Commercial West Legacy, Inc.

Ct Corporation System Registered Agent

1108 E SOUTH UNION AVE, MIDVALE, UT 84047

2152 S VINEYARD STE 107, MESA, AZ 85210 View Map

Form 5500

2152 S. Vineyard, Suite 107, Mesa, Az 85210 (480) 961-5400 EIN:20-3994274 Plan Admin:Jeffery Steed

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCOMMERCIAL WEST LEGACY, INC. 401K PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$1,386,058 / $1,951,633	2023	COMMERCIAL WEST LEGACY, INC. 401K PLAN - Plan #001	12 / 14	$1,386,058 / $1,951,633
2022	Plan NameCOMMERCIAL WEST LEGACY, INC. 401K PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$1,683,448 / $1,386,058	2022	COMMERCIAL WEST LEGACY, INC. 401K PLAN - Plan #001	13 / 12	$1,683,448 / $1,386,058
2021	Plan NameCOMMERCIAL WEST LEGACY, INC. 401K PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$1,286,284 / $1,683,448	2021	COMMERCIAL WEST LEGACY, INC. 401K PLAN - Plan #001	12 / 13	$1,286,284 / $1,683,448
2020	Plan NameCOMMERCIAL WEST LEGACY, INC. 401K PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$936,373 / $1,286,284	2020	COMMERCIAL WEST LEGACY, INC. 401K PLAN - Plan #001	12 / 12	$936,373 / $1,286,284
2019	Plan NameCOMMERCIAL WEST LEGACY, INC. 401K PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$664,889 / $936,373	2019	COMMERCIAL WEST LEGACY, INC. 401K PLAN - Plan #001	11 / 12	$664,889 / $936,373

Benefit & Retirement Plans based on Form 5500.

PPP Loans

2152 S Vineyard Ste 107, Mesa, AZ 85210-6881 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
02/05/2021	Approved$150,000 Forgiven$150,542 LenderLake Forest Bank & Trust Company, National Association Jobs10	02/05/2021	$150,000	$150,542	Lake Forest Bank & Trust Company, National Association	10
05/01/2020	Approved$121,983 Forgiven$122,591 LenderBank of America, National Association Jobs11	05/01/2020	$121,983	$122,591	Bank of America, National Association	11

PPP Loans based on Paycheck Protection Program.

Address Match:2152 S Vineyard Ste 107 Mesa, AZ

2030 LLC Registered in Arizona	Mesa, AZ	View Report
Commercial West Legacy, Inc. Registered in New Mexico	Espanola, NM Mesa, AZ	View Report
Commercial West Legacy, Inc. Registered in California	Mesa, AZ	View Report
Commercial West Legacy, Inc. Registered in Oregon	Mesa, AZ Salem, OR	View Report
Commercial West Legacy, Inc. Registered in Arizona	Mesa, AZ Phoenix, AZ	View Report
Cwi Insurance Registered in Utah	Mesa, AZ Midvale, UT	View Report
Commercial West Legacy, Inc. Registered in Idaho	Mesa, AZ	View Report
Commercial West Legacy, Inc. Registered in Colorado	Mesa, AZ Centennial, CO	View Report
Cwi Insurance Registered in Idaho	Mesa, AZ	View Report
Commercial West Legacy, Inc. Registered in Idaho	Mesa, AZ Gilbert, AZ	View Report

Related Business Names:

Commercial West Legacy, Inc. Registered in Ohio	Gilbert, AZ Columbus, OH	View Report
Commercial West Legacy, Inc. Registered in Nevada	Gilbert, AZ Mesa, AZ	View Report
Commercial West Legacy, Inc. Registered in Texas	Kerrville, TX Mesa, AZ	View Report
Commercial West Legacy, Inc. Registered in Oklahoma	Gilbert, AZ Oklahoma City, OK	View Report

Address Match:2152 S Vineyard Mesa, AZ

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The following government agencies have contributed data:

Utah Division of Corporations and Commercial Code U.S. Department of Labor U.S. Small Business Administration

Company Summary