Boswell Insurance Agency, Agents and Brokers, Inc.

Montana
Registered In
07/17/1997
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Boswell Insurance Agency, Agents and Brokers, Inc. in Mission Viejo, CA was registered on 07/17/1997. It is listed at 26461 Crown Valley Pkwy # 200, Mission Viejo, Ca 92691.

Registered In
Montana
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Profit Corporation
Status
Active-Good Standing
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National Registered Agents Inc Registered Agent
3011 AMERICAN WAY, MISSOULA, MT 59808
26461 CROWN VALLEY PKWY # 200, MISSION VIEJO, CA 92691 View Map
26461 CROWN VALLEY PKWY STE 200, MISSION VIEJO, CA 92691 (Mailing) 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:

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