Callesen Wealth Management, Inc.
Michigan
Michigan
Registered In
02/06/2003
Incorp. Date
Company Summary
Callesen Wealth Management, Inc. in Michigan lists Nicholas Callesen of Manistee, MI as the associate.
- Registered In
- Michigan
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Profit Corporation
- Status
- Not Available
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Nicholas K Callesen
Registered Agent
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331 FIRST ST, MANISTEE, MI 49660
PO BOX 396, MANISTEE, MI 49660
(Mailing)
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Nicholas Callesen
President
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331 FIRST ST, MANISTEE, MI 49660
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Nicholas Callesen
Director
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331 FIRST ST, MANISTEE, MI 49660
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Nicholas Callesen
Secretary
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331 FIRST ST, MANISTEE, MI 49660
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Nicholas Callesen
TREASURER
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331 FIRST ST, MANISTEE, MI 49660
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Financial Information for Callesen Wealth Management, Inc.
Form 5500
CALLESEN WEALTH MANAGEMENT, INC.
331 First St., Manistee, Mi 49660 (231) 723-8373 EIN:38-3673443 Plan Admin:Nick Callesen| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2023 | Plan NameCALLESEN WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$3,036,924 / $2,764,607 | 2023 | CALLESEN WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 10 / 11 | $3,036,924 / $2,764,607 |
| 2022 | Plan NameCALLESEN WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$2,997,894 / $3,036,924 | 2022 | CALLESEN WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 9 / 10 | $2,997,894 / $3,036,924 |
| 2021 | Plan NameCALLESEN WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$2,811,706 / $2,997,894 | 2021 | CALLESEN WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 8 / 9 | $2,811,706 / $2,997,894 |
| 2020 | Plan NameCALLESEN WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY11 / 8 Assets BOY/EOY$1,884,273 / $2,811,706 | 2020 | CALLESEN WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 11 / 8 | $1,884,273 / $2,811,706 |
| 2019 | Plan NameCALLESEN WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,437,704 / $1,884,273 | 2019 | CALLESEN WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 11 / 11 | $1,437,704 / $1,884,273 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CALLESEN WEALTH MANAGEMENT, INC.
331 1st St, Manistee, MI 49660 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 04/28/2020 | Approved$129,032 Forgiven$130,057 LenderWest Shore Bank Jobs9 | 04/28/2020 | $129,032 | $130,057 | West Shore Bank | 9 |
PPP Loans based on Paycheck Protection Program.
Person/City Match:Nicholas K Callesen - Manistee, MI
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Callesen Rentals, LLC
Registered in Michigan
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Manistee, MI | View Report |
Person/City Match:Nicholas Callesen - Manistee, MI
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Callesen Gold Coast Realty, L.L.C.
Registered in Michigan
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Manistee, MI | View Report |
The following government agencies have contributed data:
Department of Licensing and Regulatory Affairs U.S. Department of Labor U.S. Small Business Administration
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