Yu Ins and Fin Svcs, Inc.

Ohio
Registered In
07/01/2013
Incorp. Date

Company Summary

Yu Ins and Fin Svcs, Inc. in Ohio lists Jonathan Yu as the associate.

Registered In
Ohio
Incorporation Date
Registration Type
Domestic
Company Type
Corporation for Profit
Status
A
Find Social Profiles
Search Other Resources
SEC | EDGAR Trellis.Law Recent News
Jonathan Yu Registered Agent
870 HIGH ST STE 203, WORTHINGTON, OH 43085
Jonathan Yu

Financial Information for Yu Ins and Fin Svcs, Inc.

Form 5500

YU INS AND FIN SVCS, INC.

1930 Crown Park Court Suite 140, Columbus, Oh 43235 (614) 885-9507 EIN:46-3038646 Plan Admin:Jonathan Yu
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameYU INS AND FIN SVCS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY13 / 15 Assets BOY/EOY$204,511 / $349,502 2023 YU INS AND FIN SVCS, INC. 401(K) PLAN - Plan #001 13 / 15 $204,511 / $349,502
2022 Plan NameYU INS AND FIN SVCS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$168,022 / $204,511 2022 YU INS AND FIN SVCS, INC. 401(K) PLAN - Plan #001 12 / 12 $168,022 / $204,511
2021 Plan NameYU INS AND FIN SVCS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$98,328 / $168,022 2021 YU INS AND FIN SVCS, INC. 401(K) PLAN - Plan #001 12 / 12 $98,328 / $168,022
2020 Plan NameYU INS AND FIN SVCS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 11 Assets BOY/EOY$62,288 / $98,328 2020 YU INS AND FIN SVCS, INC. 401(K) PLAN - Plan #001 8 / 11 $62,288 / $98,328
2019 Plan NameYU INS AND FIN SVCS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$43,058 / $62,288 2019 YU INS AND FIN SVCS, INC. 401(K) PLAN - Plan #001 7 / 6 $43,058 / $62,288
Benefit & Retirement Plans based on Form 5500.
PPP Loans

YU INS AND FIN SVCS, INC.

1930 Crown Park Ct STE 140, Columbus, Oh 43235 Industry:Insurance Agencies and Brokerages Race:Asian
Loan Date Approved Forgiven Lender Jobs
04/29/2020 Approved$84,027 Forgiven$84,901 LenderJPMorgan Chase Bank, National Association Jobs13 04/29/2020 $84,027 $84,901 JPMorgan Chase Bank, National Association 13
PPP Loans based on Paycheck Protection Program.
Person/City Match:Jonathan Yu - Worthington, OH
Yu Management Group, LLC Registered in Ohio
Worthington, OH View Report

The following government agencies have contributed data:

Ohio Secretary of State U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States