WHALEN INSURANCE AGENCY, INC. is a South Dakota corporation, registered on July 17, 1986. The company has since been marked inactive on the South Dakota register, is registered under company number DB025568 and carries EIN 042761601. Public records for the company include 1 SoS registration, 1 federal contract, 1 loan record and 18 Form 5500 filings. Every fact here is republished from an official public register and traces back to a primary source document.
| Legal entity name | WHALEN INSURANCE AGENCY, INC. |
|---|---|
| Registration state | South Dakota |
| Status | Inactive |
| Registered | 17 July 1986 (about 40 years ago) |
| Entity type | Corporation |
| Standing | not compliant |
| Company number | DB025568 |
| EIN | 042761601 |
| Employees (modeled) | ≈12 employees2025 |
| Registered agent | JAMES D. WHALEN |
| Source registry | South Dakota Secretary of State · updated 15 June 2026 |
| Public records | 1 SoS registration |
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| Est. revenue (modeled) | $2.8M2025 |
|---|---|
| Federal contractor | Yes · 1 federal recipient record (SAM) |
| SBA loans | $96K · approved amounts |
| State | Business name | Filed | Registered agent | Officers | Status | |
|---|---|---|---|---|---|---|
| South DakotaTHIS | WHALEN INSURANCE AGENCY, INC. | 1986-07-17 | JAMES D. WHALEN | — | Inactive | |
Filing ID DB025568 Jurisdiction Domestic · Corporation Principal address — Registered agent JAMES D. WHALEN3414 GRANDVIEW DR, PO BOX 626, RAPID CITY, SD, 57709-0626 Officers Not reported | ||||||
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| Amount | Approved | Lender | Jobs | Status | |
|---|---|---|---|---|---|
| $95,700 | 04/14/2020 | Monson Savings Bank | 11 | Paid in Full | |
Employee-benefit plan filings by WHALEN INSURANCE AGENCY, INC. with the Department of Labor. Employee and revenue figures are modeled estimates derived from retirement-plan participant counts and industry ratios — not official headcount or reported revenue.
| Employees (modeled) | ≈12 · plan year 2025 |
|---|---|
| Est. annual revenue (modeled) | $2.8M |
| Retirement plan assets | $943,648 |
| Benefit plans | 401(k) plan on file |
| Filing history | 25 plan years filed, 1999–2025 |
| Sponsor EIN | 04-2761601 |
| Plan year | Employees (est.) | Participants | Plan assets | Revenue (est.) | 401(k) | |
|---|---|---|---|---|---|---|
| 2025 | ≈12 | 12 (11 active) | $943,648 | $2.8M | 401(k) | |
| 2024 | ≈10 | 11 (9 active) | $1.3M | $2.4M | 401(k) | |
| 2023 | ≈12 | 12 (11 active) | $1.2M | $2.7M | 401(k) | |
| 2022 | ≈10 | 11 (9 active) | $1.1M | $2.3M | 401(k) | |
| 2021 | ≈9 | 11 (8 active) | $1.1M | $2.1M | 401(k) | |
| 2020 | ≈10 | 10 (9 active) | $1.2M | $2.3M | 401(k) | |
| 2019 | ≈10 | 11 (9 active) | $1.1M | $2.3M | 401(k) | |
| 2018 | ≈10 | 10 (9 active) | $1.1M | $2.3M | 401(k) | |
| 2017 | ≈11 | 11 (10 active) | $1M | $2.4M | 401(k) | |
| 2016 | ≈11 | 11 (10 active) | $891,572 | $2.5M | 401(k) | |
Matched Form 5500 filing records:
| Plan | Plan year | Participants | EIN | |
|---|---|---|---|---|
| WHALEN INSURANCE AGENCY INC 401 K PROFIT SHARING PLAN TRUST | — | — | — | |
| WHALEN INSURANCE AGENCY INC 401 (K) PROFIT SHARING PLAN & TRUST | — | — | — | |
| WHALEN INSURANCE AGENCY INC 401 K PROFIT SHARING PLAN TRUST | — | — | — | |
| WHALEN INSURANCE AGENCY INC 401 K PROFIT SHARING PLAN TRUST | — | — | — | |
| WHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | — | — | — | |
| WHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | — | — | — | |
| WHALEN INSURANCE AGENCY INC 401 K PROFIT SHARING PLAN TRUST | — | — | — | |
| WHALEN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | — | — | — | |
| WHALEN INSURANCE AGENCY INC 401 K PROFIT SHARING PLAN TRUST | — | — | — | |
| WHALEN INSURANCE AGENCY INC 401 K PROFIT SHARING PLAN TRUST | — | — | — | |
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Netstate aggregates public records from federal, state and municipal sources; records are matched to this company by its registered legal names. Latest source snapshot 2026-06-17. Document getpalm-companies/9515-3563-2973.