Beall Financial and Insurance Services, Inc.

New York
Registered In
09/28/2017
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Beall Financial and Insurance Services, Inc. at Suffolk County lists S. Scott Reynolds of Vacaville, CA and Richard A. Bell of Redlands, CA as the associates.

Registered In
New York
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Business Corporation
Status
Not Available
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SEC | EDGAR Trellis.Law Recent News
S. Scott Reynolds DOS Process
411 DAVIS ST STE 201, VACAVILLE, CA 95688
Richard A. Bell CEO
RICHARD A. BELL, REDLANDS, CA 92373 (View Past Addresses)
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Financial Information for Beall Financial and Insurance Services, Inc.

Form 5500

BEALL FINANCIAL AND INSURANCE SERVICES INC

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

BEALL FINANCIAL AND INSURANCE SERVICES, INC.

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.
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The following government agencies have contributed data:

New York Department of State U.S. Department of Labor U.S. Small Business Administration
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