Verstegen Wealth Management LLC
Wisconsin
Wisconsin
Registered In
01/27/2012
Incorp. Date
Company Summary
Verstegen Wealth Management LLC in Wisconsin lists Michael R. Verstegen of Kimberly, WI.
Overview
Registered In
Wisconsin
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Restored to Good Standing
Registration Type
Domestic
Search Other Resources
People
|
Michael R. Verstegen
Registered Agent
|
707 COBBLESTONE LN, KIMBERLY, WI 54136
(View Past Addresses)
|
Financials
Financial Information for Verstegen Wealth Management LLC
Form 5500
VERSTEGEN WEALTH MANAGEMENT, LLC
707 Cobblestone Lane, Kimberly, Wi 54136 (920) 560-5600 EIN:45-4383712 Plan Admin:Michael Verstegen| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameVERSTEGEN WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$1,290,439 / $1,055,648 | 2022 | VERSTEGEN WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 8 / 7 | $1,290,439 / $1,055,648 |
| 2021 | Plan NameVERSTEGEN WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$975,380 / $1,290,439 | 2021 | VERSTEGEN WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 5 / 6 | $975,380 / $1,290,439 |
| 2020 | Plan NameVERSTEGEN WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$689,318 / $975,380 | 2020 | VERSTEGEN WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 5 / 6 | $689,318 / $975,380 |
| 2019 | Plan NameVERSTEGEN WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$465,698 / $689,318 | 2019 | VERSTEGEN WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 6 / 5 | $465,698 / $689,318 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
VERSTEGEN WEALTH MANAGEMENT, LLC
702 EISENHOWER DR Suite A, KIMBERLY, WI 54136-2141 Industry:All Other Professional, Scientific, and Technical Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$71,900 Forgiven$72,383 LenderBLC Community Bank Jobs5 | 04/07/2020 | $71,900 | $72,383 | BLC Community Bank | 5 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Person/City Match:Michael R Verstegen - Kimberly, WI
|
Vanden Boom Verstegen Properties, LLC
Registered in Wisconsin
|
Kimberly, 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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