Abd Insurance and Financial Services

Massachusetts
Registered In
05/22/2002
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Abd Insurance and Financial Services in Redwood City, CA lists Samuel Lloyd Jones III of Santa Rosa, CA and Michael F Mccloskey of Lafayette, CA

Registered In
Massachusetts
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Corporation
Status
Inactive
Find Social Profiles
Search Other Resources
SEC | EDGAR Trellis.Law Recent News
C T Corporation System Registered Agent
155 FEDERAL ST STE 700, BOSTON, MA 02110
Samuel Lloyd Jones III President
300 SHILOH VALLEY CT, SANTA ROSA, CA 95403
Michael F Mccloskey CFO
3300 AMENO DR, LAFAYETTE, CA 94549
Bruce M Basso Director
37 EUCLID AVE, ATHERTON, CA 94027
Samuel L Jones III Director
300 SHILOH VALLEY CT, SANTA ROSA, CA 95403
Frederick J Degrosz TREASURER
618 MANZANITA WAY, WOODSIDE, CA 94062
305 WALNUT ST., MS E-10, REDWOOD CITY, CA 94063 View Map

Financial Information for Abd Insurance and Financial Services

Form 5500

ABD INSURANCE AND FINANCIAL SERVICES, INC.

777 Mariners Island Boulevard Suite 250, San Mateo, Ca 94404 (650) 488-8565 EIN:27-0673528 Plan Admin:Paige Maisonet
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameNEWFRONT INSURANCE SERVICES HEALTH & WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY822 / 0 Assets BOY/EOY$0 / $0 2023 NEWFRONT INSURANCE SERVICES HEALTH & WELFARE BENEFIT PLAN - Plan #501 822 / 0 $0 / $0
2022 Plan NameABD INSURANCE AND FINANCIAL SERVICES Plan #501 Participants BOY/EOY430 / 0 Assets BOY/EOY$0 / $0 2022 ABD INSURANCE AND FINANCIAL SERVICES - Plan #501 430 / 0 $0 / $0
2021 Plan NameABD INSURANCE & FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY416 / 556 Assets BOY/EOY$48,064,124 / $60,395,425 2021 ABD INSURANCE & FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 416 / 556 $48,064,124 / $60,395,425
2021 Plan NameABD INSURANCE AND FINANCIAL SERVICES Plan #501 Participants BOY/EOY369 / 0 Assets BOY/EOY$0 / $0 2021 ABD INSURANCE AND FINANCIAL SERVICES - Plan #501 369 / 0 $0 / $0
2020 Plan NameABD INSURANCE & FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY396 / 416 Assets BOY/EOY$35,434,952 / $48,064,124 2020 ABD INSURANCE & FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 396 / 416 $35,434,952 / $48,064,124
2020 Plan NameABD INSURANCE AND FINANCIAL SERVICES Plan #501 Participants BOY/EOY291 / 0 Assets BOY/EOY$0 / $0 2020 ABD INSURANCE AND FINANCIAL SERVICES - Plan #501 291 / 0 $0 / $0
2019 Plan NameABD INSURANCE & FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY314 / 396 Assets BOY/EOY$24,024,174 / $35,434,952 2019 ABD INSURANCE & FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 314 / 396 $24,024,174 / $35,434,952
2019 Plan NameABD INSURANCE AND FINANCIAL SERVICES Plan #501 Participants BOY/EOY292 / 0 Assets BOY/EOY$0 / $0 2019 ABD INSURANCE AND FINANCIAL SERVICES - Plan #501 292 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
San Mateo, CA View Report
San Mateo, CA View Report
Dover, DE Phoenix, AZ (1 more) View Report
Abd Insurance and Financial Services, Inc. Registered in Pennsylvania
San Mateo, CA View Report
Dover, DE San Mateo, CA (1 more) View Report
Abd Insurance and Financial Services, Inc. Registered in Massachusetts
San Mateo, CA View Report
Cleveland, OH Redwood City, CA View Report
Montgomery, AL San Mateo, CA View Report
Little Rock, AR San Mateo, CA View Report
Dallas, TX San Mateo, CA View Report
Abd Insurance and Financial Services Registered in North Dakota
Bismarck, ND Redwood City, CA View Report
Abd Insurance and Financial Services Registered in Arkansas
View Report
Redwood City, CA View Report
Abd Insurance and Financial Services Registered in California
Redwood City, CA View Report
Redwood City, CA View Report
Abd Insurance and Financial Services Registered in Washington
Redwood City, CA View Report
Redwood City, CA View Report
Abd Insurance and Financial Services Registered in Oklahoma
Chicago, IL Oklahoma City, OK View Report
Abd Insurance and Financial Services Registered in Colorado
Chicago, IL Greenwood Village, CO (1 more) View Report
Person/City Match:Samuel Lloyd Jones III - Santa Rosa, CA
Genesee Canyon Ranch, LLC Registered in California
Bend, OR Taylorsville, CA (1 more) View Report
Person/City Match:Michael F Mccloskey - Lafayette, CA
East Hartford, CT View Report

The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States