The Rivergroup Financial Advisors, LLC
Wisconsin
Wisconsin
Registered In
02/28/2011
Incorp. Date
Company Summary
The Rivergroup Financial Advisors, LLC in Wisconsin lists Timothy D Pauley of Osceola, WI.
- Registered In
- Wisconsin
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Organized
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Timothy D Pauley
Registered Agent
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201 3RD AVE P O BOX 819, OSCEOLA, WI 54020-8040
(View Past Addresses)
|
Financial Information for The Rivergroup Financial Advisors, LLC
Form 5500
THE RIVERGROUP FINANCIAL ADVISORS LLC
201 3rd Avenue P O Box 819, Osceola, Wi 54020 (715) 294-2187 EIN:27-5211623 Plan Admin:Timothy Pauley| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTHE RIVERGROUP FINANCIAL ADVISORS SAVINGS PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$2,021,067 / $2,531,154 | 2023 | THE RIVERGROUP FINANCIAL ADVISORS SAVINGS PLAN - Plan #001 | 8 / 9 | $2,021,067 / $2,531,154 |
| 2022 | Plan NameTHE RIVERGROUP FINANCIAL ADVISORS SAVINGS PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,209,547 / $2,021,067 | 2022 | THE RIVERGROUP FINANCIAL ADVISORS SAVINGS PLAN - Plan #001 | 8 / 8 | $2,209,547 / $2,021,067 |
| 2021 | Plan NameTHE RIVERGROUP FINANCIAL ADVISORS SAVINGS PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,760,374 / $2,209,547 | 2021 | THE RIVERGROUP FINANCIAL ADVISORS SAVINGS PLAN - Plan #001 | 8 / 8 | $1,760,374 / $2,209,547 |
| 2020 | Plan NameTHE RIVERGROUP FINANCIAL ADVISORS SAVINGS PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,343,503 / $1,760,374 | 2020 | THE RIVERGROUP FINANCIAL ADVISORS SAVINGS PLAN - Plan #001 | 8 / 8 | $1,343,503 / $1,760,374 |
| 2019 | Plan NameTHE RIVERGROUP FINANCIAL ADVISORS SAVINGS PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,002,124 / $1,343,503 | 2019 | THE RIVERGROUP FINANCIAL ADVISORS SAVINGS PLAN - Plan #001 | 8 / 8 | $1,002,124 / $1,343,503 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
THE RIVERGROUP FINANCIAL ADVISORS LLC
201 3rd Avenue, Osceola, Wi 54020| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/09/2020 | Approved$151,600 Forgiven$152,636 LenderMidWestOne Bank Jobs8 | 04/09/2020 | $151,600 | $152,636 | MidWestOne Bank | 8 |
PPP Loans based on Paycheck Protection Program.
Person/City Match:Timothy D Pauley - Osceola, WI
|
Boot Lake Partners LLP
Registered in Wisconsin
|
Osceola, WI | View Report | |
|
Cornerstone Square Partners, LLP
Registered in Wisconsin
|
Osceola, WI | View Report |
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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