Jacoby Insurance Group, LLC

Montana
Registered In
03/08/2018
Incorp. Date

Company Summary

Jacoby Insurance Group, LLC at 931 N Last Chance Gulch, Helena, Mt 59601 lists Laura Meg Jacoby of Helena, MT.

Overview

Registered In
Montana
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Active-Good Standing
Registration Type
Domestic
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People

Laura Meg Jacoby Registered Agent
931 N LAST CHANCE GULCH, HELENA, MT 59601

Map & Locations

931 N LAST CHANCE GULCH, HELENA, MT 59601 (Mailing) View Map

Financials

Financial Information for Jacoby Insurance Group, LLC

Form 5500

JACOBY INSURANCE GROUP, LLC

931 N Last Chance Gulch, Helena, Mt 59601 (406) 457-1243 EIN:83-0712218 Plan Admin:Laura M. Jacoby
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameJACOBY INSURANCE GROUP 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$411,027 / $384,879 2022 JACOBY INSURANCE GROUP 401(K) PROFIT SHARING PLAN - Plan #002 8 / 8 $411,027 / $384,879
2021 Plan NameJACOBY INSURANCE GROUP 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY9 / 8 Assets BOY/EOY$304,591 / $411,027 2021 JACOBY INSURANCE GROUP 401(K) PROFIT SHARING PLAN - Plan #002 9 / 8 $304,591 / $411,027
2020 Plan NameJACOBY INSURANCE GROUP 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$215,472 / $304,591 2020 JACOBY INSURANCE GROUP 401(K) PROFIT SHARING PLAN - Plan #002 9 / 9 $215,472 / $304,591
2019 Plan NameJACOBY INSURANCE GROUP 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY7 / 9 Assets BOY/EOY$131,377 / $215,472 2019 JACOBY INSURANCE GROUP 401(K) PROFIT SHARING PLAN - Plan #002 7 / 9 $131,377 / $215,472
Benefit & Retirement Plans based on Form 5500.
PPP Loans

JACOBY INSURANCE GROUP, LLC

931 N. Last Chance Gulch, HELENA, MT 59601-3354 Industry:Insurance Agencies and Brokerages Race:White
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$51,700 Forgiven$52,148 LenderOpportunity Bank of Montana Jobs7 04/15/2020 $51,700 $52,148 Opportunity Bank of Montana 7
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• Montana Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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