Pleasanton Valley Insurance Brokers, Inc.
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.
Overview
Registered In
Colorado
Incorporation Date
Company Type
Foreign Corporation
Status
Good Standing
Registration Type
Foreign
Foreign Jurisdiction
California
Search Other Resources
People
|
Zachary Weiss
Registered Agent
|
6749 CANYONPOINT RD, CASTLE PINES, CO 80108
|
Map & Locations
|
65 OAK CT, DANVILLE, CA 94526
View Map
|
Financials
Financial Information for Pleasanton Valley Insurance Brokers, Inc.
Form 5500
PLEASANTON VALLEY INSURANCE BROKERS, INC.
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
PLEASANTON VALLEY INSURANCE BROKERS INC.
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.
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Sources
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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