Shakespeare Wealth Management, LLC
Wisconsin
Wisconsin
Registered In
11/05/1998
Incorp. Date
Company Summary
Shakespeare Wealth Management, LLC in Wisconsin lists Kevin M. Reardon of Pewaukee, WI.
Overview
Registered In
Wisconsin
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Organized
Registration Type
Domestic
Search Other Resources
People
|
Kevin M. Reardon
Registered Agent
|
N22W27847 EDGEWATER DRIVE 101 STE 101, PEWAUKEE, WI 53072-5260
(View Past Addresses)
|
Financials
Financial Information for Shakespeare Wealth Management, LLC
Form 5500
SHAKESPEARE WEALTH MANAGEMENT LLC
N22 W27847 Edgewater Drive Suite 101, Pewaukee, Wi 53072 (262) 814-1600 EIN:39-1944977 Plan Admin:Andrea Bulen| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSHAKESPEARE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,915,615 / $3,763,158 | 2023 | SHAKESPEARE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN - Plan #002 | 7 / 7 | $1,915,615 / $3,763,158 |
| 2023 | Plan NameSHAKESPEARE WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY6 / 0 Assets BOY/EOY$1,081,986 / $0 | 2023 | SHAKESPEARE WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #003 | 6 / 0 | $1,081,986 / $0 |
| 2022 | Plan NameSHAKESPEARE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$2,179,298 / $1,915,615 | 2022 | SHAKESPEARE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN - Plan #002 | 7 / 6 | $2,179,298 / $1,915,615 |
| 2021 | Plan NameSHAKESPEARE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN Plan #002 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,767,275 / $2,179,298 | 2021 | SHAKESPEARE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN - Plan #002 | 6 / 7 | $1,767,275 / $2,179,298 |
| 2020 | Plan NameSHAKESPEARE WEALTH MANAGEMENT, INC. RETIREMENT SAVINGS PLAN Plan #002 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,499,303 / $1,767,275 | 2020 | SHAKESPEARE WEALTH MANAGEMENT, INC. RETIREMENT SAVINGS PLAN - Plan #002 | 6 / 5 | $1,499,303 / $1,767,275 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SHAKESPEARE WEALTH MANAGEMENT, INC.
N22w27848 Edgewater Dr, Pewaukee, Wi 53072-5260 Ethnicity:Not Hispanic or Latino| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$152,200 Forgiven$153,547 LenderWaukesha State Bank Jobs9 | 04/28/2020 | $152,200 | $153,547 | Waukesha State Bank | 9 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Person/City Match:Kevin M Reardon - Pewaukee, WI
|
Shakespeare Holdings, Inc.
Registered in Wisconsin
|
Pewaukee, 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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