Preferred Insurance Services, Inc. at 4100 Monument Corner Dr STE 400, Fairfax, Va 22030 lists Patrick Sullivan and Dan O'leary as associates.
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Martin J A Yeager
Registered Agent
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524 KING ST, ALEXANDRIA, VA 22314
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Patrick Sullivan
President/Secretary
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Dan O'leary
Vice President
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Ryan Hogan
Vice President
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4100 MONUMENT CORNER DR STE 400, FAIRFAX, VA 22030
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePREFERRED INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY53 / 47 Assets BOY/EOY$4,988,739 / $4,018,626 | 2022 | PREFERRED INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001 | 53 / 47 | $4,988,739 / $4,018,626 |
| 2021 | Plan NamePREFERRED INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY51 / 51 Assets BOY/EOY$4,077,324 / $4,988,739 | 2021 | PREFERRED INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001 | 51 / 51 | $4,077,324 / $4,988,739 |
| 2020 | Plan NamePREFERRED INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY47 / 50 Assets BOY/EOY$2,908,254 / $4,077,324 | 2020 | PREFERRED INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001 | 47 / 50 | $2,908,254 / $4,077,324 |
| 2019 | Plan NamePREFERRED INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY41 / 43 Assets BOY/EOY$2,141,988 / $2,908,254 | 2019 | PREFERRED INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001 | 41 / 43 | $2,141,988 / $2,908,254 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$431,383 Forgiven$435,768 LenderManufacturers and Traders Trust Company Jobs30 | 04/15/2020 | $431,383 | $435,768 | Manufacturers and Traders Trust Company | 30 |
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