Cleary Insurance, Inc.

Registered Agent Solutions, Inc. Registered Agent	8130 SW BEAVERTON HILLSDALE HWY, PORTLAND, OR 97225 (Mailing) (View Past Addresses)
William J Cleary III President	226 CAUSEWAY ST STE 302, BOSTON, MA 02114
David Bakst Secretary	226 CAUSEWAY ST STE 302, BOSTON, MA 02114

226 CAUSEWAY ST STE 302, BOSTON, MA 02114 View Map

Form 5500

226 Causeway Street, Suite 302, Boston, Ma 02114 (617) 305-0332 EIN:04-3117027 Plan Admin:William Cleary III

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCLEARY INSURANCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY39 / 46 Assets BOY/EOY$7,967,115 / $9,814,900	2022	CLEARY INSURANCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	39 / 46	$7,967,115 / $9,814,900
2021	Plan NameCLEARY INSURANCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY42 / 39 Assets BOY/EOY$10,043,462 / $7,967,115	2021	CLEARY INSURANCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	42 / 39	$10,043,462 / $7,967,115
2020	Plan NameCLEARY INSURANCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY47 / 42 Assets BOY/EOY$7,806,264 / $10,043,462	2020	CLEARY INSURANCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	47 / 42	$7,806,264 / $10,043,462
2019	Plan NameCLEARY INSURANCE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY45 / 47 Assets BOY/EOY$6,889,234 / $7,806,264	2019	CLEARY INSURANCE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	45 / 47	$6,889,234 / $7,806,264

Benefit & Retirement Plans based on Form 5500.

PPP Loans

226 Causeway St., Ste. 302, Boston,, MA 02114 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$628,905 Forgiven$634,177 LenderSantander Bank, National Association Jobs32	04/28/2020	$628,905	$634,177	Santander Bank, National Association	32

PPP Loans based on Paycheck Protection Program.

Related Business Names:

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Address Match:226 Causeway St Ste 302 Boston, MA

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Address Match:226 Causeway St Boston, MA

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Person/City Match:William J Cleary III - Boston, MA

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The following government agencies have contributed data:

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

Company Summary