Stern Agency Inc.

Registered In: Massachusetts
Incorporation Date: 05/11/2015
Registration Type: Foreign
Foreign Jurisdiction: New York
Company Type: Foreign Corporation
Status: Inactive
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Marc Stern Registered Agent	8 WESCOTT RD, ANDOVER, MA 01810
Marc Stern President
Marc Dana Stern President	91 BLUEBERRY, WOODCLIFF LAKE, NJ

254 S MAIN ST # 308, NEW CITY, NY 10956 View Map

Financial Information for Stern Agency Inc.

Form 5500

STERN AGENCY, INC.

254 South Main Street, New City, Ny 10956 (845) 354-8000 EIN:13-3461137 Plan Admin:Jason Stern

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSTERN AGENCY, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY27 / 28 Assets BOY/EOY$10,314,984 / $8,249,035	2022	STERN AGENCY, INC. PROFIT SHARING PLAN - Plan #001	27 / 28	$10,314,984 / $8,249,035
2022	Plan NameSTERN AGENCY, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY22 / 22 Assets BOY/EOY$1,821,916 / $1,900,622	2022	STERN AGENCY, INC. CASH BALANCE PLAN - Plan #002	22 / 22	$1,821,916 / $1,900,622
2021	Plan NameSTERN AGENCY, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 25 Assets BOY/EOY$8,621,381 / $10,314,984	2021	STERN AGENCY, INC. PROFIT SHARING PLAN - Plan #001	25 / 25	$8,621,381 / $10,314,984
2021	Plan NameSTERN AGENCY, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY23 / 20 Assets BOY/EOY$1,770,978 / $1,821,916	2021	STERN AGENCY, INC. CASH BALANCE PLAN - Plan #002	23 / 20	$1,770,978 / $1,821,916
2020	Plan NameSTERN AGENCY, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY21 / 23 Assets BOY/EOY$6,811,814 / $8,621,381	2020	STERN AGENCY, INC. PROFIT SHARING PLAN - Plan #001	21 / 23	$6,811,814 / $8,621,381
2020	Plan NameSTERN AGENCY, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY19 / 18 Assets BOY/EOY$0 / $0	2020	STERN AGENCY, INC. CASH BALANCE PLAN - Plan #002	19 / 18	$0 / $0
2019	Plan NameSTERN AGENCY, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 19 Assets BOY/EOY$5,159,565 / $6,811,814	2019	STERN AGENCY, INC. PROFIT SHARING PLAN - Plan #001	20 / 19	$5,159,565 / $6,811,814
2019	Plan NameSTERN AGENCY, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY14 / 14 Assets BOY/EOY$0 / $0	2019	STERN AGENCY, INC. CASH BALANCE PLAN - Plan #002	14 / 14	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

STERN AGENCY INC

254 S Main St Ste 308, New City, NY 10956-3388 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
03/02/2021	Approved$332,123 Forgiven$334,318 LenderOrange Bank & Trust Company Jobs24	03/02/2021	$332,123	$334,318	Orange Bank & Trust Company	24
04/14/2020	Approved$317,517 Forgiven$320,780 LenderOrange Bank & Trust Company Jobs20	04/14/2020	$317,517	$320,780	Orange Bank & Trust Company	20

PPP Loans based on Paycheck Protection Program.

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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

Company Summary

Financial Information for Stern Agency Inc.

STERN AGENCY, INC.

STERN AGENCY INC