Port Advisors, LLC

Wisconsin

Registered In

08/10/2001

Incorp. Date

Company Summary

Port Advisors, LLC in Wisconsin lists William Penkwitz of Milwaukee, WI.

Registered In: Wisconsin
Incorporation Date: 08/10/2001
Registration Type: Domestic
Company Type: Domestic Limited Liability Company
Status: Organized
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William Penkwitz Registered Agent

322 E MICHIGAN ST STE 500, MILWAUKEE, WI 53202

Financial Information for Port Advisors, LLC

Form 5500

PORT ADVISORS, LLC

322 East Michigan Street Suite 500, Milwaukee, Wi 53202 (414) 225-0484 EIN:37-2036231 Plan Admin:William T. Penkwitz

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePORT ADVISORS, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY2 / 4 Assets BOY/EOY$1,608,856 / $2,561,000	2023	PORT ADVISORS, LLC CASH BALANCE PENSION PLAN - Plan #002	2 / 4	$1,608,856 / $2,561,000
2023	Plan NamePORT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$587,848 / $1,001,813	2023	PORT ADVISORS, LLC 401(K) PLAN - Plan #001	10 / 11	$587,848 / $1,001,813
2022	Plan NamePORT ADVISORS, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,905,987 / $1,608,856	2022	PORT ADVISORS, LLC CASH BALANCE PENSION PLAN - Plan #002	2 / 2	$1,905,987 / $1,608,856
2022	Plan NamePORT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$695,605 / $587,848	2022	PORT ADVISORS, LLC 401(K) PLAN - Plan #001	9 / 10	$695,605 / $587,848
2021	Plan NamePORT ADVISORS, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,471,927 / $1,905,987	2021	PORT ADVISORS, LLC CASH BALANCE PENSION PLAN - Plan #002	2 / 2	$1,471,927 / $1,905,987
2021	Plan NamePORT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $0	2021	PORT ADVISORS, LLC 401(K) PLAN - Plan #001	5 / 5	$0 / $0
2020	Plan NamePORT ADVISORS, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$879,683 / $1,471,927	2020	PORT ADVISORS, LLC CASH BALANCE PENSION PLAN - Plan #002	2 / 2	$879,683 / $1,471,927
2020	Plan NamePORT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0	2020	PORT ADVISORS, LLC 401(K) PLAN - Plan #001	4 / 4	$0 / $0
2019	Plan NamePORT ADVISORS, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$401,603 / $879,683	2019	PORT ADVISORS, LLC CASH BALANCE PENSION PLAN - Plan #002	2 / 2	$401,603 / $879,683
2019	Plan NamePORT ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0	2019	PORT ADVISORS, LLC 401(K) PLAN - Plan #001	4 / 4	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

PORT ADVISORS LLC

322 E Michigan St Ste 500, Milwaukee, WI 53202-5088

Loan Date	Approved	Forgiven	Lender	Jobs
02/09/2021	Approved$99,315 Forgiven$99,772 LenderSummit CU Jobs6	02/09/2021	$99,315	$99,772	Summit CU	6
04/15/2020	Approved$207,900 Forgiven$210,230 LenderSummit CU Jobs5	04/15/2020	$207,900	$210,230	Summit CU	5

PPP Loans based on Paycheck Protection Program.

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Person/City Match:William Penkwitz - Milwaukee, WI

Ppc Healthcare Investments, LLC Registered in Wisconsin	Milwaukee, WI		View Report
Great Lakes Capital Group LLC Registered in Wisconsin	Milwaukee, 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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