Filbrandt Wealth Management, LLC

Wisconsin

Registered In

11/21/2017

Incorp. Date

Company Summary

Filbrandt Wealth Management, LLC in Wisconsin lists Patricia Jean Filbrandt of Middleton, WI.

Overview

Registered In

Wisconsin

Incorporation Date

11/21/2017

Company Type

Domestic Limited Liability Company

Status

Dissolved

Registration Type

Domestic

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People

Patricia Jean Filbrandt Registered Agent

8401 GREENWAY BLVD STE 212, MIDDLETON, WI 53562

Financials

Financial Information for Filbrandt Wealth Management, LLC

Form 5500

FILBRANDT WEALTH MANAGEMENT, LLC

8401 Greenway Blvd, Suite 212, Middleton, Wi 53562 (608) 836-3600 EIN:82-3538929 Plan Admin:Patricia Filbrandt

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2021	Plan NameFILBRANDT WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY24 / 0 Assets BOY/EOY$1,725,718 / $0	2021	FILBRANDT WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	24 / 0	$1,725,718 / $0
2020	Plan NameFILBRANDT WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY26 / 24 Assets BOY/EOY$1,508,669 / $1,725,718	2020	FILBRANDT WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	26 / 24	$1,508,669 / $1,725,718
2019	Plan NameFILBRANDT WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY26 / 26 Assets BOY/EOY$1,087,599 / $1,508,669	2019	FILBRANDT WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	26 / 26	$1,087,599 / $1,508,669

Benefit & Retirement Plans based on Form 5500.

PPP Loans

FILBRANDT WEALTH MANAGEMENT, LLC

8401 Greenway Blvd STE 212, Middleton, Wi 53562-3537

Loan Date	Approved	Forgiven	Lender	Jobs
04/07/2020	Approved$448,100 Forgiven$451,341 LenderThe Park Bank Jobs27	04/07/2020	$448,100	$451,341	The Park Bank	27

PPP Loans based on Paycheck Protection Program.

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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