Daly Insurance Brokerage Services, LLC at 86 Summit Ave STE 303, Summit, Nj 07901 lists Bruce Donaldson as the associate.
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Registered Agent Solutions, Inc.
Registered Agent
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44 SCHOOL ST STE 505, BOSTON, MA 02108
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Bruce Donaldson
Manager
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
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| 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 |
| 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 |
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Daly Insurance Brokerage Services, LLC
Registered in New York
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Farmington, CT | View Report | |
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Daly Insurance Brokerage Services, LLC
Registered in Connecticut
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Rocky Hill, CT Southington, CT | View Report | |
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Daly Insurance Brokerage Services, LLC
Registered in Virginia
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Mechanicsville, VA Southington, CT (1 more) | View Report | |
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Daly Insurance Brokerage Services, LLC
Registered in Oregon
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Farmington, CT Southington, CT | View Report |
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Simplicity Financial Distributors Inc.
Registered in West Virginia
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Charleston, WV Summit, NJ | View Report | |
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Futurity First Insurance Agency Inc.
Registered in New Mexico
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Dover, DE Espanola, NM (1 more) | View Report | |
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Independent Planners Group, LLC
Registered in Massachusetts
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Summit, NJ Scottsdale, AZ | View Report | |
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Lenz Financial Group, Inc.
Registered in Oregon
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Portland, OR Summit, NJ | View Report | |
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Lone Beacon Media LLC
Registered in Florida
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Summit, NJ Lakewood Ranch, FL (1 more) | View Report | |
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Optima Diversified Insurance Agency, LLC
Registered in Massachusetts
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Summit, NJ Boston, MA (1 more) | View Report | |
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Producer Resources Inc.
Registered in Massachusetts
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Summit, NJ Downers Grove, IL | View Report | |
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Simplicity Financial Investment Services Inc.
Registered in California
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Austin, TX Summit, NJ | View Report | |
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The Sunderland Group of North Dakota, LTD.
Registered in Virginia
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Mechanicsville, VA Summit, NJ (1 more) | View Report | |
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Triton Brokerage Group, Inc.
Registered in Massachusetts
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Boston, MA Summit, NJ (1 more) | View Report | |
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Was Insurance, LLC
Registered in Massachusetts
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Summit, NJ Elkhorn, NE (2 more) | View Report | |
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Simplicity Financial Distributors Inc.
Registered in Utah
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Salt Lake City, UT Summit, NJ | View Report | |
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Simplicity Financial Distributors Inc.
Registered in Idaho
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Hartford, CT Summit, NJ | View Report | |
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Simplicity Financial Investment Services Inc.
Registered in Idaho
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Boise, ID Summit, NJ | View Report | |
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Simplicity Life Inc.
Registered in Idaho
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Hartford, CT Summit, NJ | View Report | |
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Insurmark, Inc.
Registered in North Carolina
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Raleigh, NC Summit, NJ | View Report | |
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Simplicity Financial Marketing Inc.
Registered in Utah
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Salt Lake City, UT Summit, NJ | View Report | |
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Insurmark, Inc.
Registered in New Hampshire
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Summit, NJ | View Report | |
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Simplicity Financial Investment Services Inc.
Registered in New Hampshire
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Concord, NH Summit, NJ | View Report | |
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Simplicity Life Inc.
Registered in New Hampshire
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Summit, NJ | View Report |