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  5. FORBES AGENCY INC.

FORBES AGENCY INC.

Company Details

Name: FORBES AGENCY INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 07 Jan 1999 (26 years ago)
Entity Number: 2332620
ZIP code: 10589
County: Westchester
Place of Formation: New York
Address: 291B HERITAGE HILLS, SOMERS, NY, United States, 10589

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FORBES AGENCY, INC. 401(K) P/S PLAN 2023 134041800 2024-10-15 FORBES AGENCY, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 9142327750
Plan sponsor’s address 135 BEDFORD RD, KATONAH, NY, 10536

Signature of
Role Plan administrator
Date 2024-10-15
Name of individual signing GARY FORBES
Valid signature Filed with authorized/valid electronic signature
FORBES AGENCY, INC. 401(K) P/S PLAN 2022 134041800 2023-07-10 FORBES AGENCY, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 9142327750
Plan sponsor’s address 135 BEDFORD ROAD, KATONAH, NY, 10536

Plan administrator’s name and address
Administrator’s EIN 134041800
Plan administrator’s name FORBES AGENCY, INC.
Plan administrator’s address 135 BEDFORD ROAD, KATONAH, NY, 10536
Administrator’s telephone number 9142327750

Signature of
Role Plan administrator
Date 2023-07-10
Name of individual signing GARY FORBES
FORBES AGENCY, INC. 401(K) P/S PLAN 2021 134041800 2022-07-07 FORBES AGENCY, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 9142327750
Plan sponsor’s address 135 BEDFORD ROAD, KATONAH, NY, 10536

Plan administrator’s name and address
Administrator’s EIN 134041800
Plan administrator’s name FORBES AGENCY, INC.
Plan administrator’s address 135 BEDFORD ROAD, KATONAH, NY, 10536
Administrator’s telephone number 9142327750

Signature of
Role Plan administrator
Date 2022-07-07
Name of individual signing GARY FORBES
FORBES AGENCY, INC. 401(K) P/S PLAN 2020 134041800 2021-09-09 FORBES AGENCY, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 9142327750
Plan sponsor’s address 135 BEDFORD ROAD, KATONAH, NY, 10536

Plan administrator’s name and address
Administrator’s EIN 134041800
Plan administrator’s name FORBES AGENCY, INC.
Plan administrator’s address 135 BEDFORD ROAD, KATONAH, NY, 10536
Administrator’s telephone number 9142327750

Signature of
Role Plan administrator
Date 2021-09-09
Name of individual signing GARY FORBES
FORBES AGENCY, INC. 401(K) P/S PLAN 2019 134041800 2020-10-12 FORBES AGENCY, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 9142327750
Plan sponsor’s address 135 BEDFORD ROAD, KATONAH, NY, 10536

Plan administrator’s name and address
Administrator’s EIN 134041800
Plan administrator’s name FORBES AGENCY, INC.
Plan administrator’s address 135 BEDFORD ROAD, KATONAH, NY, 10536
Administrator’s telephone number 9142327750

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing GARY FORBES
FORBES AGENCY, INC. 401(K) P/S PLAN 2018 134041800 2019-06-17 FORBES AGENCY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 9142327750
Plan sponsor’s address 135 BEDFORD ROAD, KATONAH, NY, 10536

Plan administrator’s name and address
Administrator’s EIN 134041800
Plan administrator’s name FORBES AGENCY, INC.
Plan administrator’s address 135 BEDFORD ROAD, KATONAH, NY, 10536
Administrator’s telephone number 9142327750

Signature of
Role Plan administrator
Date 2019-06-17
Name of individual signing GARY FORBES
FORBES AGENCY, INC. 401(K) P/S PLAN 2017 134041800 2018-06-27 FORBES AGENCY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 9142327750
Plan sponsor’s address 135 BEDFORD ROAD, KATONAH, NY, 10536

Plan administrator’s name and address
Administrator’s EIN 134041800
Plan administrator’s name FORBES AGENCY, INC.
Plan administrator’s address 135 BEDFORD ROAD, KATONAH, NY, 10536
Administrator’s telephone number 9142327750

Signature of
Role Plan administrator
Date 2018-06-27
Name of individual signing GARY FORBES
FORBES AGENCY, INC. 401(K) P/S PLAN 2016 134041800 2017-06-20 FORBES AGENCY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 9142327750
Plan sponsor’s address 135 BEDFORD ROAD, KATONAH, NY, 10536

Plan administrator’s name and address
Administrator’s EIN 134041800
Plan administrator’s name FORBES AGENCY, INC.
Plan administrator’s address 135 BEDFORD ROAD, KATONAH, NY, 10536
Administrator’s telephone number 9142327750

Signature of
Role Plan administrator
Date 2017-06-20
Name of individual signing GARY FORBES
FORBES AGENCY, INC. 401(K) P/S PLAN 2015 134041800 2016-09-15 FORBES AGENCY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 9142327750
Plan sponsor’s address 135 BEDFORD ROAD, KATONAH, NY, 10536

Plan administrator’s name and address
Administrator’s EIN 134041800
Plan administrator’s name FORBES AGENCY, INC.
Plan administrator’s address 135 BEDFORD ROAD, KATONAH, NY, 10536
Administrator’s telephone number 9142327750

Signature of
Role Plan administrator
Date 2016-09-15
Name of individual signing GARY FORBES
FORBES AGENCY, INC. 401(K) P/S PLAN 2014 134041800 2015-09-02 FORBES AGENCY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 9142327750
Plan sponsor’s address 135 BEDFORD ROAD, KATONAH, NY, 10536

Plan administrator’s name and address
Administrator’s EIN 134041800
Plan administrator’s name FORBES AGENCY, INC.
Plan administrator’s address 135 BEDFORD ROAD, KATONAH, NY, 10536
Administrator’s telephone number 9142327750

Signature of
Role Plan administrator
Date 2015-09-02
Name of individual signing GARY FORBES

DOS Process Agent

Name Role Address
C/O FORBES DOS Process Agent 291B HERITAGE HILLS, SOMERS, NY, United States, 10589

Filings

Filing Number Date Filed Type Effective Date
180827000368 2018-08-27 ANNULMENT OF DISSOLUTION 2018-08-27
DP-2144868 2016-06-29 DISSOLUTION BY PROCLAMATION 2016-06-29
990107000658 1999-01-07 CERTIFICATE OF INCORPORATION 1999-01-07

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4221797707 2020-05-01 0202 PPP 135 BEDFORD ROAD, KATONAH, NY, 10536
Loan Status Date 2021-11-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 103317
Loan Approval Amount (current) 103317
Undisbursed Amount 0
Franchise Name -
Lender Location ID 12096
Servicing Lender Name Wells Fargo Bank, National Association
Servicing Lender Address 101 N Philips Ave, SIOUX FALLS, SD, 57104-6738
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address KATONAH, WESTCHESTER, NY, 10536-0001
Project Congressional District NY-17
Number of Employees 7
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 12096
Originating Lender Name Wells Fargo Bank, National Association
Originating Lender Address SIOUX FALLS, SD
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 104805.9
Forgiveness Paid Date 2021-10-18

Related by officers

No related officers

Related by address

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Date of last update: 31 Mar 2025

Sources: New York Secretary of State

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