Private Wealth Management Group, LLC
Wisconsin
Wisconsin
Registered In
10/07/2004
Incorp. Date
Company Summary
Private Wealth Management Group, LLC in Wisconsin lists Patrick R Macgrath of Appleton, WI.
Overview
Registered In
Wisconsin
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Delinquent
Registration Type
Domestic
Search Other Resources
People
|
Patrick R Macgrath
Registered Agent
|
100 W LAWRENCE ST STE 223, APPLETON, WI 54911
|
Financials
Financial Information for Private Wealth Management Group, LLC
Form 5500
PRIVATE WEALTH MANAGEMENT GROUP, LLC
107 W Main St, Little Chute, Wi 54140 (920) 882-5005 EIN:20-1825160 Plan Admin:Patrick Macgrath| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePRIVATE WEALTH MANAGEMENT GROUP RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$46,194 / $48,864 | 2022 | PRIVATE WEALTH MANAGEMENT GROUP RETIREMENT PLAN - Plan #001 | 3 / 3 | $46,194 / $48,864 |
| 2021 | Plan NamePRIVATE WEALTH MANAGEMENT GROUP RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$27,746 / $46,194 | 2021 | PRIVATE WEALTH MANAGEMENT GROUP RETIREMENT PLAN - Plan #001 | 3 / 3 | $27,746 / $46,194 |
| 2020 | Plan NamePRIVATE WEALTH MANAGEMENT GROUP RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$11,281 / $27,746 | 2020 | PRIVATE WEALTH MANAGEMENT GROUP RETIREMENT PLAN - Plan #001 | 3 / 3 | $11,281 / $27,746 |
| 2019 | Plan NamePRIVATE WEALTH MANAGEMENT GROUP RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $11,281 | 2019 | PRIVATE WEALTH MANAGEMENT GROUP RETIREMENT PLAN - Plan #001 | 3 / 3 | $0 / $11,281 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PRIVATE WEALTH MANAGEMENT GROUP
100 W. Lawrence St. Suite 223, Appleton, Wi 54911| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$24,722 Forgiven$24,955 LenderWells Fargo Bank, National Association Jobs2 | 05/01/2020 | $24,722 | $24,955 | Wells Fargo Bank, National Association | 2 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
Person/City Match:Patrick R Macgrath - Appleton, WI
|
Macgrath & Associates LLC
Registered in Wisconsin
|
Appleton, WI | View Report |
Sources
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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