Ownersedge Inc.

Wisconsin

Registered In

05/22/2014

Incorp. Date

Company Summary

Ownersedge Inc. in Wisconsin lists Christine Adee of Waukesha, WI.

Overview

Registered In

Wisconsin

Incorporation Date

05/22/2014

Company Type

Domestic Businiess Corporation

Status

Restored to Good Standing

Registration Type

Domestic

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People

Christine Adee Registered Agent

N16W23217 STONE RIDGE DR STE 250, WAUKESHA, WI 53188

Financials

Financial Information for Ownersedge Inc.

Form 5500

OWNERSEDGE INC.

N16 W23217 Stone Ridge Dr, STE 250, Waukesha, Wi 53188 (262) 523-0299 EIN:47-2035141 Plan Admin:Rebecca Foat

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameOWNERSEDGE EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY347 / 333 Assets BOY/EOY$65,435,851 / $68,555,379	2022	OWNERSEDGE EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	347 / 333	$65,435,851 / $68,555,379
2022	Plan NameOWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY398 / 372 Assets BOY/EOY$20,392,187 / $18,310,287	2022	OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	398 / 372	$20,392,187 / $18,310,287
2022	Plan NameOWNERSEDGE INC. HEALTH & WELFARE PLAN Plan #501 Participants BOY/EOY259 / 0 Assets BOY/EOY$0 / $0	2022	OWNERSEDGE INC. HEALTH & WELFARE PLAN - Plan #501	259 / 0	$0 / $0
2021	Plan NameOWNERSEDGE EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY341 / 325 Assets BOY/EOY$57,101,237 / $65,435,851	2021	OWNERSEDGE EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	341 / 325	$57,101,237 / $65,435,851
2021	Plan NameOWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY366 / 390 Assets BOY/EOY$18,559,875 / $20,392,187	2021	OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	366 / 390	$18,559,875 / $20,392,187
2021	Plan NameOWNERSEDGE INC. HEALTH & WELFARE PLAN Plan #501 Participants BOY/EOY300 / 0 Assets BOY/EOY$0 / $0	2021	OWNERSEDGE INC. HEALTH & WELFARE PLAN - Plan #501	300 / 0	$0 / $0
2020	Plan NameOWNERSEDGE EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY328 / 314 Assets BOY/EOY$45,555,282 / $57,101,237	2020	OWNERSEDGE EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	328 / 314	$45,555,282 / $57,101,237
2020	Plan NameOWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY378 / 361 Assets BOY/EOY$14,966,245 / $18,559,875	2020	OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	378 / 361	$14,966,245 / $18,559,875
2019	Plan NameOWNERSEDGE EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY284 / 295 Assets BOY/EOY$42,271,621 / $45,555,282	2019	OWNERSEDGE EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	284 / 295	$42,271,621 / $45,555,282
2019	Plan NameOWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY289 / 373 Assets BOY/EOY$11,863,292 / $14,966,245	2019	OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN - Plan #001	289 / 373	$11,863,292 / $14,966,245

Benefit & Retirement Plans based on Form 5500.

PPP Loans

OWNERSEDGE INC.

N16 W23217 Stone Ridge Drive Ste 250, WAUKESHA, WI 53188 Industry:Other Electronic Parts and Equipment Merchant Wholesalers

Loan Date	Approved	Forgiven	Lender	Jobs
04/05/2020	Approved$4,483,700 Forgiven$4,535,170 LenderFirst Business Bank Jobs303	04/05/2020	$4,483,700	$4,535,170	First Business Bank	303

PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• Wisconsin Department of Financial Institutions • U.S. Department of Labor • U.S. Small Business Administration