Bulfinch Group Insurance Agency, LLC

Registered In: Massachusetts
Incorporation Date: 01/27/2004
Registration Type: Domestic
Company Type: Domestic Limited Liability Company (Llc)
Status: Active
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Seth Medalie Registered Agent	160 GOULD ST STE 310, NEEDHAM, MA 02494
The Bulfinch Group Insurance Agency Manager	160 GOULD ST STE 310, NEEDHAM, MA 02494
Seth Medalie REAL PROPERTY
Seth Medalie SOC SIGNATORY

160 GOULD ST STE 310, NEEDHAM, MA 02494 View Map

Financial Information for Bulfinch Group Insurance Agency, LLC

Form 5500

BULFINCH GROUP INSURANCE AGENCY, LLC

160 Gould Street Suite 310, Needham, Ma 02494 (781) 449-4402 EIN:20-0456582 Plan Admin:Seth Medalie

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY57 / 63 Assets BOY/EOY$2,900,007 / $3,790,779	2023	BULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN - Plan #001	57 / 63	$2,900,007 / $3,790,779
2022	Plan NameBULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY53 / 56 Assets BOY/EOY$2,960,407 / $2,900,007	2022	BULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN - Plan #001	53 / 56	$2,960,407 / $2,900,007
2021	Plan NameBULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY52 / 51 Assets BOY/EOY$2,442,708 / $2,960,407	2021	BULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN - Plan #001	52 / 51	$2,442,708 / $2,960,407
2020	Plan NameBULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY50 / 52 Assets BOY/EOY$2,002,879 / $2,442,708	2020	BULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN - Plan #001	50 / 52	$2,002,879 / $2,442,708
2019	Plan NameBULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY38 / 36 Assets BOY/EOY$1,570,886 / $2,002,879	2019	BULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN - Plan #001	38 / 36	$1,570,886 / $2,002,879

Benefit & Retirement Plans based on Form 5500.

PPP Loans

BULFINCH GROUP INSURANCE AGENCY LLC

160 Gould St, Needham Heights, Ma 02494-2300 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/04/2020	Approved$604,700 Forgiven$608,093 LenderNeedham Bank Jobs51	04/04/2020	$604,700	$608,093	Needham Bank	51

PPP Loans based on Paycheck Protection Program.

Address Match:160 Gould St Ste 310 Needham, MA

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Bulfinch Group Insurance Agency, Inc., The Registered in Massachusetts	Needham, MA	View Report
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Person/City Match:Seth Medalie - Needham, MA

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Address Match:160 Gould St Needham, 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

Bulfinch Group Insurance Agency, LLC

Company Summary

Financial Information for Bulfinch Group Insurance Agency, LLC

BULFINCH GROUP INSURANCE AGENCY, LLC

BULFINCH GROUP INSURANCE AGENCY LLC