Ivonne Welch Insurance Agency, LLC at New York County lists Ivonne Welch Insurance Agency, Llc of Murrieta, CA as the associate.
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Ivonne Welch Insurance Agency, Llc
DOS Process
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25240 HANCOCK AVE STE 305, MURRIETA, CA 92562
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New York County
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| 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 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 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 |
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Ivonne Welch Insurance Agency, LLC
Registered in Washington
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Liberty Lake, WA Murrieta, CA | View Report | |
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Ivonne Welch Insurance Agency, LLC
Registered in California
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Murrieta, CA | View Report | |
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Ivonne Welch Insurance Agency, LLC
Registered in Idaho
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Coeur D'alene, ID Couer D Alene, ID (1 more) | View Report |