Pleasanton Valley Insurance Brokers, Inc.

Danville, CA

Colorado

Registered In

10/01/2021

Incorp. Date

Foreign

Registration Type

California

Foreign Jurisdiction

Company Summary

Pleasanton Valley Insurance Brokers, Inc. at 65 Oak Ct, Danville, Ca 94526 lists Zachary Weiss of Castle Pines, CO.

Zachary Weiss Registered Agent

6749 CANYONPOINT RD, CASTLE PINES, CO 80108

65 OAK CT, DANVILLE, CA 94526 View Map

Form 5500

65 Oak Ct., Danville, Ca 94526 (866) 762-2111 EIN:94-3169853 Plan Admin:Dana Rudick

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePLEASANTON VALLEY INSURANCE BROKERS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$4,578,859 / $5,739,924	2023	PLEASANTON VALLEY INSURANCE BROKERS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	14 / 14	$4,578,859 / $5,739,924
2022	Plan NamePLEASANTON VALLEY INSURANCE BROKERS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$4,976,475 / $4,578,859	2022	PLEASANTON VALLEY INSURANCE BROKERS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	13 / 14	$4,976,475 / $4,578,859
2021	Plan NamePLEASANTON VALLEY INSURANCE BROKERS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$4,339,369 / $4,976,475	2021	PLEASANTON VALLEY INSURANCE BROKERS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	14 / 13	$4,339,369 / $4,976,475
2020	Plan NamePLEASANTON VALLEY INSURANCE BROKERS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 14 Assets BOY/EOY$3,370,230 / $4,339,369	2020	PLEASANTON VALLEY INSURANCE BROKERS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	15 / 14	$3,370,230 / $4,339,369
2019	Plan NamePLEASANTON VALLEY INSURANCE BROKERS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$2,531,934 / $3,370,230	2019	PLEASANTON VALLEY INSURANCE BROKERS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	15 / 15	$2,531,934 / $3,370,230

Benefit & Retirement Plans based on Form 5500.

PPP Loans

65 Oak Ct, Danville, CA 94526-4006 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
02/20/2021	Approved$230,800 Forgiven$232,975 LenderFremont Bank Jobs14	02/20/2021	$230,800	$232,975	Fremont Bank	14
04/15/2020	Approved$230,800 Forgiven$233,974 LenderFremont Bank Jobs13	04/15/2020	$230,800	$233,974	Fremont Bank	13

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Pleasanton Valley Insurance Brokers, Inc. Registered in California	Danville, CA Dublin, CA (1 more)		View Report
Pleasanton Valley Insurance Brokers, Inc. Registered in Nevada	Las Vegas, NV		View Report

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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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