Diversified Brokerage Specialists, Inc.

Virginia
Registered In
03/04/2016
Incorp. Date
Foreign
Registration Type
Ohio
Foreign Jurisdiction

Company Summary

Diversified Brokerage Specialists, Inc. at 9670 Kenwood Rd, Blue Ash, Oh 45242 lists Jeffrey Mohr and Jessica Elliott as the associates.

Registered In
Virginia
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Ohio
Company Type
Corp
Status
Active
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SEC | EDGAR Trellis.Law Recent News
Registered Agents Inc. Registered Agent
4445 CORPORATION LN STE 264, VIRGINIA BEACH, VA 23462
Jeffrey Mohr President
Jessica Elliott Secretary Trea
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9670 KENWOOD RD, BLUE ASH, OH 45242 View Map
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Financial Information for Diversified Brokerage Specialists, Inc.

Form 5500

DIVERSIFIED BROKERAGE SPECIALISTS, INC.

9670 Kenwood Rd, Cincinnati, Oh 45242 (513) 621-9650 EIN:31-0998734 Plan Admin:Jeffrey Mohr
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameDIVERSIFIED BROKERAGE SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$3,363,186 / $2,864,401 2022 DIVERSIFIED BROKERAGE SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 17 / 17 $3,363,186 / $2,864,401
2021 Plan NameDIVERSIFIED BROKERAGE SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$2,864,306 / $3,363,186 2021 DIVERSIFIED BROKERAGE SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 17 / 17 $2,864,306 / $3,363,186
2020 Plan NameDIVERSIFIED BROKERAGE SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY18 / 17 Assets BOY/EOY$2,796,450 / $2,864,306 2020 DIVERSIFIED BROKERAGE SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 18 / 17 $2,796,450 / $2,864,306
2019 Plan NameDIVERSIFIED BROKERAGE SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY21 / 17 Assets BOY/EOY$2,125,658 / $2,796,450 2019 DIVERSIFIED BROKERAGE SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 21 / 17 $2,125,658 / $2,796,450
Benefit & Retirement Plans based on Form 5500.
PPP Loans

DIVERSIFIED BROKERAGE SPECIALISTS, INC

9670 Kenwood Rd, Blue Ash, Oh 45242 Industry:Insurance Agencies and Brokerages Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/14/2020 Approved$190,000 Forgiven$191,108 LenderFifth Third Bank Jobs15 04/14/2020 $190,000 $191,108 Fifth Third Bank 15
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Commonwealth of Virginia State Corporation Commission (SCC) U.S. Department of Labor U.S. Small Business Administration
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