Cape Financial Group, LLC

Wisconsin
Registered In
12/01/2011
Incorp. Date

Company Summary

Cape Financial Group, LLC in Wisconsin lists James F. Cape of Green Bay, WI.

Registered In
Wisconsin
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Restored to Good Standing
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James F. Cape Registered Agent
2345 E MASON ST, GREEN BAY, WI 54302

Financial Information for Cape Financial Group, LLC

Form 5500

CAPE FINANCIAL GROUP LLC

2345 E Mason St, Green Bay, Wi 54302 (920) 272-2273 EIN:45-3998141 Plan Admin:James Cape
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCAPE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$467,963 / $623,575 2023 CAPE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 8 / 8 $467,963 / $623,575
2022 Plan NameCAPE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$622,462 / $467,963 2022 CAPE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 8 / 8 $622,462 / $467,963
2021 Plan NameCAPE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$427,910 / $622,462 2021 CAPE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 7 / 8 $427,910 / $622,462
2020 Plan NameCAPE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$366,699 / $427,910 2020 CAPE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 6 / 7 $366,699 / $427,910
2019 Plan NameCAPE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$351,289 / $366,699 2019 CAPE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 4 / 6 $351,289 / $366,699
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CAPE FINANCIAL GROUP, LLC

2345 E Mason St, Green Bay, Wi 54302-3764 Ethnicity:Not Hispanic or Latino Race:White
Loan Date Approved Forgiven Lender Jobs
04/03/2020 Approved$70,500 Forgiven$71,115 LenderBank First, N.A. Jobs6 04/03/2020 $70,500 $71,115 Bank First, N.A. 6
PPP Loans based on Paycheck Protection Program.
Related Business Names:
Cape Financial Group LLC Registered in Virginia
Virginia View Report
Person/City Match:James F Cape - Green Bay, WI
Timothy F. Cape, LLC Registered in Wisconsin
Green Bay, WI View Report
Winter Glen Properties, LLC Registered in Wisconsin
Green Bay, 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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