Jmr Financial Group, Inc.

Wisconsin

Registered In

03/28/2016

Incorp. Date

Foreign

Registration Type

Minnesota

Foreign Jurisdiction

Company Summary

Jmr Financial Group, Inc. in Wisconsin lists Robin L Rosenbaum of Superior, WI.

Overview

Registered In

Wisconsin

Incorporation Date

03/28/2016

Company Type

Foreign Corporation

Status

Incorporated/Qualified/Registered

Registration Type

Foreign

Foreign Jurisdiction

Minnesota

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People

Robin L Rosenbaum Registered Agent

56 BILLINGS LN, SUPERIOR, WI 54880 (View Past Addresses)

Financials

Financial Information for Jmr Financial Group, Inc.

Form 5500

JMR FINANCIAL GROUP, INC.

1225 Tower Avenue, Suite 305, Superior, Wi 54880 (715) 392-0202 EIN:41-1411442 Plan Admin:Jmr Financial Group, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameJMR FINANCIAL GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,311,951 / $1,025,443	2022	JMR FINANCIAL GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	12 / 12	$1,311,951 / $1,025,443
2021	Plan NameJMR FINANCIAL GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$983,324 / $1,311,951	2021	JMR FINANCIAL GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	13 / 12	$983,324 / $1,311,951
2020	Plan NameJMR FINANCIAL GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$595,076 / $983,324	2020	JMR FINANCIAL GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	10 / 11	$595,076 / $983,324
2019	Plan NameJMR FINANCIAL GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$435,199 / $595,076	2019	JMR FINANCIAL GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	8 / 8	$435,199 / $595,076

Benefit & Retirement Plans based on Form 5500.

PPP Loans

JMR FINANCIAL GROUP, INC.

1225 Tower Avenue Suite 305, SUPERIOR, WI 54880-1503 Industry:Offices of Certified Public Accountants Ethnicity:Not Hispanic or Latino Race:White

Loan Date	Approved	Forgiven	Lender	Jobs
04/06/2020	Approved$129,500 Forgiven$130,518 LenderNational Bank of Commerce Jobs12	04/06/2020	$129,500	$130,518	National Bank of Commerce	12

PPP Loans based on Paycheck Protection Program.

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Person City Match:Superior, WI

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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