Stern Insurance Agency, Inc.

Wisconsin
Registered In
10/02/2000
Incorp. Date

Company Summary

Stern Insurance Agency, Inc. in Wisconsin lists Ann K Stern of Waupaca, WI.

Overview

Registered In
Wisconsin
Incorporation Date
Company Type
Close Corporation
Status
Incorporated/Qualified/Registered
Registration Type
Domestic
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People

Ann K Stern Registered Agent
104 S MAIN ST, WAUPACA, WI 54981

Financials

Financial Information for Stern Insurance Agency, Inc.

Form 5500

STERN INSURANCE AGENCY, INC.

104 S. Main St., Waupaca, Wi 54981 (715) 258-8331 EIN:39-2008286 Plan Admin:Ann K Stern
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSTERN INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$436,347 / $503,443 2023 STERN INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001 8 / 8 $436,347 / $503,443
2022 Plan NameSTERN INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$864,842 / $436,347 2022 STERN INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001 8 / 8 $864,842 / $436,347
2021 Plan NameSTERN INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$678,484 / $864,842 2021 STERN INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001 8 / 8 $678,484 / $864,842
2020 Plan NameSTERN INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$544,442 / $678,484 2020 STERN INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001 7 / 8 $544,442 / $678,484
2019 Plan NameSTERN INSURANCE AGENCY, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 7 Assets BOY/EOY$392,855 / $544,442 2019 STERN INSURANCE AGENCY, INC. 401(K) PLAN - Plan #001 9 / 7 $392,855 / $544,442
Benefit & Retirement Plans based on Form 5500.
PPP Loans

STERN INSURANCE AGENCY, INC

104 S Main St, Waupaca, Wi 54981-1544 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
04/08/2020 Approved$50,867 Forgiven$51,161 LenderThe Farmers State Bank of Waupaca Jobs6 04/08/2020 $50,867 $51,161 The Farmers State Bank of Waupaca 6
PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:
Stern Insurance Agency, Inc. Registered in New York
Brooklyn, NY View Report
Ohio View Report
Harold Stern Insurance Agency, Inc. Registered in Massachusetts
Westfield, MA View Report
Sunrise, FL Tamarac, FL View Report
Harold Stern Insurance Agency, Inc. Registered in Pennsylvania
Lancaster, PA View Report
Plano, TX Richardson, TX 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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