The Essex Agency, Inc.

Essex Junction, VT

Massachusetts

Registered In

12/20/2010

Incorp. Date

Foreign

Registration Type

Vermont

Foreign Jurisdiction

Company Summary

The Essex Agency, Inc. at 2 Railroad St, Essex Junction, Vt 05452 lists David B. Holton of Essex Junction, VT and Jennifer Handy as associates.

Registered In: Massachusetts
Incorporation Date: 12/20/2010
Registration Type: Foreign
Foreign Jurisdiction: Vermont
Company Type: Foreign Corporation
Status: Active
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Lindsay P. Holton Registered Agent	584 E 8TH ST UNIT 4, BOSTON, MA 02127
David B. Holton President	2 RAILROAD ST, ESSEX JUNCTION, VT 05452
Jennifer Handy Director
Michele Holton Director
David B. Holton Director	2 RAILROAD ST, ESSEX JUNCTION, VT 05452
John J. Handy Secretary	2 RAILROAD ST, ESSEX JUNCTION, VT 05452
David B. Holton TREASURER	2 RAILROAD ST, ESSEX JUNCTION, VT 05452

2 RAILROAD ST, ESSEX JUNCTION, VT 05452 View Map

Financial Information for The Essex Agency, Inc.

Form 5500

THE ESSEX AGENCY, INC.

P.O. Box 239, Essex Junction, Vt 05453 (802) 878-5334 EIN:03-0229768 Plan Admin:John J Handy

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTHE ESSEX AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY26 / 29 Assets BOY/EOY$3,632,040 / $4,022,501	2022	THE ESSEX AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #002	26 / 29	$3,632,040 / $4,022,501
2022	Plan NameTHE ESSEX AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #003 Participants BOY/EOY21 / 21 Assets BOY/EOY$0 / $0	2022	THE ESSEX AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #003	21 / 21	$0 / $0
2021	Plan NameTHE ESSEX AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY25 / 24 Assets BOY/EOY$3,933,476 / $3,632,040	2021	THE ESSEX AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #002	25 / 24	$3,933,476 / $3,632,040
2021	Plan NameTHE ESSEX AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #003 Participants BOY/EOY24 / 21 Assets BOY/EOY$0 / $0	2021	THE ESSEX AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #003	24 / 21	$0 / $0
2020	Plan NameTHE ESSEX AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY24 / 25 Assets BOY/EOY$2,875,361 / $3,933,476	2020	THE ESSEX AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #002	24 / 25	$2,875,361 / $3,933,476
2020	Plan NameTHE ESSEX AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #003 Participants BOY/EOY25 / 24 Assets BOY/EOY$0 / $0	2020	THE ESSEX AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #003	25 / 24	$0 / $0
2019	Plan NameTHE ESSEX AGENCY, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY22 / 24 Assets BOY/EOY$2,538,866 / $2,875,361	2019	THE ESSEX AGENCY, INC. 401(K) PROFIT SHARING PLAN - Plan #002	22 / 24	$2,538,866 / $2,875,361
2019	Plan NameTHE ESSEX AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #003 Participants BOY/EOY20 / 23 Assets BOY/EOY$0 / $0	2019	THE ESSEX AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #003	20 / 23	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

THE ESSEX AGENCY INC

2 Railroad Street Box 239, Essex Junction, Vt 05452-3110 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/09/2020	Approved$366,415 Forgiven$368,827 LenderTD Bank, National Association Jobs24	04/09/2020	$366,415	$368,827	TD Bank, National Association	24

PPP Loans based on Paycheck Protection Program.

Address Match:2 Railroad St Essex Junction, VT

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration

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