Mersberger Financial Group, Inc.

Wisconsin

Registered In

12/30/1998

Incorp. Date

Company Summary

Mersberger Financial Group, Inc. in Wisconsin lists Peter J Mersberger of Sheboygan Falls, WI.

Peter J Mersberger Registered Agent

517 MONROE ST, SHEBOYGAN FALLS, WI 53085

Form 5500

517 Monroe St., Sheboygan Falls, Wi 53085 (920) 467-4909 EIN:39-1948878 Plan Admin:Josh Mersberger

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2021	Plan NameMERSBERGER FINANCIAL GROUP INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY18 / 23 Assets BOY/EOY$2,228,429 / $3,003,881	2021	MERSBERGER FINANCIAL GROUP INC. 401(K) PROFIT SHARING PLAN - Plan #001	18 / 23	$2,228,429 / $3,003,881
2020	Plan NameMERSBERGER FINANCIAL GROUP INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$1,756,633 / $2,228,429	2020	MERSBERGER FINANCIAL GROUP INC. 401(K) PROFIT SHARING PLAN - Plan #001	17 / 18	$1,756,633 / $2,228,429
2019	Plan NameMERSBERGER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$1,219,267 / $1,756,633	2019	MERSBERGER FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	17 / 17	$1,219,267 / $1,756,633

Benefit & Retirement Plans based on Form 5500.

PPP Loans

517 Monroe Street, Sheboygan Falls, Wi 53085-1433 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/06/2020	Approved$255,000 Forgiven$256,417 LenderBank First, N.A. Jobs15	04/06/2020	$255,000	$256,417	Bank First, N.A.	15

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Mersberger Financial Group, Inc. Registered in Iowa	Waterloo, IA		View Report

Person/City Match:Peter J Mersberger - Sheboygan Falls, WI

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Mersh’s Hideaway, LLC Registered in Wisconsin	Sheboygan Falls, WI	View Report
Michigan Acres, LLC Registered in Wisconsin	Sheboygan Falls, WI	View Report
U.P. Retreat, LLC Registered in Wisconsin	Sheboygan Falls, WI	View Report

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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