Navion Insurance Associates, Inc.

Yorba Linda, CA

Montana

Registered In

03/03/2021

Incorp. Date

Foreign

Registration Type

California

Foreign Jurisdiction

Company Summary

Navion Insurance Associates, Inc. at 23001 La Palma Ave STE 120, Yorba Linda, Ca 92887 lists Tim Murphy of Whitefish, MT.

Registered In: Montana
Incorporation Date: 03/03/2021
Registration Type: Foreign
Foreign Jurisdiction: California
Company Type: Foreign Profit Corporation
Status: Active-Good Standing
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Tim Murphy Registered Agent

346 CENTRAL AVE, WHITEFISH, MT 59937

23001 LA PALMA AVE STE 120, YORBA LINDA, CA 92887 View Map

Financial Information for Navion Insurance Associates, Inc.

Form 5500

NAVION INSURANCE ASSOCIATES INC

23001 La Palma Ave STE 120, Yorba Linda, Ca 92887 (714) 202-4710 EIN:27-0922311 Plan Admin:Navion Insurance Associates Inc

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameNAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN Plan #001 Participants BOY/EOY19 / 20 Assets BOY/EOY$793,172 / $1,039,816	2023	NAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN - Plan #001	19 / 20	$793,172 / $1,039,816
2022	Plan NameNAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN Plan #001 Participants BOY/EOY19 / 20 Assets BOY/EOY$766,123 / $793,172	2022	NAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN - Plan #001	19 / 20	$766,123 / $793,172
2021	Plan NameNAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN Plan #001 Participants BOY/EOY19 / 19 Assets BOY/EOY$700,824 / $766,123	2021	NAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN - Plan #001	19 / 19	$700,824 / $766,123
2020	Plan NameNAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN Plan #001 Participants BOY/EOY20 / 19 Assets BOY/EOY$512,044 / $700,824	2020	NAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN - Plan #001	20 / 19	$512,044 / $700,824
2019	Plan NameNAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN Plan #001 Participants BOY/EOY18 / 19 Assets BOY/EOY$682,205 / $512,044	2019	NAVION INSURANCE ASSOCIATES INC 401(K) P/S PLAN - Plan #001	18 / 19	$682,205 / $512,044

Benefit & Retirement Plans based on Form 5500.

PPP Loans

NAVION INSURANCE ASSOCIATES INC

23001 La Palma Ave Ste 120, Yorba Linda, CA 92887-4770 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:Asian Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
01/25/2021	Approved$230,800 Forgiven$233,429 LenderCitibank, N.A. Jobs19	01/25/2021	$230,800	$233,429	Citibank, N.A.	19
05/01/2020	Approved$267,700 Forgiven$271,002 LenderCitibank, N.A. Jobs19	05/01/2020	$267,700	$271,002	Citibank, N.A.	19

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Navion Insurance Associates, Inc. Registered in Virginia	Yorba Linda, CA		View Report
Navion Insurance Associates, Inc. Registered in California	Yorba Linda, CA		View Report

Address Match:23001 La Palma Ave Ste 120 Yorba Linda, CA

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Person/City Match:Tim Murphy - Whitefish, MT

Tim J. Murphy Insurance Agency, Inc. Registered in Montana	Whitefish, MT		View Report

Address Match:23001 La Palma Ave Yorba Linda, CA

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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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