The Insurance Shop, L.L.C.

Capell, Walter R Registered Agent

80 S HWY UU, COLUMBIA, MO 65203

3809 S PROVIDENCE STE A, COLUMBIA, MO 65203 View Map

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Form 5500

3901 S Providence Rd STE B, Columbia, Mo 65203 (573) 445-5535 EIN:20-2090263 Plan Admin:Jessica Childs

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHE INSURANCE SHOP, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY17 / 16 Assets BOY/EOY$255,785 / $337,679	2023	THE INSURANCE SHOP, LLC RETIREMENT TRUST - Plan #001	17 / 16	$255,785 / $337,679
2022	Plan NameTHE INSURANCE SHOP, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY17 / 16 Assets BOY/EOY$275,970 / $255,785	2022	THE INSURANCE SHOP, LLC RETIREMENT TRUST - Plan #001	17 / 16	$275,970 / $255,785
2021	Plan NameTHE INSURANCE SHOP, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY27 / 16 Assets BOY/EOY$238,005 / $275,970	2021	THE INSURANCE SHOP, LLC RETIREMENT TRUST - Plan #001	27 / 16	$238,005 / $275,970
2020	Plan NameTHE INSURANCE SHOP, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY14 / 25 Assets BOY/EOY$211,082 / $238,005	2020	THE INSURANCE SHOP, LLC RETIREMENT TRUST - Plan #001	14 / 25	$211,082 / $238,005
2019	Plan NameTHE INSURANCE SHOP, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY30 / 38 Assets BOY/EOY$155,699 / $211,082	2019	THE INSURANCE SHOP, LLC RETIREMENT TRUST - Plan #001	30 / 38	$155,699 / $211,082

Benefit & Retirement Plans based on Form 5500.

PPP Loans

3809 S Providence Rd, Columbia, MO 65203-3748 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
03/03/2021	Approved$195,529 Forgiven$196,626 LenderCommerce Bank Jobs17	03/03/2021	$195,529	$196,626	Commerce Bank	17
04/13/2020	Approved$200,600 Forgiven$203,291 LenderCommerce Bank Jobs19	04/13/2020	$200,600	$203,291	Commerce Bank	19

PPP Loans based on Paycheck Protection Program.

Address Match:3809 S Providence Ste a Columbia, MO

The Insurance Shop Registered in Missouri	Columbia, MO		View Report

Address Match:3809 S Providence Columbia, MO

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Person/City Match:Capell Walter R - Columbia, MO

Paysmart LLC Registered in Missouri	Columbia, MO		View Report
The Insurance Shop, Inc. Registered in Massachusetts	Columbia, MO Danvers, MA		View Report

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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

Company Summary