Partner Agency Insurance Services, Inc.

Santa Fe, NM

New Mexico

Registered In

10/22/2004

Incorp. Date

Foreign

Registration Type

California

Foreign Jurisdiction

Company Summary

Partner Agency Insurance Services, Inc. at 1012 Marquez Pl STE 106-b, Santa Fe, Nm 87505 lists Wendy Adams as the associate.

Overview

Registered In

New Mexico

Incorporation Date

10/22/2004

Company Type

Foreign Profit Corporation

Status

Tax Clearance

Registration Type

Foreign

Foreign Jurisdiction

California

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People

Wendy Adams Director

Map & Locations

1012 MARQUEZ PL STE 106-B, SANTA FE, NM 87505 (Mailing) View Map

Financials

Financial Information for Partner Agency Insurance Services, Inc.

Form 5500

PARTNER AGENCY INSURANCE SERVICES, INC.

601 E. Chapman Ave., Fullerton, Ca 92831 (714) 482-9500 EIN:95-3407123 Plan Admin:Wendy Adams

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePARTNER AGENCY INSURANCE SERVICES RETIREMENT PLAN Plan #001 Participants BOY/EOY19 / 19 Assets BOY/EOY$3,070,766 / $3,510,855	2022	PARTNER AGENCY INSURANCE SERVICES RETIREMENT PLAN - Plan #001	19 / 19	$3,070,766 / $3,510,855
2021	Plan NamePARTNER AGENCY INSURANCE SERVICES RETIREMENT PLAN Plan #001 Participants BOY/EOY19 / 19 Assets BOY/EOY$3,622,447 / $3,070,766	2021	PARTNER AGENCY INSURANCE SERVICES RETIREMENT PLAN - Plan #001	19 / 19	$3,622,447 / $3,070,766
2020	Plan NamePARTNER AGENCY INSURANCE SERVICES RETIREMENT PLAN Plan #001 Participants BOY/EOY20 / 19 Assets BOY/EOY$2,995,313 / $3,622,447	2020	PARTNER AGENCY INSURANCE SERVICES RETIREMENT PLAN - Plan #001	20 / 19	$2,995,313 / $3,622,447
2019	Plan NamePARTNER AGENCY INSURANCE SERVICES RETIREMENT PLAN Plan #001 Participants BOY/EOY21 / 20 Assets BOY/EOY$2,555,200 / $2,995,313	2019	PARTNER AGENCY INSURANCE SERVICES RETIREMENT PLAN - Plan #001	21 / 20	$2,555,200 / $2,995,313

Benefit & Retirement Plans based on Form 5500.

PPP Loans

PARTNER AGENCY INSURANCE SERVICES, INC.

975 W Imperial Hwy Ste 100, Brea, CA 92821 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$105,000 Forgiven$106,412 LenderWebBank Jobs8	04/14/2020	$105,000	$106,412	WebBank	8

PPP Loans based on Paycheck Protection Program.

Linked Companies

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Partner Agency Insurance Services, Inc. Registered in California	Fullerton, CA Brea, CA	View Report
Partner Agency Insurance Services, Inc. Registered in Nevada	Carson City, NV Dover, DE	View Report
Partner Agency Insurance Services, Inc. Registered in Oklahoma	Brea, CA Oklahoma City, OK	View Report

Address Match:1012 Marquez Pl Ste 106-B Santa Fe, NM

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Address Match:1012 Marquez Pl Santa Fe, NM

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Sources

The following government agencies have contributed data:

• New Mexico Secretary of State • U.S. Department of Labor • U.S. Small Business Administration