Purshe Kaplan Sterling Investments, Inc. in Wisconsin was registered on 08/25/2010. The status for this business is listed as incorporated/qualified/registered.
C T Corporation System
Registered Agent
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301 S BEDFORD ST STE 1, MADISON, WI 53703
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Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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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 |
Loan Date | Approved | Forgiven | Lender | Jobs | ||
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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 |
The following government agencies have contributed data:
Wisconsin Department of Financial Institutions U.S. Department of Labor U.S. Small Business Administration