Watermark Financial Services, Inc.
Wisconsin
Wisconsin
Registered In
06/28/1988
Incorp. Date
Company Summary
Watermark Financial Services, Inc. in Wisconsin lists Jule Butler of Appleton, WI.
Overview
Registered In
Wisconsin
Incorporation Date
Company Type
Domestic Businiess Corporation
Status
Restored to Good Standing
Registration Type
Domestic
Search Other Resources
People
|
Jule Butler
Registered Agent
|
2555 E CALUMET ST, APPLETON, WI 54915
|
Financials
Financial Information for Watermark Financial Services, Inc.
Form 5500
WATERMARK FINANCIAL SERVICES, INC.
2555 E. Calumet St., Appleton, Wi 54915 (920) 734-2555 EIN:39-1615990 Plan Admin:J. Brandon Butler| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWATERMARK FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$1,050,374 / $1,390,475 | 2023 | WATERMARK FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 8 / 7 | $1,050,374 / $1,390,475 |
| 2022 | Plan NameWATERMARK FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,054,604 / $1,050,374 | 2022 | WATERMARK FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 8 / 8 | $1,054,604 / $1,050,374 |
| 2021 | Plan NameWATERMARK FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$706,239 / $1,054,604 | 2021 | WATERMARK FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 6 / 8 | $706,239 / $1,054,604 |
| 2020 | Plan NameWATERMARK FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$458,375 / $706,239 | 2020 | WATERMARK FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 6 / 6 | $458,375 / $706,239 |
| 2019 | Plan NameWATERMARK FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$243,536 / $458,375 | 2019 | WATERMARK FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001 | 6 / 6 | $243,536 / $458,375 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WATERMARK FINANCIAL SERVICES INC
2555 E Calumet St, Appleton, Wi 54915-4748 Industry:Lessors of Nonresidential Buildings (except Miniwarehouses)| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$26,800 Forgiven$27,086 LenderAmerican National Bank-Fox Cities Jobs4 | 04/07/2020 | $26,800 | $27,086 | American National Bank-Fox Cities | 4 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
|
Watermark Financial Services, Inc.
Registered in Idaho
|
Mccall, ID | View Report | |
|
Watermark Financial Services Group, Inc.
Registered in Nevada
|
Amherst, NY | View Report |
Person/City Match:Jule Butler - Appleton, WI
|
Self-Stor, LLC
Registered in Wisconsin
|
Appleton, WI | View Report | |
|
Watermark Professional Center, LLC
Registered in Wisconsin
|
Appleton, WI | View Report | |
|
Watermark Tax Service LLC
Registered in Wisconsin
|
Appleton, 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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