Cogswell Insurance Agency LLC

Registered In: Idaho
Incorporation Date: 05/07/2012
Registration Type: Foreign
Foreign Jurisdiction: Montana
Company Type: Foreign Limited Liability Company
Status: Active-Existing
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Registered Agent Solutions, Inc. Commercial Registered Agent	1555 W SHORELINE DR STE 100, BOISE, ID 83702
Jeffrey M. Holmes Manager	234 LAFAYETTE RD, HAMPTON, NH 03842
Matthew P. Masiello Manager	234 LAFAYETTE RD, HAMPTON, NH 03842
Philip T. Evans Manager	234 LAFAYETTE RD, HAMPTON, NH 03842

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PO BOX 2009, GREAT FALLS, MT 59403 View Map
800 9TH ST S, GREAT FALLS, MT 59405 (Mailing) View Map

Financial Information for Cogswell Insurance Agency LLC

Form 5500

COGSWELL INSURANCE AGENCY LLC

800 9th Street South P.O. Box 2009, Great Falls, Mt 59403 (406) 761-5000 EIN:80-0772717 Plan Admin:Philip T Evans

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCOGSWELL INSURANCE AGENCY LLC SAFE HARBOR 401K PLAN Plan #001 Participants BOY/EOY16 / 0 Assets BOY/EOY$643,121 / $0	2023	COGSWELL INSURANCE AGENCY LLC SAFE HARBOR 401K PLAN - Plan #001	16 / 0	$643,121 / $0
2022	Plan NameCOGSWELL INSURANCE AGENCY LLC SAFE HARBOR 401K PLAN Plan #001 Participants BOY/EOY17 / 15 Assets BOY/EOY$1,733,514 / $643,121	2022	COGSWELL INSURANCE AGENCY LLC SAFE HARBOR 401K PLAN - Plan #001	17 / 15	$1,733,514 / $643,121
2021	Plan NameCOGSWELL INSURANCE AGENCY LLC SAFE HARBOR 401K PLAN Plan #001 Participants BOY/EOY16 / 15 Assets BOY/EOY$1,531,465 / $1,733,514	2021	COGSWELL INSURANCE AGENCY LLC SAFE HARBOR 401K PLAN - Plan #001	16 / 15	$1,531,465 / $1,733,514
2020	Plan NameCOGSWELL INSURANCE AGENCY LLC SAFE HARBOR 401K PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$1,375,903 / $1,531,465	2020	COGSWELL INSURANCE AGENCY LLC SAFE HARBOR 401K PLAN - Plan #001	16 / 16	$1,375,903 / $1,531,465
2019	Plan NameCOGSWELL INSURANCE AGENCY LLC SAFE HARBOR 401K PLAN Plan #001 Participants BOY/EOY17 / 16 Assets BOY/EOY$1,048,476 / $1,375,903	2019	COGSWELL INSURANCE AGENCY LLC SAFE HARBOR 401K PLAN - Plan #001	17 / 16	$1,048,476 / $1,375,903

Benefit & Retirement Plans based on Form 5500.

PPP Loans

COGSWELL INSURANCE AGENCY LLC

800 ninth Street south, GREAT FALLS, MT 59403-2136 Industry:Insurance Agencies and Brokerages Race:White

Loan Date	Approved	Forgiven	Lender	Jobs
04/03/2020	Approved$211,500 Forgiven$212,694 LenderStockman Bank of Montana Jobs16	04/03/2020	$211,500	$212,694	Stockman Bank of Montana	16

PPP Loans based on Paycheck Protection Program.

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Address Match:800 9th St S Great Falls, MT

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Person/City Match:Jeffrey M Holmes - Hampton, NH

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Person/City Match:Matthew P Masiello - Hampton, NH

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Person/City Match:Philip T Evans - Hampton, NH

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The following government agencies have contributed data:

Idaho Secretary of State's Office U.S. Department of Labor U.S. Small Business Administration

Cogswell Insurance Agency LLC

Company Summary

Financial Information for Cogswell Insurance Agency LLC

COGSWELL INSURANCE AGENCY LLC

COGSWELL INSURANCE AGENCY LLC