Denali Wealth Management, Inc.

Wisconsin

Registered In

01/20/2010

Incorp. Date

Company Summary

Denali Wealth Management, Inc. in Wisconsin lists Carl A. Valimont of Mequon, WI.

Carl A. Valimont Registered Agent

1325 W TOWNE SQUARE RD, MEQUON, WI 53092

Form 5500

1325 W Towne Square Rd, Mequon, Wi 53092 (414) 978-0020 EIN:27-1701487 Plan Admin:Carl Valimont

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDENALI WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$739,318 / $1,017,286	2023	DENALI WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$739,318 / $1,017,286
2022	Plan NameDENALI WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$801,494 / $739,318	2022	DENALI WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$801,494 / $739,318
2021	Plan NameDENALI WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$580,406 / $801,494	2021	DENALI WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$580,406 / $801,494
2020	Plan NameDENALI WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$547,222 / $580,406	2020	DENALI WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$547,222 / $580,406
2019	Plan NameDENALI WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$350,836 / $547,222	2019	DENALI WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$350,836 / $547,222

Benefit & Retirement Plans based on Form 5500.

PPP Loans

1325 West Towne Square Rd, Mequon, Wi 53092

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$69,532 Forgiven$70,182 LenderBMO Bank National Association Jobs5	05/01/2020	$69,532	$70,182	BMO Bank National Association	5

PPP Loans based on Paycheck Protection Program.

Person City Match:Mequon, 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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