Istream Financial Services, Inc.
Wisconsin
Wisconsin
Registered In
08/04/2004
Incorp. Date
Company Summary
Istream Financial Services, Inc. in Wisconsin lists Jan A Erickson of Brookfield, WI.
Overview
Registered In
Wisconsin
Incorporation Date
Company Type
Domestic Businiess Corporation
Status
Incorporated/Qualified/Registered
Registration Type
Domestic
Search Other Resources
People
|
Jan A Erickson
Registered Agent
|
13555 BISHOPS CT, BROOKFIELD, WI 53005
|
Financials
Financial Information for Istream Financial Services, Inc.
Form 5500
ISTREAM FINANCIAL SERVICES, INC.
13555 Bishops Court Suite 102, Brookfield, Wi 53005 (262) 432-1549 EIN:20-1445250 Plan Admin:Michelle Bondar| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameISTREAM FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY70 / 59 Assets BOY/EOY$2,531,242 / $2,990,148 | 2023 | ISTREAM FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 70 / 59 | $2,531,242 / $2,990,148 |
| 2022 | Plan NameISTREAM FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY52 / 70 Assets BOY/EOY$2,945,718 / $2,531,242 | 2022 | ISTREAM FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 52 / 70 | $2,945,718 / $2,531,242 |
| 2021 | Plan NameISTREAM FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY75 / 67 Assets BOY/EOY$2,148,043 / $2,945,718 | 2021 | ISTREAM FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 75 / 67 | $2,148,043 / $2,945,718 |
| 2020 | Plan NameISTREAM FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY66 / 75 Assets BOY/EOY$1,629,057 / $2,148,043 | 2020 | ISTREAM FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 66 / 75 | $1,629,057 / $2,148,043 |
| 2019 | Plan NameISTREAM FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY56 / 66 Assets BOY/EOY$1,287,852 / $1,629,057 | 2019 | ISTREAM FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 56 / 66 | $1,287,852 / $1,629,057 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ISTREAM FINANCIAL SERVICES INC
13555 Bishop Court Suite 102, BROOKFIELD, WI 53005-6201 Industry:Financial Transactions Processing, Reserve, and Clearinghouse Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/08/2020 | Approved$824,280 Forgiven$834,538 LenderFirst PREMIER Bank Jobs54 | 04/08/2020 | $824,280 | $834,538 | First PREMIER Bank | 54 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Person/City Match:Jan A Erickson - Brookfield, WI
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Ilease Direct, Inc.
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Iteam Companies, Inc.
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|
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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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