Beall Financial and Insurance Services, Inc

Redlands, CA

Montana

Registered In

08/19/2016

Incorp. Date

Foreign

Registration Type

California

Foreign Jurisdiction

Company Summary

Beall Financial and Insurance Services, Inc in Redlands, CA was registered on 08/19/2016. It is listed at 130 W Vine St, Redlands, Ca 92373.

130 W VINE ST, REDLANDS, CA 92373 (Mailing) View Map

Form 5500

130 West Vine Street, Redlands, Ca 92373 (909) 792-2345 EIN:33-0211925 Plan Admin:Richard Beall

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBEALL FINANCIAL AND INSURANCE SERVICES INC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$1,269,974 / $1,472,533	2023	BEALL FINANCIAL AND INSURANCE SERVICES INC 401K PROFIT SHARING PLAN - Plan #001	12 / 11	$1,269,974 / $1,472,533
2022	Plan NameBEALL FINANCIAL AND INSURANCE SERVICES INC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 11 Assets BOY/EOY$1,423,411 / $1,269,974	2022	BEALL FINANCIAL AND INSURANCE SERVICES INC 401K PROFIT SHARING PLAN - Plan #001	13 / 11	$1,423,411 / $1,269,974
2021	Plan NameBEALL FINANCIAL AND INSURANCE SERVICES INC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$1,225,935 / $1,423,411	2021	BEALL FINANCIAL AND INSURANCE SERVICES INC 401K PROFIT SHARING PLAN - Plan #001	12 / 13	$1,225,935 / $1,423,411
2020	Plan NameBEALL FINANCIAL AND INSURANCE SERVICES INC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$1,029,657 / $1,225,935	2020	BEALL FINANCIAL AND INSURANCE SERVICES INC 401K PROFIT SHARING PLAN - Plan #001	11 / 12	$1,029,657 / $1,225,935
2019	Plan NameBEALL FINANCIAL AND INSURANCE SERVICES INC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$806,132 / $1,029,657	2019	BEALL FINANCIAL AND INSURANCE SERVICES INC 401K PROFIT SHARING PLAN - Plan #001	11 / 11	$806,132 / $1,029,657

Benefit & Retirement Plans based on Form 5500.

PPP Loans

130 W. Vine St, Redlands, Ca 92373-4762 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/12/2020	Approved$124,300 Forgiven$125,301 LenderAmerican Business Bank Jobs7	04/12/2020	$124,300	$125,301	American Business Bank	7

PPP Loans based on Paycheck Protection Program.

Address Match:130 W Vine St Redlands, CA

Beall Financial and Insurance Services, Inc. Registered in Massachusetts	Redlands, CA Worcester, MA	View Report
Beall Financial and Insurance Services, Inc. Registered in Virginia	Glen Allen, VA Redlands, CA	View Report
Beall Financial and Insurance Services, Inc. Registered in California	Redlands, CA	View Report

Related Business Names:

Beall Financial and Insurance Services, Inc. Registered in New York	Redlands, CA		View Report

Street Match:W Vine St Redlands, 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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