Preferred Insurance Services, Inc.

A-A-A Registered Agent Services Llc Registered Agent

125 WILD ROSE RD, JEFFERSON CITY, MT 59638

4035 RIDGE TOP RD STE 150, FAIRFAX, VA 22030 (Mailing) View Map

Form 5500

4035 Ridge Top Road Suite 150, Fairfax, Va 22030 (703) 359-5910 EIN:54-1795131 Plan Admin:Patrick Sullivan

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePREFERRED INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY53 / 47 Assets BOY/EOY$4,988,739 / $4,018,626	2022	PREFERRED INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	53 / 47	$4,988,739 / $4,018,626
2021	Plan NamePREFERRED INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY51 / 51 Assets BOY/EOY$4,077,324 / $4,988,739	2021	PREFERRED INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	51 / 51	$4,077,324 / $4,988,739
2020	Plan NamePREFERRED INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY47 / 50 Assets BOY/EOY$2,908,254 / $4,077,324	2020	PREFERRED INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	47 / 50	$2,908,254 / $4,077,324
2019	Plan NamePREFERRED INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY41 / 43 Assets BOY/EOY$2,141,988 / $2,908,254	2019	PREFERRED INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001	41 / 43	$2,141,988 / $2,908,254

Benefit & Retirement Plans based on Form 5500.

PPP Loans

4035 Ridge Top Road, Suite 150, FAIRFAX, VA 22030 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$431,383 Forgiven$435,768 LenderManufacturers and Traders Trust Company Jobs30	04/15/2020	$431,383	$435,768	Manufacturers and Traders Trust Company	30

PPP Loans based on Paycheck Protection Program.

Address Match:4035 Ridge Top Rd Ste 150 Fairfax, VA

Equity Homes, LLC Registered in West Virginia	Charleston, WV Fairfax, VA	View Report
Preferred Insurance Services, Inc. Registered in Massachusetts	Danvers, MA Fairfax, VA	View Report
Preferred Insurance Services, Inc. Registered in Virginia	Fairfax, VA	View Report
Crbc, LLC Registered in Virginia	Culpeper, VA Fairfax, VA	View Report
Crbd, LLC Registered in Virginia	Culpeper, VA Fairfax, VA	View Report
Crbe, LLC Registered in Virginia	Culpeper, VA Fairfax, VA	View Report
Crbre, LLC Registered in Virginia	Culpeper, VA Fairfax, VA	View Report
Crdel, LLC Registered in Virginia	Culpeper, VA Fairfax, VA	View Report
Crec, LLC Registered in Virginia	Culpeper, VA Fairfax, VA	View Report
Crhl, LLC Registered in Virginia	Culpeper, VA Fairfax, VA	View Report
Crlk, LLC Registered in Virginia	Culpeper, VA Fairfax, VA	View Report
Crlr, LLC Registered in Virginia	Culpeper, VA Fairfax, VA	View Report
Crrc, LLC Registered in Virginia	Culpeper, VA Fairfax, VA	View Report
Crsc, LLC Registered in Virginia	Culpeper, VA Fairfax, VA	View Report
Crsm, LLC Registered in Virginia	Culpeper, VA Fairfax, VA	View Report
Crws, LLC Registered in Virginia	Culpeper, VA Fairfax, VA	View Report
Idylwood Crest Home Owners Association Registered in Virginia	Fairfax, VA	View Report
Preferred Insurance Services, Inc. Registered in North Dakota	Bismarck, ND Fairfax, VA	View Report
Preferred Insurance Services, Inc. Registered in Georgia	Atlanta, GA Fairfax, VA	View Report

Related Business Names:

Preferred Insurance Services, Inc. Registered in Michigan	Canton, MI	View Report
Preferred Insurance Services, Inc. Registered in Ohio	Maplewood, MN Stillwater, MN	View Report
Preferred Insurance Services Inc. Registered in California	Riverside, CA	View Report
Preferred Insurance Services, Inc. Registered in Pennsylvania	Erie, PA	View Report
Preferred Insurance Services, Inc. Registered in Pennsylvania	Harrisburg, PA	View Report
Preferred Insurance Services, Inc. Registered in Georgia	Hartwell, GA	View Report
Preferred Insurance Services, Inc. Registered in Washington	Anthony, NM Gig Harbor, WA	View Report
Preferred Insurance Services, Inc. Registered in Wisconsin	Racine, WI	View Report
Preferred Insurance Services, Inc. Registered in Arkansas	Little Rock, AR	View Report
Preferred Insurance Services, Inc Registered in Texas	Fairfax, VA Mansfield, TX	View Report
Preferred Insurance Services, Inc. Registered in Florida	Casselberry, FL Orlando, FL	View Report
Preferred Insurance Services, Inc. Registered in Florida	Fort Myers, FL	View Report
Preferred Insurance Services, Inc. Registered in Alabama		View Report
Heritage Preferred Insurance Services, Inc. Registered in North Carolina	Thomasville, NC	View Report
Preferred Insurance Services, Inc. Registered in North Carolina	Cornelius, NC Fairfax, VA	View Report

Address Match:4035 Ridge Top Rd Fairfax, VA

Sightline Holdings Corp. Registered in Virginia	Fairfax, VA	View Report
Lender Service Provider, LLC Registered in Alabama	Fairfax, VA Montgomery, AL	View Report
Potomac Mortgage Group, Inc. Registered in Texas	Fairfax, VA	View Report
Cr Software, Inc. Registered in Virginia	Fairfax, VA	View Report
George Mason Mortgage Corporation Registered in Virginia	Fairfax, VA	View Report
Headstrong, Inc. Registered in Florida	Fairfax, VA	View Report
Infinet Payroll, Inc. Registered in Virginia	Fairfax, VA	View Report
Headstrong, Inc. Registered in Georgia	Fairfax, VA Norcross, GA	View Report
Hurricane Consulting, Inc. Registered in Missouri	Fairfax, VA Jefferson City, MO	View Report
Island, Inc. Registered in California	Fairfax, VA Sacramento, CA	View Report
Potomac Mortgage Group, Inc. Registered in California	Fairfax, VA Los Angeles, CA	View Report
Magnus Aircraft LLC Registered in Texas	Fairfax, VA	View Report
Potomac Mortgage Group, LLC Registered in Alabama	Fairfax, VA Montgomery, AL	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