Consultative Insurance Group

Ohio
Registered In
10/07/2021
Incorp. Date

Company Summary

Consultative Insurance Group in Ohio was registered on 10/07/2021. The status for this business is listed as a.

Overview

Registered In
Ohio
Incorporation Date
Company Type
Registered Trade Name
Status
A
Registration Type
Domestic
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Relation Insurance Services Select, Inc. Registered Agent
9225 INDIAN CREEK PKWY STE 700, OVERLAND PARK, KS 66210

Financials

Financial Information for Consultative Insurance Group

Form 5500

CONSULTATIVE INSURANCE GROUP, INC.

25800 N. Depot Street, Suite 200, Olmsted Fall, Oh 44138 (440) 234-0305 EIN:27-3989886 Plan Admin:Vickie Mcdonald
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2021 Plan NameCONSULTATIVE INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY22 / 0 Assets BOY/EOY$1,828,414 / $0 2021 CONSULTATIVE INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 22 / 0 $1,828,414 / $0
2020 Plan NameCONSULTATIVE INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY23 / 22 Assets BOY/EOY$1,551,444 / $1,828,414 2020 CONSULTATIVE INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 23 / 22 $1,551,444 / $1,828,414
2019 Plan NameCONSULTATIVE INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 23 Assets BOY/EOY$1,123,172 / $1,551,444 2019 CONSULTATIVE INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 25 / 23 $1,123,172 / $1,551,444
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CONSULTATIVE INSURANCE GROUP INC

25800 Depot St, Olmsted Falls, Oh 44138-1659 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
04/04/2020 Approved$285,770 Forgiven$288,565 LenderWestfield Bank, FSB Jobs26 04/04/2020 $285,770 $288,565 Westfield Bank, FSB 26
PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:
Houston, TX View Report

Sources

The following government agencies have contributed data:

• Ohio Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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