Cavalier Associates, LLC

Registered In: Massachusetts
Incorporation Date: 06/28/2010
Registration Type: Foreign
Foreign Jurisdiction: California
Company Type: Foreign Limited Liability Company (Llc)
Status: Inactive
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Brian Donahue Registered Agent	50 DERBY ST, HINGHAM, MA 02043
Adam M Cavalier Manager	2801 TOWNSGATE RD STE 350, WESTLAKE VILLAGE, CA 91361
Adam M Cavalier REAL PROPERTY	2801 TOWNSGATE RD STE 350, WESTLAKE VILLAGE, CA 91361

2801 TOWNSGATE RD STE 350, WESTLAKE VILLAGE, CA 91361 View Map

Financial Information for Cavalier Associates, LLC

Form 5500

2801 Townsgate Rd STE 350, Westlake Village, Ca 91361 (805) 371-4888 EIN:27-3218601 Plan Admin:Gabby Aguilar

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCAVALIER INSURANCE MARKETING SERVICES, LLC RETIREMENT SAVINGS 401(K) Plan #001 Participants BOY/EOY23 / 23 Assets BOY/EOY$706,575 / $540,357	2022	CAVALIER INSURANCE MARKETING SERVICES, LLC RETIREMENT SAVINGS 401(K) - Plan #001	23 / 23	$706,575 / $540,357
2021	Plan NameCAVALIER INSURANCE MARKETING SERVICES, LLC RETIREMENT SAVINGS 401(K) PLAN Plan #001 Participants BOY/EOY25 / 22 Assets BOY/EOY$552,310 / $706,575	2021	CAVALIER INSURANCE MARKETING SERVICES, LLC RETIREMENT SAVINGS 401(K) PLAN - Plan #001	25 / 22	$552,310 / $706,575
2020	Plan NameCAVALIER INSURANCE MARKETING SERVICES, LLC RETIREMENT SAVINGS 401(K) PLAN Plan #001 Participants BOY/EOY24 / 25 Assets BOY/EOY$552,626 / $552,310	2020	CAVALIER INSURANCE MARKETING SERVICES, LLC RETIREMENT SAVINGS 401(K) PLAN - Plan #001	24 / 25	$552,626 / $552,310
2019	Plan NameCAVALIER INSURANCE MARKETING SERVICES, LLC RETIREMENT SAVINGS 401(K) PLAN Plan #001 Participants BOY/EOY22 / 24 Assets BOY/EOY$403,405 / $552,626	2019	CAVALIER INSURANCE MARKETING SERVICES, LLC RETIREMENT SAVINGS 401(K) PLAN - Plan #001	22 / 24	$403,405 / $552,626

Benefit & Retirement Plans based on Form 5500.

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Address Match:2801 Townsgate Rd Ste 350 Westlake Village, CA

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor

Cavalier Associates, LLC

Company Summary

Financial Information for Cavalier Associates, LLC

CAVALIER ASSOCIATES, LLC