Bulfinch Group Insurance Agency, LLC

New York

Registered In

02/03/2015

Incorp. Date

Foreign

Registration Type

Massachusetts

Foreign Jurisdiction

Company Summary

Bulfinch Group Insurance Agency, LLC at Dutchess County lists Bulfinch Group Insurance Agency, Llc of Needham, MA as the associate.

Bulfinch Group Insurance Agency, Llc DOS Process

160 GOULD ST STE 310, NEEDHAM, MA 02494

Dutchess County View Map

Form 5500

160 Gould Street Suite 310, Needham, Ma 02494 (781) 449-4402 EIN:20-0456582 Plan Admin:Seth Medalie

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY57 / 63 Assets BOY/EOY$2,900,007 / $3,790,779	2023	BULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN - Plan #001	57 / 63	$2,900,007 / $3,790,779
2022	Plan NameBULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY53 / 56 Assets BOY/EOY$2,960,407 / $2,900,007	2022	BULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN - Plan #001	53 / 56	$2,960,407 / $2,900,007
2021	Plan NameBULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY52 / 51 Assets BOY/EOY$2,442,708 / $2,960,407	2021	BULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN - Plan #001	52 / 51	$2,442,708 / $2,960,407
2020	Plan NameBULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY50 / 52 Assets BOY/EOY$2,002,879 / $2,442,708	2020	BULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN - Plan #001	50 / 52	$2,002,879 / $2,442,708
2019	Plan NameBULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY38 / 36 Assets BOY/EOY$1,570,886 / $2,002,879	2019	BULFINCH GROUP INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN - Plan #001	38 / 36	$1,570,886 / $2,002,879

Benefit & Retirement Plans based on Form 5500.

PPP Loans

160 Gould St, Needham Heights, Ma 02494-2300 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/04/2020	Approved$604,700 Forgiven$608,093 LenderNeedham Bank Jobs51	04/04/2020	$604,700	$608,093	Needham Bank	51

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Bulfinch Group Insurance Agency, LLC Registered in Virginia	Glen Allen, VA Needham, MA	View Report
Bulfinch Group Insurance Agency, LLC Registered in Massachusetts	Needham, MA	View Report
The Bulfinch Group Insurance Agency, LLC Registered in New Hampshire	East Needham, MA	View Report
The Bulfinch Group Insurance Agency, LLC Registered in Rhode Island	Needham, MA Rumford, RI	View Report

The following government agencies have contributed data:

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

Manage Profile Opt-Out