First Associated Insurance Agencies, Inc.
Wisconsin
Wisconsin
Registered In
03/17/1969
Incorp. Date
Company Summary
First Associated Insurance Agencies, Inc. in Wisconsin lists Robert Grant of Brookfield, WI.
Overview
Registered In
Wisconsin
Incorporation Date
Company Type
Close Corporation
Status
Restored to Good Standing
Registration Type
Domestic
Search Other Resources
People
|
Robert Grant
Registered Agent
|
12465 W BURLEIGH RD, BROOKFIELD, WI 53005
|
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.
Linked Companies
Related Business Names:
Person/City Match:Robert Grant - Brookfield, WI
|
Shareholders Partnership II, Limited Partnership
Registered in Wisconsin
|
Brookfield, WI | View Report | |
|
Shareholders II Limited Liability Partnership
Registered in Wisconsin
|
Brookfield, WI | View Report |
Sources
The following government agencies have contributed data:
• Wisconsin Department of Financial Institutions • U.S. Department of Labor • U.S. Small Business Administration
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