Association Acumen, LLC

Wisconsin

Registered In

04/12/2006

Incorp. Date

Company Summary

Association Acumen, LLC in Wisconsin lists Betsy Smith of Menomonee Falls, WI.

Betsy Smith Registered Agent

N83W13410 LEON RD, MENOMONEE FALLS, WI 53051

Form 5500

N83 W13410 Leon Road, Menomonee Falls, Wi 53051 (414) 359-1676 EIN:20-4796430 Plan Admin:Betsy Smith

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameASSOCIATION ACUMEN, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY23 / 25 Assets BOY/EOY$1,271,234 / $1,677,792	2023	ASSOCIATION ACUMEN, LLC 401(K) PROFIT SHARING PLAN - Plan #001	23 / 25	$1,271,234 / $1,677,792
2022	Plan NameASSOCIATION ACUMEN, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY21 / 23 Assets BOY/EOY$2,897,404 / $1,271,234	2022	ASSOCIATION ACUMEN, LLC 401(K) PROFIT SHARING PLAN - Plan #001	21 / 23	$2,897,404 / $1,271,234
2021	Plan NameASSOCIATION ACUMEN, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY21 / 21 Assets BOY/EOY$2,486,126 / $2,897,404	2021	ASSOCIATION ACUMEN, LLC 401(K) PROFIT SHARING PLAN - Plan #001	21 / 21	$2,486,126 / $2,897,404
2020	Plan NameASSOCIATION ACUMEN, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 21 Assets BOY/EOY$2,052,927 / $2,486,126	2020	ASSOCIATION ACUMEN, LLC 401(K) PROFIT SHARING PLAN - Plan #001	20 / 21	$2,052,927 / $2,486,126
2019	Plan NameASSOCIATION ACUMEN, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 20 Assets BOY/EOY$1,624,458 / $2,052,927	2019	ASSOCIATION ACUMEN, LLC 401(K) PROFIT SHARING PLAN - Plan #001	17 / 20	$1,624,458 / $2,052,927

Benefit & Retirement Plans based on Form 5500.

PPP Loans

N83 W13410 Leon Rd, MENOMONEE FALLS, WI 53051 Industry:Office Administrative Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/10/2020	Approved$219,000 Forgiven$221,112 LenderBMO Bank National Association Jobs18	04/10/2020	$219,000	$221,112	BMO Bank National Association	18

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Women of Acumen Association, LLC Registered in North Carolina	Charlotte, NC		View Report

Person/City Match:Betsy Smith - Menomonee Falls, WI

Acu Acquisition, LLC Registered in Wisconsin	Menomonee Falls, WI	View Report
Federation of Clinical Immunology Societies, Inc. Registered in Wisconsin	Menomonee Falls, WI	View Report
Wisconsin Academy of Pas, Inc. Registered in Wisconsin	Menomonee Falls, WI	View Report

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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