Heffernan Walton Insurance Services Incorporated
Florida
Registered In
03/09/2023
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Heffernan Walton Insurance Services Incorporated in San Jose, CA lists Tuckness David and Heffernan III F. Michael of San Jose, CA
Overview
Registered In
Florida
Incorporation Date
Company Type
Foreign Profit
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
California
EIN
94-2308175
Email
*************@cscinfo.com
Search Other Resources
People
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Corporation Service Company
Registered Agent
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1201 HAYS ST, TALLAHASSEE, FL 32301
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Tuckness David
President
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1731 TECHNOLOGY DR STE 250, SAN JOSE, CA 95110
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Heffernan III F. Michael
President
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1731 TECHNOLOGY DR STE 250, SAN JOSE, CA 95110
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Prichard Jr. John R
Dire
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1731 TECHNOLOGY DR STE 250, SAN JOSE, CA 95110
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Mahoney Jennifer A
Secretary
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1350 CARLBACK AVE STE 100, WALNUT CREEK, CA 94596
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Mortimer Philip
Treasurer
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1731 TECHNOLOGY DR STE 250, SAN JOSE, CA 95110
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Showing 10 of 11 associates. Create a free account to view the complete list and historical changes.
Map & Locations
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1731 TECHNOLOGY DR STE 250, SAN JOSE, CA 95110
View Map
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Financials
Financial Information for Heffernan Walton Insurance Services Incorporated
Form 5500
VALLEY GENERAL INSURANCE SERVICES INC
1731 Technology Dr STE 250, San Jose, Ca 95110 EIN:94-2308175 Plan Admin:David Tuckness| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameVALLEY GENERAL INSURANCE SERVICES, INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 0 Assets BOY/EOY$1,227,549 / $0 | 2022 | VALLEY GENERAL INSURANCE SERVICES, INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 12 / 0 | $1,227,549 / $0 |
| 2021 | Plan NameVALLEY GENERAL INSURANCE SVC I 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$1,063,584 / $1,227,549 | 2021 | VALLEY GENERAL INSURANCE SVC I 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 11 / 12 | $1,063,584 / $1,227,549 |
| 2020 | Plan NameVALLEY GENERAL INSURANCE SVC I 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$851,986 / $1,063,584 | 2020 | VALLEY GENERAL INSURANCE SVC I 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 10 / 11 | $851,986 / $1,063,584 |
| 2019 | Plan NameVALLEY GENERAL INSURANCE SVC I 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$757,603 / $851,986 | 2019 | VALLEY GENERAL INSURANCE SVC I 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 10 / 10 | $757,603 / $851,986 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• Florida Department of State • U.S. Department of Labor
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