Geneva Partners, LLC

Wisconsin

Registered In

02/11/2004

Incorp. Date

Company Summary

Geneva Partners, LLC in Wisconsin lists Steven Schwefel of Lake Geneva, WI.

Steven Schwefel Registered Agent

772 W MAIN ST STE 772, LAKE GENEVA, WI 53147-1835

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Form 5500

772 West Main St, Lake Geneva, Wi 53147 (262) 248-1350 EIN:68-0580610 Plan Admin:Steven Schwefel

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameGENEVA PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$821,910 / $970,862	2023	GENEVA PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$821,910 / $970,862
2022	Plan NameGENEVA PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$791,536 / $821,910	2022	GENEVA PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$791,536 / $821,910
2021	Plan NameGENEVA PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$595,566 / $791,536	2021	GENEVA PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$595,566 / $791,536
2020	Plan NameGENEVA PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$463,152 / $595,566	2020	GENEVA PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$463,152 / $595,566
2019	Plan NameGENEVA PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$324,609 / $463,152	2019	GENEVA PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$324,609 / $463,152

Benefit & Retirement Plans based on Form 5500.

PPP Loans

772 West Main ST Suite 301, Lake Geneva, Wi 53147

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$63,905 Forgiven$64,546 LenderBMO Bank National Association Jobs5	04/14/2020	$63,905	$64,546	BMO Bank National Association	5

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Geneva Partners 1 LLC Registered in New York	Brooklyn, NY	View Report
Geneva Partners LLC Registered in New York	Brooklyn, NY	View Report
Geneva Partners, LLC Registered in Michigan	Plymouth, MI Lake Geneva, WI	View Report
Geneva Partners, LLC Registered in Arizona	Scottsdale, AZ	View Report
Geneva Acquisition Partners, LLC Registered in Utah	Lehi, UT	View Report
Geneva Management Partners, LLC Registered in Utah	Saint George, UT	View Report
Geneva Partners II, LLC Registered in Idaho	Ketchum, ID	View Report
Geneva Partners, LLC Registered in Idaho	Ketchum, ID	View Report
Geneva Partners LLC Registered in Colorado	Colorado Springs, CO	View Report
Geneva Partners, LLC Registered in Colorado	Greenwood Village, CO	View Report
Lake Geneva Partners, LLC Registered in Nevada	Reno, NV	View Report
Geneva Venture Partners, LLC Registered in California	Universal City, CA (1 more)	View Report
Geneva Partners LLC Registered in Texas	San Antonio, TX	View Report
Geneva Lake Partners, LLC Registered in Texas	Flower Mound, TX	View Report
Geneva Partners, LLC Registered in Florida	Chicago, IL	View Report
Geneva Partners III, LLC Registered in Idaho	Ketchum, ID	View Report
Geneva Partners, LLC Registered in Nevada	Nevada	View Report
Geneva Legacy Partners, LLC Registered in Wisconsin	Milwaukee, WI	View Report
Geneva Capital Partners, LLC Registered in Texas	Houston, TX	View Report

Person/City Match:Steven Schwefel - Lake Geneva, WI

Academy Estates Lake and Tennis Association, Inc. Registered in Wisconsin	Lake Geneva, WI		View Report

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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