Martin Funds Limited in Wisconsin lists Jeffrey J Martin of Menomonee Falls, WI.
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Jeffrey J Martin
Registered Agent
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W156N8327 PILGRIM RD STE 201, MENOMONEE FALLS, WI 53051
(View Past Addresses)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMARTIN FUNDS, LTD. RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$382,647 / $589,978 | 2023 | MARTIN FUNDS, LTD. RETIREMENT PLAN - Plan #001 | 7 / 8 | $382,647 / $589,978 |
| 2022 | Plan NameMARTIN FUNDS, LTD. 401(K) P/S PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$263,240 / $382,647 | 2022 | MARTIN FUNDS, LTD. 401(K) P/S PLAN - Plan #001 | 6 / 7 | $263,240 / $382,647 |
| 2021 | Plan NameMARTIN FUNDS, LTD. 401(K) P/S PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$173,254 / $263,240 | 2021 | MARTIN FUNDS, LTD. 401(K) P/S PLAN - Plan #001 | 6 / 6 | $173,254 / $263,240 |
| 2020 | Plan NameMARTIN FUNDS, LTD. 401(K) P/S PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$82,150 / $173,254 | 2020 | MARTIN FUNDS, LTD. 401(K) P/S PLAN - Plan #001 | 4 / 6 | $82,150 / $173,254 |
| 2019 | Plan NameMARTIN FUNDS, LTD. 401(K) P/S PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$32,696 / $82,150 | 2019 | MARTIN FUNDS, LTD. 401(K) P/S PLAN - Plan #001 | 4 / 4 | $32,696 / $82,150 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$37,365 Forgiven$37,733 LenderJPMorgan Chase Bank, National Association Jobs6 | 05/01/2020 | $37,365 | $37,733 | JPMorgan Chase Bank, National Association | 6 |
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Menomonee Falls, WI | View Report |