Forbes Agency Inc.

New York

Registered In

01/07/1999

Incorp. Date

Company Summary

Forbes Agency Inc. at Westchester County lists C/O Forbes of Somers, NY as the associate.

Registered In

New York

Incorporation Date

01/07/1999

Company Type

Domestic Business Corporation

Status

Not Available

Registration Type

Domestic

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C/O Forbes DOS Process

291 HERITAGE HLS APT B, SOMERS, NY 10589

Westchester County View Map

Form 5500

135 Bedford Road, Katonah, Ny 10536 (914) 232-7750 EIN:13-4041800 Plan Admin:Forbes Agency, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameFORBES AGENCY, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$1,256,186 / $1,117,312	2022	FORBES AGENCY, INC. 401(K) P/S PLAN - Plan #001	7 / 8	$1,256,186 / $1,117,312
2021	Plan NameFORBES AGENCY, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY9 / 7 Assets BOY/EOY$1,036,555 / $1,256,186	2021	FORBES AGENCY, INC. 401(K) P/S PLAN - Plan #001	9 / 7	$1,036,555 / $1,256,186
2020	Plan NameFORBES AGENCY, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$852,058 / $1,036,555	2020	FORBES AGENCY, INC. 401(K) P/S PLAN - Plan #001	8 / 8	$852,058 / $1,036,555
2019	Plan NameFORBES AGENCY, INC. 401(K) P/S PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$641,809 / $852,058	2019	FORBES AGENCY, INC. 401(K) P/S PLAN - Plan #001	7 / 8	$641,809 / $852,058

Benefit & Retirement Plans based on Form 5500.

PPP Loans

135 Bedford Road, Katonah, Ny 10536 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$103,317 Forgiven$104,806 LenderWells Fargo Bank, National Association Jobs7	05/01/2020	$103,317	$104,806	Wells Fargo Bank, National Association	7

PPP Loans based on Paycheck Protection Program.

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• New York Department of State • U.S. Department of Labor • U.S. Small Business Administration