Wjs Wealth Management, Inc.

Wisconsin

Registered In

01/06/2003

Incorp. Date

Company Summary

Wjs Wealth Management, Inc. in Wisconsin lists William of Hales Corners, WI.

Overview

Registered In

Wisconsin

Incorporation Date

01/06/2003

Company Type

Domestic Businiess Corporation

Status

Restored to Good Standing

Registration Type

Domestic

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People

William Registered Agent

10085 W GRANGE AVE, HALES CORNERS, WI 53130

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Financials

Financial Information for Wjs Wealth Management, Inc.

Form 5500

WJS WEALTH MANAGEMENT, INC

150 S. Sunnyslope Road, Suite 101, Brookfield, Wi 53005 (262) 797-7960 EIN:41-2075492 Plan Admin:William J Schweitzer

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWJS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$870,723 / $1,195,813	2023	WJS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$870,723 / $1,195,813
2022	Plan NameWJS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$908,468 / $870,723	2022	WJS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$908,468 / $870,723
2021	Plan NameWJS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$711,401 / $908,468	2021	WJS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001	4 / 3	$711,401 / $908,468
2020	Plan NameWJS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$585,623 / $711,401	2020	WJS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001	3 / 4	$585,623 / $711,401
2019	Plan NameWJS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$421,725 / $585,623	2019	WJS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001	4 / 3	$421,725 / $585,623

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Wisconsin Department of Financial Institutions • U.S. Department of Labor