UNDERWRITERS CASH BALANCE PLAN & TRUST Plan #002 Participants BOY/EOY61 / 61 Assets BOY/EOY$12,907,021 / $14,759,115 2021 PETERSEN INTERNATIONAL UNDERWRITERS CASH BALANCE PLAN & TRUST - Plan #002 61 / 61 $12,907,021 / $14,759,115
2020 Plan NamePETERSEN INTERNATIONAL UNDERWRITERS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY73 / 70 Assets BOY/EOY$13,410,838 / $16,077,750 2020 PETERSEN INTERNATIONAL UNDERWRITERS 401(K) PROFIT SHARING PLAN - Plan #001 73 / 70 $13,410,838 / $16,077,750
2020 Plan NamePETERSEN INTERNATIONAL UNDERWRITERS CASH BALANCE PLAN & TRUST Plan #002 Participants BOY/EOY62 / 62 Assets BOY/EOY$10,935,513 / $12,907,021 2020 PETERSEN INTERNATIONAL UNDERWRITERS CASH BALANCE PLAN & TRUST - Plan #002 62 / 62 $10,935,513 / $12,907,021
2019 Plan NamePETERSEN INTERNATIONAL UNDERWRITERS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY71 / 71 Assets BOY/EOY$10,660,051 / $13,410,838 2019 PETERSEN INTERNATIONAL UNDERWRITERS 401(K) PROFIT SHARING PLAN - Plan #001 71 / 71 $10,660,051 / $13,410,838
2019 Plan NamePETERSEN INTERNATIONAL UNDERWRITERS CASH BALANCE PLAN & TRUST Plan #002 Participants BOY/EOY58 / 58 Assets BOY/EOY$9,059,510 / $10,935,513 2019 PETERSEN INTERNATIONAL UNDERWRITERS CASH BALANCE PLAN & TRUST - Plan #002 58 / 58 $9,059,510 / $10,935,513
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PETERSEN INTERNATIONAL UNDERWRITERS

23929 Valencia Blvd, 2nd Floor, VALENCIA, CA 91355-5309 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
04/07/2020 Approved$1,060,000 Forgiven$1,068,509 LenderCity National Bank Jobs56 04/07/2020 $1,060,000 $1,068,509 City National Bank 56
PPP Loans based on Paycheck Protection Program.
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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
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