Estate Counselors, LLC

Wisconsin

Registered In

12/19/2009

Incorp. Date

Company Summary

Estate Counselors, LLC in Wisconsin lists Andrew J. Willms Esq of Thiensville, WI.

Andrew J. Willms Esq Registered Agent

414 N MAIN ST, THIENSVILLE, WI 53092

Form 5500

414 N Main St, Thiensville, Wi 53092 (262) 238-6980 EIN:27-1528038 Plan Admin:Andrew Willms

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameESTATE COUNSELORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$324,802 / $495,645	2023	ESTATE COUNSELORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	7 / 8	$324,802 / $495,645
2022	Plan NameESTATE COUNSELORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$278,320 / $324,802	2022	ESTATE COUNSELORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	6 / 7	$278,320 / $324,802
2021	Plan NameESTATE COUNSELORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$534,869 / $278,320	2021	ESTATE COUNSELORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	7 / 6	$534,869 / $278,320
2020	Plan NameESTATE COUNSELORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$389,155 / $534,869	2020	ESTATE COUNSELORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$389,155 / $534,869
2019	Plan NameESTATE COUNSELORS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$252,454 / $389,155	2019	ESTATE COUNSELORS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$252,454 / $389,155

Benefit & Retirement Plans based on Form 5500.

PPP Loans

414 Main ST N, Thiensville, Wi 53092 Industry:Other Individual and Family Services

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$109,087 Forgiven$110,145 LenderU.S. Bank, National Association Jobs7	05/01/2020	$109,087	$110,145	U.S. Bank, National Association	7

PPP Loans based on Paycheck Protection Program.

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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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