Whalen Insurance Agency, Inc.

Corporation Service Company Registered Agent	84 STATE ST, BOSTON, MA 02109
Peter J. Whalen President	35 NORFOLK AVE, NORTHAMPTON, MA 01060
Peter J. Whalen Director	35 NORFOLK AVE, NORTHAMPTON, MA 01060
Peter J. Whalen Secretary	35 NORFOLK AVE, NORTHAMPTON, MA 01060
Peter J. Whalen TREASURER	35 NORFOLK AVE, NORTHAMPTON, MA 01060

71 KING ST UNIT A, NORTHAMPTON, MA 01060 View Map

Form 5500

71 King Street, Northampton, Ma 01060 (413) 586-1000 EIN:04-2761601 Plan Admin:Peter Whalen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY12 / 11 Assets BOY/EOY$1,106,481 / $1,190,019	2023	WHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #002	12 / 11	$1,106,481 / $1,190,019
2022	Plan NameWHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,082,104 / $1,106,481	2022	WHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #002	11 / 11	$1,082,104 / $1,106,481
2021	Plan NameWHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,184,799 / $1,082,104	2021	WHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #002	11 / 11	$1,184,799 / $1,082,104
2020	Plan NameWHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY10 / 11 Assets BOY/EOY$1,065,458 / $1,184,799	2020	WHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #002	10 / 11	$1,065,458 / $1,184,799
2019	Plan NameWHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY11 / 10 Assets BOY/EOY$1,065,723 / $1,065,458	2019	WHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #002	11 / 10	$1,065,723 / $1,065,458

Benefit & Retirement Plans based on Form 5500.

PPP Loans

71 King St, Northampton, Ma 01060-3275 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$95,700 Forgiven$96,383 LenderMonson Savings Bank Jobs11	04/14/2020	$95,700	$96,383	Monson Savings Bank	11

PPP Loans based on Paycheck Protection Program.

Address Match:71 King St Unit a Northampton, MA

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Address Match:71 King St Northampton, MA

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Related Business Names:

Whalen Insurance Agency, Inc. Registered in New York	Massena, NY	View Report
Whalen Insurance Agency, Inc. Registered in Ohio	Dublin, OH	View Report
Whalen Insurance Agency, Inc. Registered in Minnesota	Stillwater, MN	View Report
Whalen & Callif Insurance Agency, Inc. Registered in Ohio	Ohio	View Report
Whalen-Leavitt Insurance Agency, Inc. Registered in Nevada	Las Vegas, NV	View Report
Whalen Insurance Agency, Inc. Registered in Alabama		View Report
Goggins & Whalen Insurance Agency, Inc. Registered in Washington	Seattle, WA	View Report
Whalen & Whalen Insurance Agency, Inc. Registered in California	Carlsbad, CA	View Report

Person/City Match:Peter J Whalen - Northampton, MA

Pjw Insurance Agency Registered in New York	Albany, NY		View Report
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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