Boswell Insurance Agency, Agents and Brokers, Inc.

Missouri
Registered In
07/16/1997
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Boswell Insurance Agency, Agents and Brokers, Inc. in Mission Viejo, CA lists Joe A Boswell, and Michelle Kaough, of Mission Viejo, CA

Registered In
Missouri
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Gen. Business - for Profit
Status
Good Standing
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SEC | EDGAR Trellis.Law Recent News
National Registered Agents, Inc. Registered Agent
120 S CENTRAL AVE, CLAYTON, MO 63105
Joe A Boswell, President
26461 CROWN VALLEY PKWY STE 200, MISSION VIEJO, CA 92691
Michelle Kaough, Vice President
26461 CROWN VALLEY PKWY STE 200, MISSION VIEJO, CA 92691
Joe A Boswell, Director
26461 CROWN VALLEY PKWY STE 200, MISSION VIEJO, CA 92691
Lisa Marquis, Secretary
26461 CROWN VALLEY PKWY STE 200, MISSION VIEJO, CA 92691
Sabrina Hendsbee, Treasurer
26461 CROWN VALLEY PKWY STE 200, MISSION VIEJO, CA 92691
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26461 CROWN VALLEY PKWY STE 200, MISSION VIEJO, CA 92691 View Map

Financial Information for Boswell Insurance Agency, Agents and Brokers, Inc.

Form 5500

BOSWELL INSURANCE AGENCY, AGENTS & BROKERS, INC.

26461 Crown Valley Parkway Suite 200, Mission Viejo, Ca 92691 (949) 855-0430 EIN:33-0503344 Plan Admin:Sabrina Hendsbee
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameBOSWELL INSURANCE AGENCY, AGENTS & BROKERS, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY20 / 18 Assets BOY/EOY$2,382,705 / $2,016,744 2022 BOSWELL INSURANCE AGENCY, AGENTS & BROKERS, INC. RETIREMENT SAVINGS PLAN - Plan #001 20 / 18 $2,382,705 / $2,016,744
2021 Plan NameBOSWELL INSURANCE AGENCY, AGENTS & BROKERS, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY20 / 20 Assets BOY/EOY$2,116,591 / $2,382,705 2021 BOSWELL INSURANCE AGENCY, AGENTS & BROKERS, INC. RETIREMENT SAVINGS PLAN - Plan #001 20 / 20 $2,116,591 / $2,382,705
2020 Plan NameBOSWELL INSURANCE AGENCY, AGENTS & BROKERS, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY19 / 20 Assets BOY/EOY$1,852,621 / $2,116,591 2020 BOSWELL INSURANCE AGENCY, AGENTS & BROKERS, INC. RETIREMENT SAVINGS PLAN - Plan #001 19 / 20 $1,852,621 / $2,116,591
2019 Plan NameBOSWELL INSURANCE AGENCY, AGENTS & BROKERS, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY20 / 19 Assets BOY/EOY$1,552,586 / $1,852,621 2019 BOSWELL INSURANCE AGENCY, AGENTS & BROKERS, INC. RETIREMENT SAVINGS PLAN - Plan #001 20 / 19 $1,552,586 / $1,852,621
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BOSWELL INSURANCE AGENCY, AGENTS & BROKERS, INC.

26461 Crown Valley Pkwy STE 200, Mission Viejo, Ca 92691-6377 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
04/28/2020 Approved$190,000 Forgiven$191,317 LenderCitizens Business Bank Jobs15 04/28/2020 $190,000 $191,317 Citizens Business Bank 15
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Missouri Secretary of State U.S. Department of Labor U.S. Small Business Administration
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