Leverty Financial Group, LLC

Wisconsin
Registered In
09/21/2020
Incorp. Date
Foreign
Registration Type

Company Summary

Leverty Financial Group, LLC in Wisconsin lists Michael Leverty of Hudson, WI.

Overview

Registered In
Wisconsin
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Registered
Registration Type
Foreign
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People

Michael Leverty Registered Agent
201 2ND ST S, HUDSON, WI 54016

Financials

Financial Information for Leverty Financial Group, LLC

Form 5500

LEVERTY FINANCIAL GROUP, LLC

201 2nd Street, Hudson, Wi 54016 (715) 377-2080 EIN:85-3028301 Plan Admin:Michael Leverty
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameLEVERTY FINANCIAL GROUP CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$227,366 / $374,866 2023 LEVERTY FINANCIAL GROUP CASH BALANCE PENSION PLAN - Plan #002 6 / 7 $227,366 / $374,866
2022 Plan NameLEVERTY FINANCIAL GROUP CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$116,576 / $227,366 2022 LEVERTY FINANCIAL GROUP CASH BALANCE PENSION PLAN - Plan #002 5 / 6 $116,576 / $227,366
2021 Plan NameLEVERTY FINANCIAL GROUP CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY7 / 5 Assets BOY/EOY$0 / $116,576 2021 LEVERTY FINANCIAL GROUP CASH BALANCE PENSION PLAN - Plan #002 7 / 5 $0 / $116,576
Benefit & Retirement Plans based on Form 5500.

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Person/City Match:Michael Leverty - Hudson, WI
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Sources

The following government agencies have contributed data:

• Wisconsin Department of Financial Institutions • U.S. Department of Labor
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