Purshe Kaplan Sterling Investments, Inc.

Wisconsin
Registered In
08/25/2010
Incorp. Date
Foreign
Registration Type
New York
Foreign Jurisdiction

Company Summary

Purshe Kaplan Sterling Investments, Inc. in Wisconsin was registered on 08/25/2010. The status for this business is listed as incorporated/qualified/registered.

Registered In
Wisconsin
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
New York
Company Type
Foreign Corporation
Status
Incorporated/Qualified/Registered
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C T Corporation System Registered Agent
301 S BEDFORD ST STE 1, MADISON, WI 53703

Financial Information for Purshe Kaplan Sterling Investments, Inc.

Form 5500

PURSHE KAPLAN STERLING INVESTMENTS, INC.

80 State Street, Albany, Ny 12207 (518) 436-3536 EIN:13-3749682 Plan Admin:John Peter Purcell
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NamePURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY127 / 129 Assets BOY/EOY$12,222,505 / $9,896,782 2022 PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN - Plan #001 127 / 129 $12,222,505 / $9,896,782
2021 Plan NamePURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY134 / 125 Assets BOY/EOY$11,063,035 / $12,222,505 2021 PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN - Plan #001 134 / 125 $11,063,035 / $12,222,505
2020 Plan NamePURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY116 / 123 Assets BOY/EOY$13,372,347 / $11,063,035 2020 PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN - Plan #001 116 / 123 $13,372,347 / $11,063,035
2019 Plan NamePURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY127 / 115 Assets BOY/EOY$10,639,987 / $13,372,347 2019 PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN - Plan #001 127 / 115 $10,639,987 / $13,372,347
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PURSHE KAPLAN STERLING INVESTMENTS, INC.

18 Corporate Woods Blvd., ALBANY, NY 12211-2344
Loan Date Approved Forgiven Lender Jobs
04/10/2020 Approved$1,590,400 Forgiven$1,599,115 LenderFirst Financial Bank Jobs101 04/10/2020 $1,590,400 $1,599,115 First Financial Bank 101
PPP Loans based on Paycheck Protection Program.
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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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