Clover Financial and Insurance Services, Inc.

Oregon
Registered In
11/20/2000
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Clover Financial and Insurance Services, Inc. at 701 N Haven Ave STE 280, Ontario, Ca 91764 lists James L Fisher of Ontario, CA as the associate.

Registered In
Oregon
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Business Corporation
Status
Inactive
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C T Corporation System Registered Agent
780 COMMERCIAL ST SE STE 100, SALEM, OR 97301 (Mailing)
James L Fisher President
701 N HAVEN AVE STE 280, ONTARIO, CA 91764
James L Fisher Secretary
701 N HAVEN AVE STE 280, ONTARIO, CA 91764
701 N HAVEN AVE STE 280, ONTARIO, CA 91764 View Map
500 W MADISON STE 2400, CHICAGO, IL 60661 (Mailing) View Map

Financial Information for Clover Financial and Insurance Services, Inc.

Form 5500

CLOVER FINANCIAL AND INSURANCE SERVICES, INC.

8885 Haven Ave STE 100, Rancho Cucamonga, Ca 91730 (909) 481-4000 EIN:95-3334741 Plan Admin:James L. Fisher
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2021 Plan NameTRINITY FINANCIAL PARTNERS PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY7 / 4 Assets BOY/EOY$911,403 / $789,345 2021 TRINITY FINANCIAL PARTNERS PROFIT SHARING 401(K) PLAN - Plan #001 7 / 4 $911,403 / $789,345
2021 Plan NameCLOVER FINANCIAL AND INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY3 / 0 Assets BOY/EOY$908,555 / $0 2021 CLOVER FINANCIAL AND INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN - Plan #002 3 / 0 $908,555 / $0
2020 Plan NameTRINITY FINANCIAL PARTNERS PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY10 / 7 Assets BOY/EOY$893,561 / $911,403 2020 TRINITY FINANCIAL PARTNERS PROFIT SHARING 401(K) PLAN - Plan #001 10 / 7 $893,561 / $911,403
2020 Plan NameCLOVER FINANCIAL AND INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$843,373 / $908,555 2020 CLOVER FINANCIAL AND INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN - Plan #002 3 / 3 $843,373 / $908,555
2019 Plan NameTRINITY FINANCIAL PARTNERS PROFIT SHARING 401(K) PLAN Plan #001 Participants BOY/EOY14 / 10 Assets BOY/EOY$916,723 / $893,561 2019 TRINITY FINANCIAL PARTNERS PROFIT SHARING 401(K) PLAN - Plan #001 14 / 10 $916,723 / $893,561
2019 Plan NameCLOVER FINANCIAL AND INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$712,871 / $843,373 2019 CLOVER FINANCIAL AND INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN - Plan #002 3 / 3 $712,871 / $843,373
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CLOVER FINANCIAL & INSURANCE SERVICES

8885 Haven Ave Ste 100, Rch Cucamonga, CA 91730-5198 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
02/09/2021 Approved$24,517 Forgiven$24,632 LenderU.S. Bank, National Association Jobs3 02/09/2021 $24,517 $24,632 U.S. Bank, National Association 3
06/01/2020 Approved$21,695 Forgiven$21,818 LenderU.S. Bank, National Association Jobs3 06/01/2020 $21,695 $21,818 U.S. Bank, National Association 3
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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