Benefit Strategies Agency, LLC

Ohio
Registered In
08/23/2013
Incorp. Date

Company Summary

Benefit Strategies Agency, LLC in Ohio lists Brett Montague as the associate.

Registered In
Ohio
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
A
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Brett Alan Montague Registered Agent
655 FOX RUN RD STE A, FINDLAY, OH 45840
Brett Montague

Financial Information for Benefit Strategies Agency, LLC

Form 5500

BENEFIT STRATEGIES AGENCY, LLC

655 Fox Run Rd STE A, Findlay, Oh 45840 (567) 250-9374 EIN:46-3577170 Plan Admin:Roderick Wood
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2021 Plan NameBENEFITS STRATEGIES AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY10 / 0 Assets BOY/EOY$2,630,771 / $0 2021 BENEFITS STRATEGIES AGENCY 401(K) PLAN - Plan #001 10 / 0 $2,630,771 / $0
2020 Plan NameBENEFITS STRATEGIES AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$2,041,056 / $2,630,771 2020 BENEFITS STRATEGIES AGENCY 401(K) PLAN - Plan #001 10 / 10 $2,041,056 / $2,630,771
2019 Plan NameBENEFITS STRATEGIES AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,538,203 / $2,041,056 2019 BENEFITS STRATEGIES AGENCY 401(K) PLAN - Plan #001 10 / 10 $1,538,203 / $2,041,056
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BENEFIT STRATEGIES AGENCY, LLC

655 Fox Run Rd Ste A, FINDLAY, OH 45840-7168 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
04/06/2020 Approved$168,900 Forgiven$169,858 LenderThe Farmers & Merchants State Bank Jobs10 04/06/2020 $168,900 $169,858 The Farmers & Merchants State Bank 10
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Ohio Secretary of State U.S. Department of Labor U.S. Small Business Administration
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