Financial Planning Unlimited, Inc.
Arizona
Registered In
12/23/1982
Incorp. Date
Company Summary
Financial Planning Unlimited, Inc. at 4545 N 12th St, Phoenix, Az 85014 lists The Peterson Family Trust and Jeffrey Peterson of Phoenix, AZ as associates.
- Registered In
- Arizona
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic For-Profit (Business) Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Jeffrey C Peterson
Registered Agent
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4545 N 12TH ST, PHOENIX, AZ 85014
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The Peterson Family Trust
Shareholder
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NOT REQUIRED, NOT REQUIRED XXXXX
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Jeffrey Peterson
President
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4545 N 12TH ST, PHOENIX, AZ 85014
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Julie Peterson
Vice President
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4545 N 12TH ST, PHOENIX, AZ 85014
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Jeffrey Peterson
Director
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4545 N 12TH ST, PHOENIX, AZ 85014
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4545 N 12TH ST, PHOENIX, AZ 85014
View Map
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Financial Information for Financial Planning Unlimited, Inc.
Form 5500
FINANCIAL PLANNING UNLIMITED, INC.
4545 N 12th Street, Phoenix, Az 85014 (602) 274-0371 EIN:86-0442696 Plan Admin:Jeffrey C Peterson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameFINANCIAL PLANNING UNLIMITED 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$254,598 / $376,080 | 2023 | FINANCIAL PLANNING UNLIMITED 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $254,598 / $376,080 |
| 2022 | Plan NameFINANCIAL PLANNING UNLIMITED 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$251,694 / $254,598 | 2022 | FINANCIAL PLANNING UNLIMITED 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $251,694 / $254,598 |
| 2021 | Plan NameFINANCIAL PLANNING UNLIMITED 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$52,088 / $251,694 | 2021 | FINANCIAL PLANNING UNLIMITED 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $52,088 / $251,694 |
| 2020 | Plan NameFINANCIAL PLANNING UNLIMITED 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $52,088 | 2020 | FINANCIAL PLANNING UNLIMITED 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $0 / $52,088 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FINANCIAL PLANNING UNLIMITED INC
4545 N 12th St, Phoenix, Az 85014-4203 Industry:Administrative Management and General Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/08/2020 | Approved$38,097 Forgiven$38,525 LenderFirst Fidelity Bank Jobs3 | 04/08/2020 | $38,097 | $38,525 | First Fidelity Bank | 3 |
PPP Loans based on Paycheck Protection Program.
Address Match:4545 N 12th St Phoenix, AZ
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4545 12th Street, LLC
Registered in Arizona
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Phoenix, AZ | View Report |
Person/Address Match:The Peterson Family Trust -
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The following government agencies have contributed data:
Arizona Corporation Commission U.S. Department of Labor U.S. Small Business Administration
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