O'brien Insurance Services, Inc.

San Rafael, CA

Massachusetts

Registered In

11/18/2022

Incorp. Date

Foreign

Registration Type

California

Foreign Jurisdiction

Company Summary

O'brien Insurance Services, Inc. at 454 Las Gallinas Ave, San Rafael, Ca 94903 lists Kay Isola and Sean O'brien as the associates.

Registered In: Massachusetts
Incorporation Date: 11/18/2022
Registration Type: Foreign
Foreign Jurisdiction: California
Company Type: Foreign Corporation
Status: Active
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Corporation Service Company Registered Agent	84 STATE ST, BOSTON, MA 02109
Kay Isola Vice President
Sean O'brien Secretary
Sean O'brien TREASURER

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454 LAS GALLINAS AVE, SAN RAFAEL, CA 94903 View Map

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Financial Information for O'brien Insurance Services, Inc.

Form 5500

O'BRIEN INSURANCE SERVICES, INC.

454 Las Gallinas Ave, Suite 179, San Rafael, Ca 94903 (415) 506-3030 EIN:02-0717210 Plan Admin:Sean P. Obrien

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTHE DOCTORS' INSURANCE AGENCY RETIREMENT PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$2,529,229 / $2,313,746	2022	THE DOCTORS' INSURANCE AGENCY RETIREMENT PLAN - Plan #001	10 / 10	$2,529,229 / $2,313,746
2021	Plan NameTHE DOCTORS' INSURANCE AGENCY RETIREMENT PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$2,092,257 / $2,529,229	2021	THE DOCTORS' INSURANCE AGENCY RETIREMENT PLAN - Plan #001	10 / 10	$2,092,257 / $2,529,229
2020	Plan NameTHE DOCTORS' INSURANCE AGENCY RETIREMENT PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,866,459 / $2,092,257	2020	THE DOCTORS' INSURANCE AGENCY RETIREMENT PLAN - Plan #001	10 / 10	$1,866,459 / $2,092,257
2019	Plan NameTHE DOCTORS' INSURANCE AGENCY RETIREMENT PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$1,492,864 / $1,866,459	2019	THE DOCTORS' INSURANCE AGENCY RETIREMENT PLAN - Plan #001	11 / 10	$1,492,864 / $1,866,459

Benefit & Retirement Plans based on Form 5500.

PPP Loans

OBRIEN INSURANCE SERVICES INC

454 Las Gallinas Ave Suite 179, San Rafael, CA 94903 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/27/2020	Approved$181,932 Forgiven$182,969 LenderWestamerica Bank Jobs10	04/27/2020	$181,932	$182,969	Westamerica Bank	10

PPP Loans based on Paycheck Protection Program.

Address Match:454 Las Gallinas Ave San Rafael, CA

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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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