Spectrum Investment Advisors, Inc.
Wisconsin
Wisconsin
Registered In
12/23/1994
Incorp. Date
Company Summary
Spectrum Investment Advisors, Inc. in Wisconsin lists James F Marshall of Mequon, WI.
Overview
Registered In
Wisconsin
Incorporation Date
Company Type
Close Corporation
Status
Restored to Good Standing
Registration Type
Domestic
Search Other Resources
People
|
James F Marshall
Registered Agent
|
6329 W MEQUON RD, MEQUON, WI 53092
|
Financials
Financial Information for Spectrum Investment Advisors, Inc.
Form 5500
SPECTRUM INVESTMENT ADVISORS, INC.
6329 West Mequon Road, Mequon, Wi 53092 (262) 238-4010 EIN:39-1828175 Plan Admin:Jonathan Marshall| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSPECTRUM INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY33 / 35 Assets BOY/EOY$6,157,330 / $5,551,920 | 2022 | SPECTRUM INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 | 33 / 35 | $6,157,330 / $5,551,920 |
| 2021 | Plan NameSPECTRUM INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY32 / 33 Assets BOY/EOY$5,113,470 / $6,157,330 | 2021 | SPECTRUM INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 | 32 / 33 | $5,113,470 / $6,157,330 |
| 2020 | Plan NameSPECTRUM INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY30 / 31 Assets BOY/EOY$4,155,574 / $5,113,470 | 2020 | SPECTRUM INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 | 30 / 31 | $4,155,574 / $5,113,470 |
| 2019 | Plan NameSPECTRUM INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY28 / 30 Assets BOY/EOY$3,101,605 / $4,155,574 | 2019 | SPECTRUM INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 | 28 / 30 | $3,101,605 / $4,155,574 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SPECTRUM INVESTMENT ADVISORS, INC.
6329 W Mequon Rd, Mequon, Wi 53092-1835 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/08/2020 | Approved$402,600 Forgiven$400,099 LenderCitizens Bank Jobs25 | 04/08/2020 | $402,600 | $400,099 | Citizens Bank | 25 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Person/City Match:James F Marshall - Mequon, WI
|
Hcap Strategies, Inc.
Registered in Pennsylvania
|
Mequon, WI Yardley, PA | View Report | |
|
Spectrum Investment Center, LLC
Registered in Wisconsin
|
Mequon, 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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You can easily find answers to common questions on the Frequently Asked Questions page.
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