Ellenbecker Investment Group, Inc.
Wisconsin
Wisconsin
Registered In
12/26/1996
Incorp. Date
Company Summary
Ellenbecker Investment Group, Inc. in Wisconsin lists Karen J Ellenbecker of Pewaukee, WI.
Overview
Registered In
Wisconsin
Incorporation Date
Company Type
Close Corporation
Status
Restored to Good Standing
Registration Type
Domestic
Search Other Resources
People
|
Karen J Ellenbecker
Registered Agent
|
N35W23877 HIGHFIELD CT STE 200, PEWAUKEE, WI 53072
|
Financials
Financial Information for Ellenbecker Investment Group, Inc.
Form 5500
ELLENBECKER INVESTMENT GROUP, INC.
N21 W23350 Ridgeview Parkway, Waukesha, Wi 53188 (262) 691-3200 EIN:39-1868175 Plan Admin:Julie Ann Lipsky| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameELLENBECKER INVESTMENT GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY56 / 59 Assets BOY/EOY$6,048,471 / $8,101,991 | 2023 | ELLENBECKER INVESTMENT GROUP, INC. 401(K) PLAN - Plan #001 | 56 / 59 | $6,048,471 / $8,101,991 |
| 2022 | Plan NameELLENBECKER INVESTMENT GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY50 / 56 Assets BOY/EOY$6,493,795 / $6,048,471 | 2022 | ELLENBECKER INVESTMENT GROUP, INC. 401(K) PLAN - Plan #001 | 50 / 56 | $6,493,795 / $6,048,471 |
| 2021 | Plan NameELLENBECKER INVESTMENT GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY40 / 45 Assets BOY/EOY$4,882,535 / $6,493,795 | 2021 | ELLENBECKER INVESTMENT GROUP, INC. 401(K) PLAN - Plan #001 | 40 / 45 | $4,882,535 / $6,493,795 |
| 2020 | Plan NameELLENBECKER INVESTMENT GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY39 / 40 Assets BOY/EOY$4,410,115 / $4,882,535 | 2020 | ELLENBECKER INVESTMENT GROUP, INC. 401(K) PLAN - Plan #001 | 39 / 40 | $4,410,115 / $4,882,535 |
| 2019 | Plan NameELLENBECKER INVESTMENT GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY32 / 39 Assets BOY/EOY$3,026,100 / $4,410,115 | 2019 | ELLENBECKER INVESTMENT GROUP, INC. 401(K) PLAN - Plan #001 | 32 / 39 | $3,026,100 / $4,410,115 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ELLENBECKER INVESTMENT GROUP INC.
N35 W23877 Highfield Ct. Ste 200, PEWAUKEE, WI 53072 Industry:Administrative Management and General Management Consulting Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$466,000 Forgiven$470,078 LenderTown Bank, National Association Jobs34 | 04/07/2020 | $466,000 | $470,078 | Town Bank, National Association | 34 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
|
Ellenbecker Investment Group, Inc.
Registered in Pennsylvania
|
View Report | ||
|
Ellenbecker Investment Group Charitable Foundation, Inc.
Registered in Wisconsin
|
Waukesha, WI | View Report |
Person/City Match:Karen J Ellenbecker - Pewaukee, WI
|
Lifetime Planning Institute, Inc.
Registered in Wisconsin
|
Pewaukee, WI | View Report | |
|
Reconstruct, Inc.
Registered in Wisconsin
|
Pewaukee, WI | View Report | |
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Pillows With Wings, Inc.
Registered in Wisconsin
|
Pewaukee, 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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