Engelson and Associates, LTD.

Wisconsin

Registered In

12/13/1988

Incorp. Date

Foreign

Registration Type

Minnesota

Foreign Jurisdiction

Company Summary

Engelson and Associates, LTD. in Wisconsin lists William Sherry of La Crosse, WI.

William Sherry Registered Agent

3317 MORMON COULEE RD, LA CROSSE, WI 54601

Form 5500

3317 Mormon Coulee Road, Lacrosse, Wi 54601 (608) 788-2181 EIN:39-1625814 Plan Admin:William Sherry

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameENGELSON AND ASSOCIATES, LTD 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY20 / 21 Assets BOY/EOY$2,654,850 / $3,943,187	2023	ENGELSON AND ASSOCIATES, LTD 401(K) RETIREMENT PLAN - Plan #001	20 / 21	$2,654,850 / $3,943,187
2022	Plan NameENGELSON AND ASSOCIATES, LTD 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY17 / 21 Assets BOY/EOY$3,028,271 / $2,654,850	2022	ENGELSON AND ASSOCIATES, LTD 401(K) RETIREMENT PLAN - Plan #001	17 / 21	$3,028,271 / $2,654,850

Benefit & Retirement Plans based on Form 5500.

PPP Loans

3317 Mormon Coulee Road, La Crosse, Wi 54601-6749 Industry:Offices of Certified Public Accountants

Loan Date	Approved	Forgiven	Lender	Jobs
04/04/2020	Approved$209,300 Forgiven$210,887 LenderMerchants Bank, National Association Jobs16	04/04/2020	$209,300	$210,887	Merchants Bank, National Association	16

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Engelson and Associates, LTD. Registered in Minnesota	La Crosse, WI		View Report

Person/City Match:William Sherry - La Crosse, WI

Norse Holding Group, Inc. Registered in Wisconsin	La Crosse, WI		View Report
501 Empire Street LLC Registered in Wisconsin	La Crosse, 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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