Overview
Bogaty Emeryt supports retirement planning, business succession, and financial protection for families in case of an owner’s illness or death. Its guidance covers insurance, wills, and building capital to repay liabilities and heirs.
Financials
Revenue history
Filing timeliness
No financial statement for 2025 – the filing deadline has passed.
- 2025not filed
- 202409/05/2025
- 202303/07/2024
- 202221/06/2023
Data and insights are generated automatically from financial statements – they may contain errors and are neither a credit assessment nor business advice.
Industry
Offer
- Insurance advisory
- Tax advisory
- Legal services for businesses
- Succession planning
- Life insurance
- Training and conferences
- Retirement planning
Website technology
- Website
- WordPress
Authorized Representatives
Manner of representation
Each member of the management board is authorised to make declarations of will on behalf of the company independently.
Ownership
| Owner | Shares | Share value | Stake |
|---|---|---|---|
Agnieszka Łukaszczykage 33 | 30 | $405.19 | 30% |
Józef Łukaszczykage 70 | 70 | $945.43 | 70% |
Józef Łukaszczyk and Agnieszka Łukaszczyk hold a combined 100% – the ownership structure indicates family control.
Beneficial owners
| Person | Rights |
|---|---|
Debt
No entries in the National Debtors Register (KRZ).
Public aid
No public aid cases recorded in the last 10 years.
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
 KNF | Insurance agent of Powszechny Zakład Ubezpieczeń na Życie Spółka Akcyjna | Active | |
| KNF | Insurance agent of Towarzystwo Ubezpieczeń Allianz Życie Polska Spółka Akcyjna | Active | |
| KNF | Insurance agent of Towarzystwo Ubezpieczeń i Reasekuracji Allianz Polska Spółka Akcyjna | Active |
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| PhinanceS.A. | $73,390,269.72 | phinance.pl | ||
| Powszechne Towarzystwo Emerytalne Allianz PolskaS.A. | $64,191,111.16 | allianz.pl | ||
| Powszechne Towarzystwo Emerytalne PZUS.A. | $56,847,858.30 | pzu.pl | ||
| Generali Powszechne Towarzystwo EmerytalneS.A. | $47,708,018.76 | generali.pl | ||
| Pocztylion-Arka Powszechne Towarzystwo EmerytalneS.A. | $8,409,046.06 | pocztylion-arka.pl | ||
| Majorsp. z o.o. | $729,212.54 | majorbroker.pl | ||
| Markowicz Brokersp. z o.o. | $670,819.50 | markowiczbroker.pl | ||
| Expectum Brokersp. z o.o. | $252,983.82 | expectumbroker.pl | ||
| Bespoke Brokersp. z o.o. | $165,310.69 | bespokebroker.pl | ||
| AS Finansesp. z o.o. | $68,081.19 | asfinanse.biz |
Change history
| Date | Event | |
|---|---|---|
| 2022-05-06 | Name change (Multiagencja Ubezpieczeniowa "bogaty Emeryt" Ubezpieczenia, Sukcesja, Emerytury → Bogaty Emeryt) | |
| 2021-12-14 | Entered in the register |
FAQ
Last updated: 2026-04-09