Melita-Mcdonald Insurance Services, Inc.
Utah
Registered In
07/27/2022
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Melita-Mcdonald Insurance Services, Inc. at 75 E Santa Clara ST STE 1200, San Jose, Ca 95113 lists Casey Truman of Orem, UT.
Overview
Registered In
Utah
Incorporation Date
Company Type
Corporation - Foreign - Profit
Status
Active - Current
Registration Type
Foreign
Foreign Jurisdiction
California
Search Other Resources
People
|
Casey Truman
Registered Agent
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1084 W 40 S, OREM, UT 84058
|
Map & Locations
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75 E SANTA CLARA ST STE 1200, SAN JOSE, CA 95113
View Map
|
Financials
Financial Information for Melita-Mcdonald Insurance Services, Inc.
Form 5500
MELITA-MCDONALD INSURANCE SERVICES, INC.
75 E Santa Clara Street, STE 1200, San Jose, Ca 95113 (408) 882-0800 EIN:77-0421481 Plan Admin:Paul Mifsud| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMELITA-MCDONALD INSURANCE SERVICES, INC. 401(K) PLAN Plan #002 Participants BOY/EOY50 / 44 Assets BOY/EOY$3,800,070 / $5,380,148 | 2023 | MELITA-MCDONALD INSURANCE SERVICES, INC. 401(K) PLAN - Plan #002 | 50 / 44 | $3,800,070 / $5,380,148 |
| 2022 | Plan NameMELITA-MCDONALD INSURANCE SERVICES, INC. 401(K) PLAN Plan #002 Participants BOY/EOY41 / 50 Assets BOY/EOY$5,172,862 / $3,800,070 | 2022 | MELITA-MCDONALD INSURANCE SERVICES, INC. 401(K) PLAN - Plan #002 | 41 / 50 | $5,172,862 / $3,800,070 |
| 2021 | Plan NameMELITA-MCDONALD INSURANCE SERVICES, INC. 401(K) PLAN Plan #002 Participants BOY/EOY38 / 41 Assets BOY/EOY$5,145,257 / $5,172,862 | 2021 | MELITA-MCDONALD INSURANCE SERVICES, INC. 401(K) PLAN - Plan #002 | 38 / 41 | $5,145,257 / $5,172,862 |
| 2020 | Plan NameMELITA-MCDONALD INSURANCE SERVICES, INC. 401(K) PLAN Plan #002 Participants BOY/EOY35 / 38 Assets BOY/EOY$4,007,123 / $5,145,257 | 2020 | MELITA-MCDONALD INSURANCE SERVICES, INC. 401(K) PLAN - Plan #002 | 35 / 38 | $4,007,123 / $5,145,257 |
| 2019 | Plan NameMELITA-MCDONALD INSURANCE SERVICES, INC. 401(K) PLAN Plan #002 Participants BOY/EOY33 / 34 Assets BOY/EOY$2,846,309 / $4,007,123 | 2019 | MELITA-MCDONALD INSURANCE SERVICES, INC. 401(K) PLAN - Plan #002 | 33 / 34 | $2,846,309 / $4,007,123 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MELITA-MCDONALD INSURANCE SERVICES, INC.
75 E Santa Clara St Suite 1200, SAN JOSE, CA 95113-1823 Industry:Insurance Agencies and Brokerages Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/09/2020 | Approved$614,200 Forgiven$617,757 LenderFirst Financial Bank Jobs28 | 04/09/2020 | $614,200 | $617,757 | First Financial Bank | 28 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:75 E Santa Clara St Ste 1200 San Jose, CA
|
Melita-Mcdonald Insurance Services, Inc.
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|
San Jose, CA | View Report | |
|
Melita-Mcdonald Insurance Services, Inc.
Registered in North Carolina
|
Greensboro, NC San Jose, CA | View Report |
Address Match:75 E Santa Clara St San Jose, CA
|
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Sources
The following government agencies have contributed data:
• Utah Division of Corporations and Commercial Code • U.S. Department of Labor • U.S. Small Business Administration
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