Lakeside Financial Consultants, Inc.

Wisconsin

Registered In

06/09/2005

Incorp. Date

Company Summary

Lakeside Financial Consultants, Inc. in Wisconsin lists Rick R Flora of Medford, WI.

Rick R Flora Registered Agent

1270 S 8TH STREET PO BOX 387, MEDFORD, WI 54451 (View Past Addresses)

Form 5500

880 E. Perkins Street, Medford, Wi 54451 (715) 748-4592 EIN:20-3057218 Plan Admin:Patricia L Flora

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLAKESIDE FINANCIAL CONSULTANTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 0 Assets BOY/EOY$1,191,527 / $0	2022	LAKESIDE FINANCIAL CONSULTANTS, INC. 401(K) PLAN - Plan #001	7 / 0	$1,191,527 / $0
2021	Plan NameLAKESIDE FINANCIAL CONSULTANTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$959,593 / $1,191,527	2021	LAKESIDE FINANCIAL CONSULTANTS, INC. 401(K) PLAN - Plan #001	8 / 7	$959,593 / $1,191,527
2020	Plan NameLAKESIDE FINANCIAL CONSULTANTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$692,301 / $959,593	2020	LAKESIDE FINANCIAL CONSULTANTS, INC. 401(K) PLAN - Plan #001	8 / 8	$692,301 / $959,593
2019	Plan NameLAKESIDE FINANCIAL CONSULTANTS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$508,005 / $692,939	2019	LAKESIDE FINANCIAL CONSULTANTS, INC. 401(K) PLAN - Plan #001	5 / 5	$508,005 / $692,939

Benefit & Retirement Plans based on Form 5500.

PPP Loans

880 E Perkins Street, MEDFORD, WI 54451-1929 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
04/04/2020	Approved$67,800 Forgiven$68,167 LenderAbbyBank Jobs6	04/04/2020	$67,800	$68,167	AbbyBank	6

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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