Bartelt Insurance Services LLC

Wisconsin
Registered In
03/23/2010
Incorp. Date

Company Summary

Bartelt Insurance Services LLC in Wisconsin lists Matthew M Bartelt of Weston, WI.

Registered In
Wisconsin
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Organized
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Matthew M Bartelt Registered Agent
5620 BUSINESS HWY 51 S PO BOX 197, WESTON, WI 54476

Financial Information for Bartelt Insurance Services LLC

Form 5500

BARTELT INSURANCE SERVICES, LLC

5620 Business Hwy 51 S, Weston, Wi 54476 (715) 298-3255 EIN:27-2227827 Plan Admin:Matthew M. Bartelt
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBARTELT INSURANCE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$515,048 / $672,400 2023 BARTELT INSURANCE SERVICES, LLC 401(K) PLAN - Plan #001 9 / 11 $515,048 / $672,400
2022 Plan NameBARTELT INSURANCE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$553,427 / $515,048 2022 BARTELT INSURANCE SERVICES, LLC 401(K) PLAN - Plan #001 8 / 8 $553,427 / $515,048
2021 Plan NameBARTELT INSURANCE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$426,065 / $553,427 2021 BARTELT INSURANCE SERVICES, LLC 401(K) PLAN - Plan #001 7 / 7 $426,065 / $553,427
2020 Plan NameBARTELT INSURANCE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$316,484 / $426,065 2020 BARTELT INSURANCE SERVICES, LLC 401(K) PLAN - Plan #001 7 / 7 $316,484 / $426,065
2019 Plan NameBARTELT INSURANCE SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$75,070 / $316,484 2019 BARTELT INSURANCE SERVICES, LLC 401(K) PLAN - Plan #001 7 / 6 $75,070 / $316,484
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BARTELT INSURANCE SERVICES, LLC

5717 Business Highway 51s, Weston, Wi 54476-1333 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White
Loan Date Approved Forgiven Lender Jobs
04/11/2020 Approved$97,075 Forgiven$97,852 LenderCrossbridge Community Bank Jobs12 04/11/2020 $97,075 $97,852 Crossbridge Community Bank 12
PPP Loans based on Paycheck Protection Program.
Person/City Match:Matthew M Bartelt - Weston, WI
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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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