Cleartrack Financial Advisors, LLC
Wisconsin
Wisconsin
Registered In
11/12/2015
Incorp. Date
Company Summary
Cleartrack Financial Advisors, LLC in Wisconsin lists Gregory S Weggeman of Sheboygan, WI.
- Registered In
- Wisconsin
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Restored to Good Standing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Gregory S Weggeman
Registered Agent
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2032 ERIE AVE, SHEBOYGAN, WI 53081
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Financial Information for Cleartrack Financial Advisors, LLC
Form 5500
CLEARTRACK FINANCIAL ADVISORS, LLC
2032 Erie Avenue, Sheboygan, Wi 53081 (847) 847-4304 EIN:47-5569837 Plan Admin:Ronald Peter Dales, Jr.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCLEARTRACK FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$586,623 / $871,357 | 2023 | CLEARTRACK FINANCIAL ADVISORS 401(K) PLAN - Plan #001 | 5 / 5 | $586,623 / $871,357 |
| 2022 | Plan NameCLEARTRACK FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$590,888 / $586,623 | 2022 | CLEARTRACK FINANCIAL ADVISORS 401(K) PLAN - Plan #001 | 5 / 5 | $590,888 / $586,623 |
| 2021 | Plan NameCLEARTRACK FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$418,964 / $590,888 | 2021 | CLEARTRACK FINANCIAL ADVISORS 401(K) PLAN - Plan #001 | 6 / 5 | $418,964 / $590,888 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CLEARTRACK FINANCIAL ADVISORS LLC
2032 Erie Ave, Sheboygan, Wi 53081-3711| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/08/2020 | Approved$108,900 Forgiven$109,619 LenderBank of Ann Arbor Jobs6 | 04/08/2020 | $108,900 | $109,619 | Bank of Ann Arbor | 6 |
PPP Loans based on Paycheck Protection Program.
Person/City Match:Gregory S Weggeman - Sheboygan, WI
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Gpg Holdings LLC
Registered in Wisconsin
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Sheboygan, 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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