Yahara Wealth Management LLC
Wisconsin
Wisconsin
Registered In
06/06/2013
Incorp. Date
Company Summary
Yahara Wealth Management LLC in Wisconsin lists Leonard Barry of Madison, 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
|
Leonard Barry
Registered Agent
|
725 HEARTLAND TRL STE 205, MADISON, WI 53717
|
Financial Information for Yahara Wealth Management LLC
Form 5500
YAHARA WEALTH MANAGEMENT, LLC
725 Heartland Trl STE 205, Madison, Wi 53717 (608) 467-1010 EIN:46-2930734 Plan Admin:Leonard Barry| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NameYAHARA WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$296,395 / $205,770 | 2021 | YAHARA WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 2 | $296,395 / $205,770 |
| 2020 | Plan NameYAHARA WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$256,491 / $296,395 | 2020 | YAHARA WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $256,491 / $296,395 |
| 2019 | Plan NameYAHARA WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$215,237 / $256,491 | 2019 | YAHARA WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $215,237 / $256,491 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
YAHARA WEALTH MANAGEMENT LLC
725 Heartland Trail, Suite 205, MADISON, WI 53717-1916| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 06/19/2020 | Approved$33,800 Forgiven$33,955 LenderWings Financial CU Jobs2 | 06/19/2020 | $33,800 | $33,955 | Wings Financial CU | 2 |
PPP Loans based on Paycheck Protection Program.
Person/City Match:Leonard Barry - Madison, WI
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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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