Bernard M. Sullivan Insurance Agency, Inc.

Jeremiah T Lewis Registered Agent	12 MARKET ST, IPSWICH, MA 01938
Jeremiah T Lewis President	1 READY MARSH WAY, IPSWICH, MA 01938
Jeremiah T Lewis Director	1 READY MARSH WAY, IPSWICH, MA 01938
Jeremiah T Lewis Secretary	1 READY MARSH WAY, IPSWICH, MA 01938
Jeremiah T Lewis TREASURER	1 READY MARSH WAY, IPSWICH, MA 01938

12 MARKET ST, IPSWICH, MA 01938 View Map

Form 5500

12 Market Street PO Box 568, Ipswich, Ma 01938 (978) 356-5511 EIN:04-2772586 Plan Admin:Compass 360

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBERNARD M. SULLIVAN INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,054,916 / $1,384,055	2023	BERNARD M. SULLIVAN INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001	12 / 12	$1,054,916 / $1,384,055
2022	Plan NameBERNARD M. SULLIVAN INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,406,419 / $1,054,916	2022	BERNARD M. SULLIVAN INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001	12 / 12	$1,406,419 / $1,054,916
2021	Plan NameBERNARD M. SULLIVAN INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$1,179,474 / $1,406,419	2021	BERNARD M. SULLIVAN INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001	12 / 13	$1,179,474 / $1,406,419
2020	Plan NameBERNARD M. SULLIVAN INSURANCE AGENCY INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 11 Assets BOY/EOY$963,959 / $1,179,474	2020	BERNARD M. SULLIVAN INSURANCE AGENCY INC. PROFIT SHARING PLAN - Plan #001	13 / 11	$963,959 / $1,179,474

Benefit & Retirement Plans based on Form 5500.

PPP Loans

12 Market Street, IPSWICH, MA 01938-2213 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/10/2020	Approved$112,500 Forgiven$113,125 LenderInstitution for Savings In Newburyport and its Vicinity Jobs10	04/10/2020	$112,500	$113,125	Institution for Savings In Newburyport and its Vicinity	10

PPP Loans based on Paycheck Protection Program.

Address Match:12 Market St Ipswich, MA

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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