Kramer Investment and Insurance Services, Inc.

Wisconsin
Registered In
06/24/2015
Incorp. Date

Company Summary

Kramer Investment and Insurance Services, Inc. in Wisconsin lists James P. Kramer of Lake Geneva, WI.

Registered In
Wisconsin
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Businiess Corporation
Status
Incorporated/Qualified/Registered
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James P. Kramer Registered Agent
612 S WELLS ST STE G, LAKE GENEVA, WI 53147

Financial Information for Kramer Investment and Insurance Services, Inc.

Form 5500

KRAMER INVESTMENT AND INSURANCE SERVICES, INC.

612 S. Wells Street, UNIT G, Lake Geneva, Wi 53147 (262) 729-4128 EIN:47-4403379 Plan Admin:Cetera Retirement Plan Specialists
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameKRAMER INVESTMENT AND INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$39,495 / $59,114 2023 KRAMER INVESTMENT AND INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001 1 / 2 $39,495 / $59,114
2022 Plan NameKRAMER INVESTMENT AND INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 1 Assets BOY/EOY$28,340 / $39,495 2022 KRAMER INVESTMENT AND INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001 2 / 1 $28,340 / $39,495
2021 Plan NameKRAMER INVESTMENT AND INSURANCE SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $28,340 2021 KRAMER INVESTMENT AND INSURANCE SERVICES, INC. 401(K) PLAN - Plan #001 2 / 2 $0 / $28,340
Benefit & Retirement Plans based on Form 5500.
Person/City Match:James P Kramer - Lake Geneva, WI
Kramer Investment Services, LLC 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
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