Ivonne Welch Insurance Agency, LLC

New York
Registered In
08/10/2021
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Ivonne Welch Insurance Agency, LLC at New York County lists Ivonne Welch Insurance Agency, Llc of Murrieta, CA as the associate.

Overview

Registered In
New York
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Not Available
Registration Type
Foreign
Foreign Jurisdiction
California
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People

Ivonne Welch Insurance Agency, Llc DOS Process
25240 HANCOCK AVE STE 305, MURRIETA, CA 92562

Map & Locations

New York County View Map

Financials

Financial Information for Ivonne Welch Insurance Agency, LLC

Form 5500

IVONNE WELCH INSURANCE AGENCY LLC

42118 Arbor Glen Dr., Temecula, Ca 92592 (714) 240-1000 EIN:46-0932157 Plan Admin:Mariana Welch
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameIVONNE WELCH INSURANCE AGENCY LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY18 / 24 Assets BOY/EOY$3,784,171 / $3,542,126 2022 IVONNE WELCH INSURANCE AGENCY LLC CASH BALANCE PLAN - Plan #002 18 / 24 $3,784,171 / $3,542,126
2022 Plan NameIVONNE WELCH INSURANCE AGENCY 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY48 / 50 Assets BOY/EOY$1,290,558 / $1,189,004 2022 IVONNE WELCH INSURANCE AGENCY 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 48 / 50 $1,290,558 / $1,189,004
2021 Plan NameIVONNE WELCH INSURANCE AGENCY LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY16 / 18 Assets BOY/EOY$3,416,894 / $3,784,191 2021 IVONNE WELCH INSURANCE AGENCY LLC CASH BALANCE PLAN - Plan #002 16 / 18 $3,416,894 / $3,784,191
2021 Plan NameIVONNE WELCH INSURANCE AGENCY 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY40 / 48 Assets BOY/EOY$1,096,987 / $1,290,558 2021 IVONNE WELCH INSURANCE AGENCY 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 40 / 48 $1,096,987 / $1,290,558
2020 Plan NameIVONNE WELCH INSURANCE AGENCY LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 10 Assets BOY/EOY$2,365,536 / $3,416,894 2020 IVONNE WELCH INSURANCE AGENCY LLC CASH BALANCE PLAN - Plan #002 8 / 10 $2,365,536 / $3,416,894
2020 Plan NameIVONNE WELCH INSURANCE AGENCY 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY31 / 40 Assets BOY/EOY$778,548 / $1,096,987 2020 IVONNE WELCH INSURANCE AGENCY 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 31 / 40 $778,548 / $1,096,987
2019 Plan NameIVONNE WELCH INSURANCE AGENCY LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 8 Assets BOY/EOY$1,054,473 / $2,365,536 2019 IVONNE WELCH INSURANCE AGENCY LLC CASH BALANCE PLAN - Plan #002 7 / 8 $1,054,473 / $2,365,536
2019 Plan NameIVONNE WELCH INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY27 / 30 Assets BOY/EOY$519,135 / $778,548 2019 IVONNE WELCH INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 27 / 30 $519,135 / $778,548
Benefit & Retirement Plans based on Form 5500.
PPP Loans

IVONNE WELCH INSURANCE AGENCY, LLC

42118 Arbor Glen Dr., Temecula, CA 92592 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
04/28/2020 Approved$247,431 Forgiven$250,292 LenderFarmers & Merchants Bank of Long Beach Jobs17 04/28/2020 $247,431 $250,292 Farmers & Merchants Bank of Long Beach 17
PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:
Ivonne Welch Insurance Agency, LLC Registered in Washington
Liberty Lake, WA Murrieta, CA View Report
Ivonne Welch Insurance Agency, LLC Registered in California
Murrieta, CA View Report
Coeur D'alene, ID Couer D Alene, ID (1 more) View Report

Sources

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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