Insurance Specialty Group, LLC

North Carolina
Registered In
07/24/2008
Incorp. Date
Foreign
Registration Type
Georgia
Foreign Jurisdiction

Company Summary

Insurance Specialty Group, LLC at 3301 Windy Ridge Parkway, SE Suite 100 Atlanta, GA 30339-8598 lists Brett Schneider and Veronica Moo of New York, NY.

Registered In
North Carolina
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Georgia
Company Type
Limited Liability Company
Status
Current-Active
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Ct Corporation System Registered Agent
160 MINE LAKE CT STE 200, RALEIGH, NC 27615
Brett Schneider Manager
200 PARK AVE STE 3202, NEW YORK, NY 10166 (View Past Addresses)
Veronica Moo Manager
200 PARK AVE STE 3202, NEW YORK, NY 10166 (View Past Addresses)
Edward O'malley Manager
1250 CAPITAL OF TEXAS HWY S BLDG 2, AUSTIN, TX 78746
3301 Windy Ridge Parkway, SE Suite 100 Atlanta, GA 30339-8598 View Map
160 MINE LAKE CT STE 200, RALEIGH, NC 27615 (Mailing) View Map

Financial Information for Insurance Specialty Group, LLC

Form 5500

INSURANCE SPECIALTY GROUP, LLC

3301 Windy Ridge Pk SE STE 100, Atlanta, Ga 30339 (678) 742-6336 EIN:56-2357677 Plan Admin:Stephen Harrell
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2021 Plan NameINSURANCE SPECIALTY GROUP, LLC 401(K) PROFIT SHARING PLAN AND T Plan #001 Participants BOY/EOY46 / 7 Assets BOY/EOY$779,534 / $397 2021 INSURANCE SPECIALTY GROUP, LLC 401(K) PROFIT SHARING PLAN AND T - Plan #001 46 / 7 $779,534 / $397
2020 Plan NameINSURANCE SPECIALTY GROUP, LLC 401(K) PROFIT SHARING PLAN AND T Plan #001 Participants BOY/EOY44 / 46 Assets BOY/EOY$596,243 / $779,534 2020 INSURANCE SPECIALTY GROUP, LLC 401(K) PROFIT SHARING PLAN AND T - Plan #001 44 / 46 $596,243 / $779,534
2019 Plan NameINSURANCE SPECIALTY GROUP, LLC 401(K) PROFIT SHARING PLAN AND T Plan #001 Participants BOY/EOY45 / 43 Assets BOY/EOY$451,129 / $596,243 2019 INSURANCE SPECIALTY GROUP, LLC 401(K) PROFIT SHARING PLAN AND T - Plan #001 45 / 43 $451,129 / $596,243
Benefit & Retirement Plans based on Form 5500.
PPP Loans

INSURANCE SPECIALTY GROUP LLC

3301 Windy Ridge Pkwy SE Suite 100, ATLANTA, GA 30339-5618 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
04/11/2020 Approved$477,400 Forgiven$479,872 LenderFirst Financial Bank Jobs38 04/11/2020 $477,400 $479,872 First Financial Bank 38
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration
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