Jasen Wealth Advisors, LLC
Wisconsin
Wisconsin
Registered In
07/23/2014
Incorp. Date
Company Summary
Jasen Wealth Advisors, LLC in Wisconsin lists Anthony J Jasen of West Bend, WI.
- Registered In
- Wisconsin
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Restored to Good Standing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Anthony J Jasen
Registered Agent
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143 S MAIN ST FL 1, WEST BEND, WI 53095-3367
(View Past Addresses)
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Financial Information for Jasen Wealth Advisors, LLC
Form 5500
JASEN WEALTH ADVISORS, LLC
143 S Main Street, First Floor, West Bend, Wi 53095 (262) 247-8055 EIN:47-1563414 Plan Admin:Sara Kahl| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameJASEN WEALTH ADVISORS, LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY19 / 17 Assets BOY/EOY$2,551,089 / $2,052,343 | 2022 | JASEN WEALTH ADVISORS, LLC RETIREMENT SAVINGS PLAN - Plan #001 | 19 / 17 | $2,551,089 / $2,052,343 |
| 2021 | Plan NameJASEN WEALTH ADVISORS, LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY18 / 19 Assets BOY/EOY$2,124,195 / $2,551,089 | 2021 | JASEN WEALTH ADVISORS, LLC RETIREMENT SAVINGS PLAN - Plan #001 | 18 / 19 | $2,124,195 / $2,551,089 |
| 2020 | Plan NameJASEN WEALTH ADVISORS, LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY15 / 17 Assets BOY/EOY$1,602,799 / $2,124,195 | 2020 | JASEN WEALTH ADVISORS, LLC RETIREMENT SAVINGS PLAN - Plan #001 | 15 / 17 | $1,602,799 / $2,124,195 |
| 2019 | Plan NameJASEN WEALTH ADVISORS, LLC RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY20 / 16 Assets BOY/EOY$0 / $0 | 2019 | JASEN WEALTH ADVISORS, LLC RETIREMENT SAVINGS PLAN - Plan #001 | 20 / 16 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
JASEN WEALTH ADVISORS, LLC
143 S Main St, West Bend, Wi 53095-3321 Ethnicity:Not Hispanic or Latino| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$149,273 Forgiven$150,193 LenderTSB Bank Jobs13 | 04/11/2020 | $149,273 | $150,193 | TSB Bank | 13 |
PPP Loans based on Paycheck Protection Program.
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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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