Benefit Experts Insurance Agency, Inc.
Oregon
Registered In
07/03/2018
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Benefit Experts Insurance Agency, Inc. at 228 Hamilton Ave FL 3, Palo Alto, Ca 94301 lists Serge Barbir and Mirjana Barbir of Palo Alto, CA as the associates.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- California
- Company Type
- Foreign Business Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Ingrid Greger
Registered Agent
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7607 SE 112TH AVE, PORTLAND, OR 97266
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Serge Barbir
President
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228 HAMILTON AVE FL 3, PALO ALTO, CA 94301
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Mirjana Barbir
Secretary
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228 HAMILTON AVE FL 3, PALO ALTO, CA 94301
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228 HAMILTON AVE FL 3, PALO ALTO, CA 94301
View Map
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Financial Information for Benefit Experts Insurance Agency, Inc.
Form 5500
BENEFIT EXPERTS INSURANCE AGENCY, INC.
228 Hamilton Avenue, 3rd Floor, Palo Alto, Ca 94301 (650) 251-4228 EIN:77-0534428 Plan Admin:Serge Barbir| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBENEFIT EXPERTS INSURANCE AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$792,979 / $1,217,798 | 2023 | BENEFIT EXPERTS INSURANCE AGENCY 401(K) PLAN - Plan #001 | 8 / 8 | $792,979 / $1,217,798 |
| 2022 | Plan NameBENEFIT EXPERTS INSURANCE AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$863,465 / $792,979 | 2022 | BENEFIT EXPERTS INSURANCE AGENCY 401(K) PLAN - Plan #001 | 6 / 8 | $863,465 / $792,979 |
| 2021 | Plan NameBENEFIT EXPERTS INSURANCE AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$665,194 / $863,465 | 2021 | BENEFIT EXPERTS INSURANCE AGENCY 401(K) PLAN - Plan #001 | 7 / 6 | $665,194 / $863,465 |
| 2020 | Plan NameBENEFIT EXPERTS INSURANCE AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$501,077 / $665,194 | 2020 | BENEFIT EXPERTS INSURANCE AGENCY 401(K) PLAN - Plan #001 | 7 / 7 | $501,077 / $665,194 |
| 2019 | Plan NameBENEFIT EXPERTS INSURANCE AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$338,550 / $501,077 | 2019 | BENEFIT EXPERTS INSURANCE AGENCY 401(K) PLAN - Plan #001 | 7 / 7 | $338,550 / $501,077 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
BENEFIT EXPERTS INSURANCE AGENCY, INC
228 Hamilton Ave 3rd floor, PALO ALTO, CA 94301 Industry:Offices of Lawyers| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$110,851 Forgiven$112,096 LenderHeritage Bank of Commerce Jobs8 | 04/15/2020 | $110,851 | $112,096 | Heritage Bank of Commerce | 8 |
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:
Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration
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