Presidio Exchange Insurance Supply Solutions, Inc.

Corporation Service Company Registered Agent	1127 BROADWAY ST NE STE 310, SALEM, OR 97301 (Mailing) (View Past Addresses)
Christopher Thorndike President	2890 N MAIN ST STE 302, WALNUT CREEK, CA 94597
Charles W Bates Secretary	149 CAPERTON AVE, PIEDMONT, CA 94611

2890 N MAIN ST STE 302, WALNUT CREEK, CA 94597 View Map

Form 5500

2890 N Main ST STE 302, Walnut Creek, Ca 94597 (925) 975-5900 EIN:01-0818631 Plan Admin:Charles Bates

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePRESIDIO EXCHANGE INSURANCE SUPPLY SOLUTIONS, INC. 401(K) PLAN PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY8 / 0 Assets BOY/EOY$1,606 / $0	2023	PRESIDIO EXCHANGE INSURANCE SUPPLY SOLUTIONS, INC. 401(K) PLAN PROFIT SHARING PLAN AND TRUST - Plan #001	8 / 0	$1,606 / $0
2022	Plan NamePRESIDIO EXCHANGE INSURANCE SUPPLY SOLUTIONS, INC. 401(K) PLAN PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY12 / 8 Assets BOY/EOY$434,861 / $1,606	2022	PRESIDIO EXCHANGE INSURANCE SUPPLY SOLUTIONS, INC. 401(K) PLAN PROFIT SHARING PLAN AND TRUST - Plan #001	12 / 8	$434,861 / $1,606
2021	Plan NamePRESIDIO EXCHANGE INSURANCE SUPPLY SOLUTIONS, INC. 401(K) PLAN PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY13 / 11 Assets BOY/EOY$804,798 / $434,861	2021	PRESIDIO EXCHANGE INSURANCE SUPPLY SOLUTIONS, INC. 401(K) PLAN PROFIT SHARING PLAN AND TRUST - Plan #001	13 / 11	$804,798 / $434,861
2020	Plan NamePRESIDIO EXCHANGE INSURANCE SUPPLY SOLUTIONS, INC. 401(K) PLAN PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY17 / 13 Assets BOY/EOY$1,235,630 / $804,797	2020	PRESIDIO EXCHANGE INSURANCE SUPPLY SOLUTIONS, INC. 401(K) PLAN PROFIT SHARING PLAN AND TRUST - Plan #001	17 / 13	$1,235,630 / $804,797

Benefit & Retirement Plans based on Form 5500.

Address Match:2890 N Main St Ste 302 Walnut Creek, CA

Demo Pros Registered in California	Walnut Creek, CA	View Report
Handy Neighbor Registered in California	Walnut Creek, CA	View Report
Northstar Risk Management & Insurance Services Incorporated Registered in Wyoming	Cheyenne, WY Walnut Creek, CA	View Report
Northstar Risk Management & Insurance Services Incorporated Registered in California	Piedmont, CA Walnut Creek, CA	View Report
Northstar Risk Management & Insurance Services, Inc. Registered in Oregon	Salem, OR Walnut Creek, CA	View Report
Northstar Risk Management & Insurance Service Incorporated Registered in Idaho	Piedmont, CA Walnut Creek, CA	View Report
Northstar Risk Management & Insurance Services, Inc. Registered in Colorado	Littleton, CO Walnut Creek, CA	View Report
Northstar Risk Management & Insurance Services Incorporated Registered in Maine	Augusta, ME Walnut Creek, CA	View Report
Northstar Risk Management & Insurance Services, Incorporated Registered in Massachusetts	Piedmont, CA Walnut Creek, CA	View Report
Northstar Risk Management & Insurance Services, Inc. Registered in Arizona	Phoenix, AZ Walnut Creek, CA	View Report
Kevin O. Mitchell, Inc. Registered in California	Walnut Creek, CA	View Report

Address Match:2890 N Main St Walnut Creek, CA

Absolute Trust Counsel Pc Registered in California	Walnut Creek, CA	View Report
Keranco, LLC Registered in California	Walnut Creek, CA	View Report
Louis and Flori Petri Foundation Registered in California	Walnut Creek, CA	View Report
New Key Construction Registered in California	Sacramento, CA Walnut Creek, CA	View Report
Oak Wealth Management, LLC Registered in California	Walnut Creek, CA	View Report
Parkside Apartments Registered in California	Mill Valley, CA (2 more)	View Report
Western Anesthesia Chairpersons Organization Inc. Registered in California	El Cajon, CA Walnut Creek, CA	View Report
Winterlink, Inc. Registered in California	Walnut Creek, CA	View Report
Pmg Mortgage, Inc. Registered in Oregon	Walnut Creek, CA	View Report
Creative Marketing, Inc. Registered in California	Walnut Creek, CA	View Report
Law Offices of Dave M. Mcgraw, a Professional Corporation Registered in California	Walnut Creek, CA	View Report
Arnew Foundation Registered in California	Walnut Creek, CA	View Report
Home Service Network Incorporated Registered in California	Walnut Creek, CA	View Report
Mortgage Planners & Funding, Inc. Registered in California	Walnut Creek, CA	View Report
Preferred Homeowner Insurance Services Registered in California	Walnut Creek, CA Orinda, CA	View Report
Roseville Properties, Inc. Registered in California	Walnut Creek, CA	View Report

Related Business Names:

Presidio Exchange Insurance Supply Solutions, Inc. Registered in California	Walnut Creek, CA Sacramento, CA		View Report

Person/City Match:Christopher Thorndike - Walnut Creek, CA

Northstar Risk Management & Insurance Services Incorporated Registered in Michigan	Walnut Creek, CA	View Report
Northstar Risk Management & Insurance Services Incorporated Registered in North Carolina	Raleigh, NC Walnut Creek, CA	View Report
Northstar Risk Management & Insurance Services Incorporated Registered in Missouri	Jefferson City, MO Walnut Creek, CA	View Report
Northstar Risk Management & Insurance Services, Incorporated Registered in Texas	Piedmont, CA Walnut Creek, CA	View Report
Northstar Risk Management & Insurance Services, Inc. Registered in Florida	Walnut Creek, CA	View Report
Northstar Risk Management & Insurance Services, Incorporated Registered in Nevada	Piedmont, CA	View Report

Person/City Match:Charles W Bates - Piedmont, CA

Northstar Risk Management & Insurance Services, Incorporated Registered in New York	Piedmont, CA	View Report
Northstar Risk Management & Insurance Services, Inc. Registered in Washington	Piedmont, CA Walnut Creek, CA	View Report
Northstar Risk Management & Insurance Services Incorporated Registered in Connecticut	Hartford, CT	View Report

The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor

Company Summary