Innovative Benefit Solutions, Inc.

Wisconsin
Registered In
12/27/1995
Incorp. Date

Company Summary

Innovative Benefit Solutions, Inc. in Wisconsin lists Frank W Bastian of Milwaukee, WI.

Overview

Registered In
Wisconsin
Incorporation Date
Company Type
Domestic Businiess Corporation
Status
Restored to Good Standing
Registration Type
Domestic
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People

Frank W Bastian Registered Agent
111 E WISCONSIN AVE STE 1800, MILWAUKEE, WI 53202

Financials

Financial Information for Innovative Benefit Solutions, Inc.

Form 5500

INNOVATIVE BENEFIT SOLUTIONS INC

11057 N Towne Square Rd, Mequon, Wi 53092 (262) 241-2500 EIN:39-1840568 Plan Admin:Dawn Marking
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameINNOVATIVE BENEFIT SOLUTIONS I 401(K) PROFIT SHARING PLAN & TRU Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,623,555 / $2,078,140 2023 INNOVATIVE BENEFIT SOLUTIONS I 401(K) PROFIT SHARING PLAN & TRU - Plan #001 4 / 5 $1,623,555 / $2,078,140
2022 Plan NameINNOVATIVE BENEFIT SOLUTIONS I 401(K) PROFIT SHARING PLAN & TRU Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,179,216 / $1,623,555 2022 INNOVATIVE BENEFIT SOLUTIONS I 401(K) PROFIT SHARING PLAN & TRU - Plan #001 4 / 4 $2,179,216 / $1,623,555
2021 Plan NameINNOVATIVE BENEFIT SOLUTIONS I 401(K) PROFIT SHARING PLAN & TRU Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,861,353 / $2,179,216 2021 INNOVATIVE BENEFIT SOLUTIONS I 401(K) PROFIT SHARING PLAN & TRU - Plan #001 4 / 4 $1,861,353 / $2,179,216
2020 Plan NameINNOVATIVE BENEFIT SOLUTIONS I 401(K) PROFIT SHARING PLAN & TRU Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,301,885 / $1,861,353 2020 INNOVATIVE BENEFIT SOLUTIONS I 401(K) PROFIT SHARING PLAN & TRU - Plan #001 4 / 4 $1,301,885 / $1,861,353
2019 Plan NameINNOVATIVE BENEFIT SOLUTIONS I 401(K) PROFIT SHARING PLAN & TRU Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,034,477 / $1,301,885 2019 INNOVATIVE BENEFIT SOLUTIONS I 401(K) PROFIT SHARING PLAN & TRU - Plan #001 5 / 4 $1,034,477 / $1,301,885
Benefit & Retirement Plans based on Form 5500.
PPP Loans

INNOVATIVE BENEFIT SOLUTIONS, INC.

11057 Towne Rd N, Mequon, Wi 53092 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$46,815 Forgiven$47,255 LenderU.S. Bank, National Association Jobs4 05/01/2020 $46,815 $47,255 U.S. Bank, National Association 4
PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:
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Innovative Benefit Solutions, Inc. Registered in North Carolina
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Innovative Benefit Solutions, Inc. Registered in Oklahoma
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Innovative Benefit Solutions Inc. Registered in Minnesota
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Innovative Employee Benefit Solutions, Inc. Registered in North Dakota
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Innovative Employee Benefit Solutions, Inc. Registered in North Dakota
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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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