Daly Insurance Brokerage Services, LLC

Massachusetts
Registered In
07/14/2021
Incorp. Date
Foreign
Registration Type
Connecticut
Foreign Jurisdiction

Company Summary

Daly Insurance Brokerage Services, LLC at 86 Summit Ave STE 303, Summit, Nj 07901 lists Bruce Donaldson as the associate.

Registered In
Massachusetts
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Connecticut
Company Type
Foreign Limited Liability Company (Llc)
Status
Active
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Registered Agent Solutions, Inc. Registered Agent
44 SCHOOL ST STE 505, BOSTON, MA 02108
Bruce Donaldson Manager
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901 View Map
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Financial Information for Daly Insurance Brokerage Services, LLC

Form 5500

DALY INSURANCE BROKERAGE SERVICES, LLC

200 Executive Blvd., Suite 4j, Southington, Ct 06489 (860) 677-5707 EIN:06-1501404 Plan Admin:Kelly Daly
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameDALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 0 Assets BOY/EOY$3,433,205 / $0 2023 DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN - Plan #001 13 / 0 $3,433,205 / $0
2022 Plan NameDALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$3,851,758 / $3,433,205 2022 DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN - Plan #001 13 / 14 $3,851,758 / $3,433,205
2021 Plan NameDALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$3,327,132 / $3,851,758 2021 DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN - Plan #001 13 / 13 $3,327,132 / $3,851,758
2020 Plan NameDALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$2,801,808 / $3,327,132 2020 DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN - Plan #001 13 / 13 $2,801,808 / $3,327,132
2019 Plan NameDALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$2,253,688 / $2,801,808 2019 DALY INSURANCE BROKERAGE SERVICES, LLC 401(K) PLAN - Plan #001 13 / 13 $2,253,688 / $2,801,808
Benefit & Retirement Plans based on Form 5500.
PPP Loans

DALY INSURANCE BROKERAGE SERVICES, LLC

231 Farmington Avenue, Farmington,, CT 06032 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
04/30/2020 Approved$215,105 Forgiven$217,044 LenderSantander Bank, National Association Jobs13 04/30/2020 $215,105 $217,044 Santander Bank, National Association 13
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
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