Commercial West Legacy, Inc.

Registered In: New Mexico
Incorporation Date: 09/01/2006
Registration Type: Foreign
Foreign Jurisdiction: Arizona
Company Type: Foreign Profit Corporation
Status: Active
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C T Corporation System Registered Agent	206 S CORONADO AVE, ESPANOLA, NM 87532
Jacob Grover Vice President
Ronda Epperson Secretary
Jacob H Grover Director
Jeffery Lynn Steed Director

2152 S VINEYARD STE 107, MESA, AZ 85210 View Map
206 S CORONADO AVE, ESPANOLA, NM 87532 View Map

Financial Information for Commercial West Legacy, Inc.

Form 5500

COMMERCIAL WEST LEGACY, INC.

2152 S. Vineyard, Suite 107, Mesa, Az 85210 (480) 961-5400 EIN:20-3994274 Plan Admin:Jeffery Steed

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCOMMERCIAL WEST LEGACY, INC. 401K PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$1,386,058 / $1,951,633	2023	COMMERCIAL WEST LEGACY, INC. 401K PLAN - Plan #001	12 / 14	$1,386,058 / $1,951,633
2022	Plan NameCOMMERCIAL WEST LEGACY, INC. 401K PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$1,683,448 / $1,386,058	2022	COMMERCIAL WEST LEGACY, INC. 401K PLAN - Plan #001	13 / 12	$1,683,448 / $1,386,058
2021	Plan NameCOMMERCIAL WEST LEGACY, INC. 401K PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$1,286,284 / $1,683,448	2021	COMMERCIAL WEST LEGACY, INC. 401K PLAN - Plan #001	12 / 13	$1,286,284 / $1,683,448
2020	Plan NameCOMMERCIAL WEST LEGACY, INC. 401K PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$936,373 / $1,286,284	2020	COMMERCIAL WEST LEGACY, INC. 401K PLAN - Plan #001	12 / 12	$936,373 / $1,286,284
2019	Plan NameCOMMERCIAL WEST LEGACY, INC. 401K PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$664,889 / $936,373	2019	COMMERCIAL WEST LEGACY, INC. 401K PLAN - Plan #001	11 / 12	$664,889 / $936,373

Benefit & Retirement Plans based on Form 5500.

PPP Loans

COMMERCIAL WEST LEGACY INC.

2152 S Vineyard Ste 107, Mesa, AZ 85210-6881 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
02/05/2021	Approved$150,000 Forgiven$150,542 LenderLake Forest Bank & Trust Company, National Association Jobs10	02/05/2021	$150,000	$150,542	Lake Forest Bank & Trust Company, National Association	10
05/01/2020	Approved$121,983 Forgiven$122,591 LenderBank of America, National Association Jobs11	05/01/2020	$121,983	$122,591	Bank of America, National Association	11

PPP Loans based on Paycheck Protection Program.

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Commercial West Legacy, Inc. Registered in Ohio	Gilbert, AZ Columbus, OH	View Report
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Address Match:2152 S Vineyard Mesa, AZ

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The following government agencies have contributed data:

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

Commercial West Legacy, Inc.

Company Summary

Financial Information for Commercial West Legacy, Inc.

COMMERCIAL WEST LEGACY, INC.

COMMERCIAL WEST LEGACY INC.