Forward Financial Partners LLC

Wisconsin

Registered In

01/25/2016

Incorp. Date

Company Summary

Forward Financial Partners LLC in Wisconsin lists Dave Dziubek of Brookfield, WI.

Overview

Registered In

Wisconsin

Incorporation Date

01/25/2016

Company Type

Domestic Limited Liability Company

Status

Restored to Good Standing

Registration Type

Domestic

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People

Dave Dziubek Registered Agent

235 N EXECUTIVE DR STE 200, BROOKFIELD, WI 53005

Financials

Financial Information for Forward Financial Partners LLC

Form 5500

FORWARD FINANCIAL PARTNERS LLC

235 North Executive Dr., Suite 200, Brookfield, Wi 53005 (262) 373-6900 EIN:81-1497598 Plan Admin:Paul Nowak

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFORWARD FINANCIAL PARTNERS LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$762,385 / $1,063,745	2023	FORWARD FINANCIAL PARTNERS LLC 401(K) PLAN - Plan #001	9 / 9	$762,385 / $1,063,745
2022	Plan NameFORWARD FINANCIAL PARTNERS LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$795,352 / $762,385	2022	FORWARD FINANCIAL PARTNERS LLC 401(K) PLAN - Plan #001	8 / 9	$795,352 / $762,385
2021	Plan NameFORWARD FINANCIAL PARTNERS LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$601,645 / $795,352	2021	FORWARD FINANCIAL PARTNERS LLC 401(K) PLAN - Plan #001	8 / 8	$601,645 / $795,352
2020	Plan NameFORWARD FINANCIAL PARTNERS LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$365,498 / $601,645	2020	FORWARD FINANCIAL PARTNERS LLC 401(K) PLAN - Plan #001	9 / 8	$365,498 / $601,645
2019	Plan NameFORWARD FINANCIAL PARTNERS LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$188,231 / $365,498	2019	FORWARD FINANCIAL PARTNERS LLC 401(K) PLAN - Plan #001	8 / 9	$188,231 / $365,498

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Wisconsin Department of Financial Institutions • U.S. Department of Labor