Strategic Financial Planning, Inc.
Alabama
Registered In
09/15/1999
Incorp. Date
Foreign
Registration Type
Texas
Foreign Jurisdiction
Company Summary
Strategic Financial Planning, Inc. in Plano, TX was registered on 09/15/1999. It is listed at 6513 Preston Rd STE 100, Plano, Tx 75024.
Overview
Registered In
Alabama
Incorporation Date
Company Type
Foreign Corporation
Status
Withdrawn
Registration Type
Foreign
Foreign Jurisdiction
Texas
Search Other Resources
People
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Registered Agents Inc
Registered Agent
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212 W TROY ST STE B, DOTHAN, AL 36303
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Map & Locations
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6513 PRESTON RD STE 100, PLANO, TX 75024
View Map
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Financials
Financial Information for Strategic Financial Planning, Inc.
Form 5500
STRATEGIC FINANCIAL PLANNING, INC.
6513 Preston Road, Suite 100, Plano, Tx 75024 (972) 403-1234 EIN:75-2839931 Plan Admin:Josh Morris| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSTRATEGIC FINANCIAL PLANNING, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$347,691 / $558,213 | 2023 | STRATEGIC FINANCIAL PLANNING, INC. 401(K) PLAN - Plan #001 | 3 / 4 | $347,691 / $558,213 |
| 2023 | Plan NameSTRATEGIC FINANCIAL PLANNING, INC. EMPLOYEE GROUP HEALTH PLAN Plan #501 Participants BOY/EOY2 / 0 Assets BOY/EOY$0 / $0 | 2023 | STRATEGIC FINANCIAL PLANNING, INC. EMPLOYEE GROUP HEALTH PLAN - Plan #501 | 2 / 0 | $0 / $0 |
| 2022 | Plan NameSTRATEGIC FINANCIAL PLANNING, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$317,006 / $347,691 | 2022 | STRATEGIC FINANCIAL PLANNING, INC. 401(K) PLAN - Plan #001 | 4 / 3 | $317,006 / $347,691 |
| 2022 | Plan NameSTRATEGIC FINANCIAL PLANNING, INC. EMPLOYEE GROUP HEALTH PLAN Plan #501 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0 | 2022 | STRATEGIC FINANCIAL PLANNING, INC. EMPLOYEE GROUP HEALTH PLAN - Plan #501 | 2 / 2 | $0 / $0 |
| 2021 | Plan NameSTRATEGIC FINANCIAL PLANNING, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$243,885 / $317,006 | 2021 | STRATEGIC FINANCIAL PLANNING, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $243,885 / $317,006 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
STRATEGIC FINANCIAL PLANNING, INC.
6513 Preston Road, Suite 100, Plano, TX 75024 Ethnicity:Not Hispanic or Latino Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 06/16/2020 | Approved$64,200 Forgiven$64,726 LenderThe American National Bank of Texas Jobs3 | 06/16/2020 | $64,200 | $64,726 | The American National Bank of Texas | 3 |
PPP Loans based on Paycheck Protection Program.
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Related Business Names:
Sources
The following government agencies have contributed data:
• Alabama Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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You can easily find answers to common questions on the Frequently Asked Questions page.
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