American Advantage Insurance Nelson Agency Inc

Grafton, WI

Pennsylvania

Registered In

01/26/2024

Incorp. Date

Foreign

Registration Type

Wisconsin

Foreign Jurisdiction

Company Summary

American Advantage Insurance Nelson Agency Inc in Grafton, WI was registered on 01/26/2024. It is listed at 1580 Harris Dr, Grafton, Wi 53024.

Registered In: Pennsylvania
Incorporation Date: 01/26/2024
Registration Type: Foreign
Foreign Jurisdiction: Wisconsin
Company Type: Foreign Business Corporation
Status: Active
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1580 HARRIS DR, GRAFTON, WI 53024 View Map
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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.

Address Match:1580 Harris Dr Grafton, WI

American Advantage Insurance Nelson Agency Inc Registered in Massachusetts	Grafton, WI		View Report

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The following government agencies have contributed data:

Pennsylvania Department of State U.S. Department of Labor U.S. Small Business Administration

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