Milestone Insurance Brokers, Inc.

Smith Law Firm Pc Registered Agent

26 W 6TH AVE, HELENA, MT 59624

PO BOX 19598, IRVINE, CA 92623 (Mailing) View Map

Form 5500

8 Corporate Park #130, Irvine, Ca 92606 (949) 379-6955 EIN:33-0688562 Plan Admin:John Hoefer

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMILESTONE INSURANCE BROKERS, INC. 401(K) PLAN Plan #003 Participants BOY/EOY16 / 20 Assets BOY/EOY$2,005,624 / $1,973,166	2022	MILESTONE INSURANCE BROKERS, INC. 401(K) PLAN - Plan #003	16 / 20	$2,005,624 / $1,973,166
2021	Plan NameMILESTONE INSURANCE BROKERS 401(K) PLAN Plan #003 Participants BOY/EOY17 / 16 Assets BOY/EOY$0 / $0	2021	MILESTONE INSURANCE BROKERS 401(K) PLAN - Plan #003	17 / 16	$0 / $0
2020	Plan NameMILESTONE INSURANCE BROKERS 401(K) PLAN Plan #003 Participants BOY/EOY11 / 17 Assets BOY/EOY$0 / $0	2020	MILESTONE INSURANCE BROKERS 401(K) PLAN - Plan #003	11 / 17	$0 / $0
2019	Plan NameMILESTONE INSURANCE BROKERS 401(K) PLAN Plan #003 Participants BOY/EOY11 / 11 Assets BOY/EOY$0 / $0	2019	MILESTONE INSURANCE BROKERS 401(K) PLAN - Plan #003	11 / 11	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

8 Corporate Park, Irvine, Ca 92606-3110 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/12/2020	Approved$203,260 Forgiven$205,165 LenderAmerican Business Bank Jobs14	04/12/2020	$203,260	$205,165	American Business Bank	14

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Milestone Insurance Brokers, Inc. Registered in Michigan	Plymouth, MI	View Report
Milestone Insurance Brokers, Inc. Registered in New York	Albany, NY	View Report
Milestone Insurance Brokers, Inc. Registered in California	Irvine, CA	View Report
Milestone Insurance Brokers, Inc. Registered in Ohio	Cleveland, OH Irvine, CA	View Report
Milestone Insurance Brokers, Inc. Registered in Utah	Irine, CA	View Report
Milestone Insurance Brokers, Inc. Registered in Kansas	Hutchinson, KS Irvine, CA	View Report
Milestone Insurance Brokers, Inc. Registered in Massachusetts	Irvine, CA	View Report
Milestone Insurance Brokers, Inc. Registered in Virginia	Irvine, CA Roanoke, VA	View Report
Milestone Insurance Brokers, Inc. Registered in Montana	Helena, MT Irvine, CA	View Report
Milestone Insurance Brokers, Inc. Registered in Montana	Helena, MT Irvine, CA	View Report
Milestone Insurance Brokers, Inc. Registered in Oklahoma	Irvine, CA Oklahoma City, OK	View Report
Milestone Insurance Brokers, Inc. Registered in Nevada	Nevada	View Report
Milestone Insurance Brokers, Inc. Registered in Colorado	Irvine, CA	View Report
Milestone Insurance Brokers, Inc. Registered in Texas	Irvine, CA	View Report
Milestone Insurance Brokers, Inc. Registered in Washington	Irvine, CA	View Report
Milestone Insurance Brokers, Inc. Registered in Missouri	Irvine, CA Raytown, MO	View Report
Milestone Insurance Brokers, Inc. Registered in Alabama	Irvine, CA Montgomery, AL	View Report

Person/City Match:Smith Law Firm Pc - Helena, MT

66d Investment, LLC Registered in Montana	Helena, MT	View Report
A & K Enterprises of Montana, LLC Registered in Montana	Helena, MT	View Report
Clr Property Management LLC Registered in Montana	Helena, MT Kansas City, MO	View Report
Premier Excavation and Construction LLC Registered in Montana	Helena, MT	View Report
The Other Road LLC Registered in Montana	Helena, MT	View Report
Wolf Creek Cattle Co., LLC Registered in Montana	Helena, MT Incline Vlg, NV	View Report
Yocum Road, LLC Registered in Montana	Helena, MT	View Report
Cvm Management, Inc. Registered in Montana	Boulder, CO Helena, MT	View Report
Eri Holdings, Inc. Registered in Montana	Helena, MT Stuart, FL	View Report
First Agency, Inc. Registered in Montana	Helena, MT Kalamazoo, MI	View Report
J. P. Everhart & Company, Inc. Registered in Montana	Helena, MT Richardson, TX	View Report
Mountain State Cellular, Inc. Registered in Montana	Boise, ID Helena, MT	View Report
Table Rock Brewing, Inc. Registered in Montana	Boise, ID Helena, MT	View Report
Tjc Family, LLC Registered in Montana	Helena, MT Provo, UT	View Report
1940, LLC Registered in Montana	Helena, MT	View Report
2 Lazy M Inc Registered in Montana	Helena, MT	View Report
B & E Enterprises, Inc. Registered in Montana	Helena, MT	View Report
Jimmy B's, LLC Registered in Montana	Helena, MT	View Report
Terra Rugosa, Inc. Registered in Montana	Helena, MT	View Report
Chamberlain Area Historical Preservation Association, Inc. Registered in Montana	Chamberlain, SD Helena, MT	View Report

The following government agencies have contributed data:

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

Company Summary