Pacific Legacy Insurance Services, Inc.

Registered In: Idaho
Incorporation Date: 10/01/2018
Registration Type: Foreign
Foreign Jurisdiction: California
Company Type: Foreign Business Corporation
Status: Active-Good Standing
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Dean L Cameron Commercial Registered Agent	700 W STATE ST 3RD FL IDAHO DEPARTMENT OF INSURANCE, BOISE, ID 83702
Vicki Ficken President	9699 BLUE LARKSPUR LANE 101, MONTEREY, CA 93940

9699 BLUE LARKSPUR LN STE 101, MONTEREY, CA 93940 View Map

Financial Information for Pacific Legacy Insurance Services, Inc.

Form 5500

PACIFIC LEGACY INSURANCE SERVICES, INC.

9699 Blue Larkspur Lane, Suite 101, Monterey, Ca 93940 (831) 626-4561 EIN:46-3419154 Plan Admin:Cetera Retirement Plan Specialists

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$157,532 / $209,005	2023	PACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	4 / 3	$157,532 / $209,005
2022	Plan NamePACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$142,912 / $157,532	2022	PACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	3 / 3	$142,912 / $157,532
2021	Plan NamePACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$105,166 / $142,912	2021	PACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	3 / 3	$105,166 / $142,912
2020	Plan NamePACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$61,969 / $105,166	2020	PACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	3 / 3	$61,969 / $105,166
2019	Plan NamePACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $61,969	2019	PACIFIC LEGACY INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	4 / 4	$0 / $61,969

Benefit & Retirement Plans based on Form 5500.

PPP Loans

PACIFIC LEGACY INSURANCE SERVICES, INC.

9699 Blue Larkspur Ln STE 101, Monterey, Ca 93940 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$37,500 Forgiven$37,841 LenderJPMorgan Chase Bank, National Association Jobs2	05/01/2020	$37,500	$37,841	JPMorgan Chase Bank, National Association	2

PPP Loans based on Paycheck Protection Program.

Address Match:9699 Blue Larkspur Ln Ste 101 Monterey, CA

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Address Match:9699 Blue Larkspur Ln Monterey, CA

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The following government agencies have contributed data:

Idaho Secretary of State's Office U.S. Department of Labor U.S. Small Business Administration

Pacific Legacy Insurance Services, Inc.

Company Summary

Financial Information for Pacific Legacy Insurance Services, Inc.

PACIFIC LEGACY INSURANCE SERVICES, INC.

PACIFIC LEGACY INSURANCE SERVICES, INC.