Edge Advisors LLC

Wisconsin
Registered In
04/11/2012
Incorp. Date

Company Summary

Edge Advisors LLC in Wisconsin lists Andrew Lehmkuhl of Sobieski, WI.

Overview

Registered In
Wisconsin
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Organized
Registration Type
Domestic
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People

Andrew Lehmkuhl Registered Agent
140 BEAUMIER LN, SOBIESKI, WI 54171

Financials

Financial Information for Edge Advisors LLC

Form 5500

EDGE ADVISORS, LLC

1500 N Casaloma # 302, Appleton, Wi 54913 (920) 882-1072 EIN:45-5027098 Plan Admin:Marshall Watry
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameEDGE ADVISORS 401(K) PLAN Plan #002 Participants BOY/EOY16 / 23 Assets BOY/EOY$1,160,778 / $1,847,847 2023 EDGE ADVISORS 401(K) PLAN - Plan #002 16 / 23 $1,160,778 / $1,847,847
2022 Plan NameEDGE ADVISORS 401(K) PLAN Plan #002 Participants BOY/EOY17 / 16 Assets BOY/EOY$1,059,952 / $1,160,778 2022 EDGE ADVISORS 401(K) PLAN - Plan #002 17 / 16 $1,059,952 / $1,160,778
2021 Plan NameEDGE ADVISORS 401(K) PLAN Plan #002 Participants BOY/EOY16 / 17 Assets BOY/EOY$643,904 / $1,059,952 2021 EDGE ADVISORS 401(K) PLAN - Plan #002 16 / 17 $643,904 / $1,059,952
2020 Plan NameEDGE ADVISORS 401(K) PLAN Plan #002 Participants BOY/EOY15 / 16 Assets BOY/EOY$385,017 / $643,904 2020 EDGE ADVISORS 401(K) PLAN - Plan #002 15 / 16 $385,017 / $643,904
2019 Plan NameEDGE ADVISORS 401(K) PLAN Plan #002 Participants BOY/EOY15 / 15 Assets BOY/EOY$0 / $385,017 2019 EDGE ADVISORS 401(K) PLAN - Plan #002 15 / 15 $0 / $385,017
Benefit & Retirement Plans based on Form 5500.
PPP Loans

EDGE ADVISORS LLC

1500 N CASALOMA DR Unit# 302, APPLETON, WI 54913-8214 Industry:All Other Personal Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/06/2020 Approved$157,000 Forgiven$158,471 LenderBLC Community Bank Jobs18 04/06/2020 $157,000 $158,471 BLC Community Bank 18
PPP Loans based on Paycheck Protection Program.

Linked Companies

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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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