Wolpert Insurance Agency, Inc.

North Carolina

Registered In

04/06/2011

Incorp. Date

Foreign

Registration Type

Massachusetts

Foreign Jurisdiction

Company Summary

Wolpert Insurance Agency, Inc. in North Carolina was registered on 04/06/2011. The status for this business is listed as revoked.

Form 5500

18 John Street Place, Worcester, Ma 01609 (508) 459-4709 EIN:04-2209305 Plan Admin:Robert Mucci

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWOLPERT INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY20 / 20 Assets BOY/EOY$2,845,573 / $2,096,151	2022	WOLPERT INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001	20 / 20	$2,845,573 / $2,096,151
2021	Plan NameWOLPERT INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY19 / 20 Assets BOY/EOY$2,400,562 / $2,845,573	2021	WOLPERT INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001	19 / 20	$2,400,562 / $2,845,573
2020	Plan NameWOLPERT INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY20 / 19 Assets BOY/EOY$1,974,904 / $2,400,562	2020	WOLPERT INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001	20 / 19	$1,974,904 / $2,400,562
2019	Plan NameWOLPERT INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY19 / 19 Assets BOY/EOY$1,530,442 / $1,974,904	2019	WOLPERT INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001	19 / 19	$1,530,442 / $1,974,904

Benefit & Retirement Plans based on Form 5500.

PPP Loans

18 John Street Place, WORCESTER, MA 01609-2667 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/07/2020	Approved$229,427 Forgiven$230,697 LenderFidelity Co-Operative Bank Jobs17	04/07/2020	$229,427	$230,697	Fidelity Co-Operative Bank	17

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Wolpert Insurance Agency, Inc. Registered in Michigan	Westborough, MA	View Report
Wolpert Insurance Agency, Inc. Registered in New Jersey		View Report
Wolpert Insurance Agency, Inc. Registered in Massachusetts	Easton, MA Worcester, MA	View Report
Wolpert Insurance Agency, Inc. Registered in Virginia	Worcester, MA	View Report
Wolpert Insurance Agency, Inc. Registered in Alabama	Montgomery, AL Worcester, MA	View Report
Wolpert Insurance Agency, Inc. Registered in Texas	Austin, TX Milton, MA	View Report
Wolpert Insurance Agency, Inc. Registered in Florida	Tallahassee, FL Worcester, MA	View Report
Wolpert Insurance Agency, Inc. Registered in North Carolina	Raleigh, NC Worcester, MA	View Report

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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