OpenERISA

Shakespeare Wealth Management LLC

Pewaukee, WI, 53072

EIN 39-1944977
Plans
2
Total participants
55
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523120
Plan sponsors in WisconsinFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF002Shakespeare Wealth Management, LLC Retirement Savings Plan7
2024Form 5500-SF002Shakespeare Wealth Management, LLC Retirement Savings Plan7
2023Form 5500-SF002Shakespeare Wealth Management, LLC Retirement Savings Plan7
2022Form 5500-SF002Shakespeare Wealth Management, LLC Retirement Savings Plan6
2022Form 5500-SF003Shakespeare Wealth Management, INC. Cash Balance Plan6
2022Form 5500-SF003Shakespeare Wealth Management, LLC Cash Balance Plan0
2021Form 5500-SF002Shakespeare Wealth Management, LLC Retirement Savings Plan6
2021Form 5500-SF003Shakespeare Wealth Management, INC. Cash Balance Plan6
2020Form 5500-SF002Shakespeare Wealth Management, INC. Retirement Savings Plan5
2020Form 5500-SF003Shakespeare Wealth Management, INC. Cash Balance Plan5

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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