American Advantage Insurance Nelson Agency Inc

Grafton, WI

Massachusetts

Registered In

03/28/2024

Incorp. Date

Foreign

Registration Type

Wisconsin

Foreign Jurisdiction

Company Summary

American Advantage Insurance Nelson Agency Inc at 1580 Harris Dr, Grafton, Wi 53024 lists Matthew Nelson as the associate.

Registered In: Massachusetts
Incorporation Date: 03/28/2024
Registration Type: Foreign
Foreign Jurisdiction: Wisconsin
Company Type: Foreign Corporation
Status: Active
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Urs Agents Inc Registered Agent	4 CENTRAL ST, WOBURN, MA 01801
Matthew Nelson President

1580 HARRIS DR, GRAFTON, WI 53024 View Map

Financial Information for American Advantage Insurance Nelson Agency Inc

Form 5500

AMERICAN ADVANTAGE INSURANCE - NELSON AGENCY, INC.

1580 Harris Dr, Grafton, Wi 53024 (262) 284-4211 EIN:27-1669832 Plan Admin:Matthew Nelson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameNELSON AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$161,424 / $214,953	2023	NELSON AGENCY 401(K) PLAN - Plan #001	3 / 2	$161,424 / $214,953
2022	Plan NameNELSON AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$127,802 / $161,424	2022	NELSON AGENCY 401(K) PLAN - Plan #001	4 / 3	$127,802 / $161,424
2021	Plan NameNELSON AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$90,062 / $127,802	2021	NELSON AGENCY 401(K) PLAN - Plan #001	3 / 3	$90,062 / $127,802
2020	Plan NameNELSON AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$43,918 / $90,062	2020	NELSON AGENCY 401(K) PLAN - Plan #001	3 / 3	$43,918 / $90,062
2019	Plan NameNELSON AGENCY 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$14,968 / $43,918	2019	NELSON AGENCY 401(K) PLAN - Plan #001	3 / 3	$14,968 / $43,918

Benefit & Retirement Plans based on Form 5500.

PPP Loans

AMERICAN ADVANTAGE INSURANCE - NELSON AGENCY, INC.

229 N Franklin ST PO Box 305, Port Washington, Wi 53074-0305 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$39,552 Forgiven$39,803 LenderPeoples State Bank Jobs3	04/14/2020	$39,552	$39,803	Peoples State Bank	3

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration

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