First Associated Insurance Agencies, Inc.

Arizona
Registered In
09/21/2001
Incorp. Date
Foreign
Registration Type
Wisconsin
Foreign Jurisdiction

Company Summary

First Associated Insurance Agencies, Inc. at 3800 N Central Ave STE 460, Phoenix, Az 85012 lists David Grant and James Kloth of Brookfield, WI as associates.

Overview

Registered In
Arizona
Incorporation Date
Company Type
Foreign For-Profit (Business) Corporation
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Wisconsin
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People

C T Corporation System Registered Agent
3800 N CENTRAL AVE STE 460, PHOENIX, AZ 85012
David Grant President
12465 BURLEIGH RD, BROOKFIELD, WI 53005
James Kloth Vice President
12465 BURLEIGH RD, BROOKFIELD, WI 53005
Michael Stolz Vice President
12465 BURLEIGH RD, BROOKFIELD, WI 53005
Timothy Stolz Director
12465 BURLEIGH RD, BROOKFIELD, WI 53005
James Kloth Director
12465 BURLEIGH RD, BROOKFIELD, WI 53005
David Grant Director
12465 BURLEIGH RD, BROOKFIELD, WI 53005
Michael Stolz Director
12465 BURLEIGH RD, BROOKFIELD, WI 53005
Robert Grant Director
12465 BURLEIGH RD, BROOKFIELD, WI 53005
Robert Grant Secretary
12465 BURLEIGH RD, BROOKFIELD, WI 53005
Showing 10 of 11 associates. Create a free account to view the complete list and historical changes.

Map & Locations

3800 N CENTRAL AVE STE 460, PHOENIX, AZ 85012 View Map
12465 BURLEIGH RD, BROOKFIELD, WI 53005 View Map

Financials

Financial Information for First Associated Insurance Agencies, Inc.

Form 5500

FIRST ASSOCIATED INSURANCE AGENCIES, INC.

12465 W. Burleigh Rd., Brookfield, Wi 53005 (262) 786-2540 EIN:39-1125294 Plan Admin:James E. Kloth
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameFIRST ASSOCIATED INSURANCE AGENCIES, INC. SAVINGS & RETIREMENT PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$77,989 / $77,952 2023 FIRST ASSOCIATED INSURANCE AGENCIES, INC. SAVINGS & RETIREMENT PLAN - Plan #001 9 / 8 $77,989 / $77,952
2022 Plan NameFIRST ASSOCIATED INSURANCE AGENCIES, INC. SAVINGS & RETIREMENT PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$93,005 / $77,989 2022 FIRST ASSOCIATED INSURANCE AGENCIES, INC. SAVINGS & RETIREMENT PLAN - Plan #001 9 / 9 $93,005 / $77,989
2021 Plan NameFIRST ASSOCIATED INSURANCE AGENCIES, INC. SAVINGS & RETIREMENT PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$73,677 / $93,005 2021 FIRST ASSOCIATED INSURANCE AGENCIES, INC. SAVINGS & RETIREMENT PLAN - Plan #001 9 / 9 $73,677 / $93,005
2020 Plan NameFIRST ASSOCIATED INSURANCE AGENCIES, INC. SAVINGS & RETIREMENT PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$86,877 / $73,677 2020 FIRST ASSOCIATED INSURANCE AGENCIES, INC. SAVINGS & RETIREMENT PLAN - Plan #001 12 / 12 $86,877 / $73,677
2019 Plan NameFIRST ASSOCIATED INSURANCE AGENCIES, INC. SAVINGS & RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$99,281 / $86,877 2019 FIRST ASSOCIATED INSURANCE AGENCIES, INC. SAVINGS & RETIREMENT PLAN - Plan #001 14 / 13 $99,281 / $86,877
Benefit & Retirement Plans based on Form 5500.
PPP Loans

FIRST ASSOCIATED INSURANCE AGENCIES, INC.

12465 W Burleigh Rd., BROOKFIELD, WI 53005-3158 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/14/2020 Approved$82,767 Forgiven$83,289 LenderTri City National Bank Jobs12 04/14/2020 $82,767 $83,289 Tri City National Bank 12
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• Arizona Corporation Commission • U.S. Department of Labor • U.S. Small Business Administration
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