Crest Insurance Group, LLC

New Mexico
Registered In
10/01/2010
Incorp. Date
Foreign
Registration Type
Arizona
Foreign Jurisdiction

Company Summary

Crest Insurance Group, LLC at 1012 Marquez Pl STE 106b, Santa Fe, Nm 87505 lists Cody Ritchie and Dan Dolan as associates.

Overview

Registered In
New Mexico
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Arizona
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People

Cogency Global Inc. Registered Agent
1012 MARQUEZ PL STE 106B, SANTA FE, NM 87505
Cody Ritchie Manager
Dan Dolan Manager
James Mccartin Manager
Rudy Mathews Manager

Map & Locations

1012 MARQUEZ PL STE 106B, SANTA FE, NM 87505 View Map
10 E 40TH ST FL 10TH, NEW YORK, NY 10016 (Mailing) View Map

Financials

Financial Information for Crest Insurance Group, LLC

Form 5500

CREST INSURANCE GROUP, LLC

5285 East Williams Circle Suite 4500, Tucson, Az 85711 (520) 881-5760 EIN:27-2359016 Plan Admin:Lori Soley
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameCREST INSURANCE GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY228 / 253 Assets BOY/EOY$10,104,304 / $9,147,620 2022 CREST INSURANCE GROUP, LLC 401(K) PLAN - Plan #001 228 / 253 $10,104,304 / $9,147,620
2022 Plan NameCREST INSURANCE GROUP, LLC HEALTH & WELFARE PLAN Plan #502 Participants BOY/EOY245 / 0 Assets BOY/EOY$0 / $0 2022 CREST INSURANCE GROUP, LLC HEALTH & WELFARE PLAN - Plan #502 245 / 0 $0 / $0
2021 Plan NameCREST INSURANCE GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY186 / 220 Assets BOY/EOY$7,277,055 / $10,104,304 2021 CREST INSURANCE GROUP, LLC 401(K) PLAN - Plan #001 186 / 220 $7,277,055 / $10,104,304
2021 Plan NameCREST INSURANCE GROUP, LLC HEALTH & WELFARE PLAN Plan #502 Participants BOY/EOY198 / 245 Assets BOY/EOY$0 / $0 2021 CREST INSURANCE GROUP, LLC HEALTH & WELFARE PLAN - Plan #502 198 / 245 $0 / $0
2020 Plan NameCREST INSURANCE GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY169 / 181 Assets BOY/EOY$5,065,183 / $7,277,055 2020 CREST INSURANCE GROUP, LLC 401(K) PLAN - Plan #001 169 / 181 $5,065,183 / $7,277,055
2020 Plan NameCREST INSURANCE GROUP, LLC HEALTH & WELFARE PLAN Plan #502 Participants BOY/EOY159 / 198 Assets BOY/EOY$0 / $0 2020 CREST INSURANCE GROUP, LLC HEALTH & WELFARE PLAN - Plan #502 159 / 198 $0 / $0
2019 Plan NameCREST INSURANCE GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY157 / 165 Assets BOY/EOY$3,545,782 / $5,065,183 2019 CREST INSURANCE GROUP, LLC 401(K) PLAN - Plan #001 157 / 165 $3,545,782 / $5,065,183
2019 Plan NameCREST INSURANCE GROUP, LLC HEALTH & WELFARE PLAN Plan #502 Participants BOY/EOY144 / 159 Assets BOY/EOY$0 / $0 2019 CREST INSURANCE GROUP, LLC HEALTH & WELFARE PLAN - Plan #502 144 / 159 $0 / $0
2018 Plan NameCREST INSURANCE GROUP, LLC HEALTH & WELFARE PLAN Plan #502 Participants BOY/EOY133 / 144 Assets BOY/EOY$0 / $0 2018 CREST INSURANCE GROUP, LLC HEALTH & WELFARE PLAN - Plan #502 133 / 144 $0 / $0
2017 Plan NameCREST INSURANCE GROUP, LLC HEALTH & WELFARE PLAN Plan #502 Participants BOY/EOY109 / 133 Assets BOY/EOY$0 / $0 2017 CREST INSURANCE GROUP, LLC HEALTH & WELFARE PLAN - Plan #502 109 / 133 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CREST INSURANCE GROUP, LLC

1418 S Miller Creek Pl, Tucson, Az 85748-7765 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
04/04/2020 Approved$2,096,700 Forgiven$2,120,288 LenderLake Forest Bank & Trust Company, National Association Jobs145 04/04/2020 $2,096,700 $2,120,288 Lake Forest Bank & Trust Company, National Association 145
PPP Loans based on Paycheck Protection Program.

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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
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