Citadel Insurance Services LLC

Pennsylvania

Registered In

09/14/2007

Incorp. Date

Foreign

Registration Type

Utah

Foreign Jurisdiction

Company Summary

Citadel Insurance Services LLC in Pennsylvania was registered on 09/14/2007. It is listed at Corporation Service Company.

Corporation Service Company View Map

Form 5500

2600 West Executive Parkway Suite 500, Lehi, Ut 84043 (801) 610-2702 EIN:20-8411049 Plan Admin:Jeff Hill

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCITADEL INSURANCE SERVICES, LC Plan #001 Participants BOY/EOY75 / 76 Assets BOY/EOY$4,325,748 / $4,374,040	2022	CITADEL INSURANCE SERVICES, LC - Plan #001	75 / 76	$4,325,748 / $4,374,040
2021	Plan NameCITADEL INSURANCE SERVICES, LC Plan #001 Participants BOY/EOY58 / 66 Assets BOY/EOY$2,965,887 / $4,325,748	2021	CITADEL INSURANCE SERVICES, LC - Plan #001	58 / 66	$2,965,887 / $4,325,748
2020	Plan NameCITADEL INSURANCE SERVICE RETIREMENT PLAN Plan #001 Participants BOY/EOY46 / 54 Assets BOY/EOY$2,236,184 / $2,965,887	2020	CITADEL INSURANCE SERVICE RETIREMENT PLAN - Plan #001	46 / 54	$2,236,184 / $2,965,887
2019	Plan NameCITADEL INSURANCE SERVICE RETIREMENT PLAN Plan #001 Participants BOY/EOY40 / 46 Assets BOY/EOY$1,597,285 / $2,236,184	2019	CITADEL INSURANCE SERVICE RETIREMENT PLAN - Plan #001	40 / 46	$1,597,285 / $2,236,184

Benefit & Retirement Plans based on Form 5500.

PPP Loans

826 East State Road Suite 100, AMERICAN FORK, UT 84003 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/16/2020	Approved$686,700 Forgiven$692,118 LenderZions Bank, A Division of Jobs45	04/16/2020	$686,700	$692,118	Zions Bank, A Division of	45

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Citadel Insurance Services LLC Registered in New York	Albany, NY	View Report
Citadel Insurance Services Lc (Dba Citadel Insurance Services, Llc) Registered in North Dakota	Bismarck, ND Lehi, UT	View Report
Citadel Insurance Services LLC Registered in Oregon	Lehi, UT Salem, OR (1 more)	View Report
Citadel Insurance Services LLC Registered in Arizona	American Fork, UT Phoenix, AZ (1 more)	View Report
Citadel Insurance Services LLC Registered in California	Lehi, UT Wilmington, DE (1 more)	View Report
Citadel Insurance Services, LLC Registered in North Dakota	American Fork, UT Lehi, UT	View Report
Citadel Insurance Services, LLC Registered in Massachusetts	Lehi, UT	View Report
Citadel Insurance Services LLC Registered in North Carolina	Lehi, UT Raleigh, NC	View Report
Citadel Insurance Services, LLC Registered in Alabama	American Fork, UT Montgomery, AL (1 more)	View Report
Citadel Insurance Services LLC Registered in Colorado	Lehi, UT Littleton, CO (1 more)	View Report
Citadel Insurance Services LLC Registered in New Hampshire	Lehi, UT	View Report
Citadel Insurance Services, LLC Registered in Mississippi	Lehi, UT	View Report
Citadel Insurance Services LLC Registered in Texas	Austin, TX Highland, UT	View Report
Citadel Insurance Services LLC Registered in Minnesota	Draper, UT Paul, MN	View Report
Citadel Insurance Services, LLC Registered in Florida	Lakeland, FL Tallahassee, FL	View Report

The following government agencies have contributed data:

Pennsylvania Department of State U.S. Department of Labor U.S. Small Business Administration

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