Insurance Planning, Inc.

Registered In: Arizona
Incorporation Date: 05/06/2004
Registration Type: Foreign
Foreign Jurisdiction: Kansas
Company Type: Foreign For-Profit (Business) Corporation
Status: Active
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Business Filings Inc Registered Agent	3800 N CENTRAL AVE STE 460, PHOENIX, AZ 85012
Larry Caspers President/CEO	3300 THUNDERBIRD DR, HAYS, KS 67601
Andrew Rupp Vice President	BOX 181, HAYS, KS 67601
Andrew Rupp Director	PO BOX 181, HAYS, KS 67601
Larry Caspers Director	3300 THUNDERBIRD DR, HAYS, KS 67601
Dale Chaffin Director	3501 HILLCREST, HAYS, KS 67601
Dale Chaffin Secretary	3501 HILLCREST, HAYS, KS 67601
Andrew Rupp Treasurer	P O BOX 181, HAYS, KS 67601
Larry Caspers Shareholder	NOT REQUIRED, NOT REQUIRED XXXXX
Andrew Rupp Shareholder	NOT REQUIRED, NOT REQUIRED XXXXX

3800 N CENTRAL AVE STE 460, PHOENIX, AZ 85012 View Map
3006 BROADWAY AVE P O BOX 100, HAYS, KS 67601 View Map

Financial Information for Insurance Planning, Inc.

Form 5500

INSURANCE PLANNING, INC.

PO Box 100, Hays, Ks 67601 (785) 625-5605 EIN:48-0734961 Plan Admin:Andrew Rupp

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameINSURANCE PLANNING, INC. EMPLOYEES PROFIT SHARING SAVINGS PLAN Plan #002 Participants BOY/EOY66 / 65 Assets BOY/EOY$16,459,873 / $14,643,753	2022	INSURANCE PLANNING, INC. EMPLOYEES PROFIT SHARING SAVINGS PLAN - Plan #002	66 / 65	$16,459,873 / $14,643,753
2021	Plan NameINSURANCE PLANNING, INC. EMPLOYEES PROFIT SHARING SAVINGS PLAN Plan #002 Participants BOY/EOY61 / 66 Assets BOY/EOY$14,529,784 / $16,459,873	2021	INSURANCE PLANNING, INC. EMPLOYEES PROFIT SHARING SAVINGS PLAN - Plan #002	61 / 66	$14,529,784 / $16,459,873
2020	Plan NameINSURANCE PLANNING, INC. EMPLOYEES PROFIT SHARING SAVINGS PLAN Plan #002 Participants BOY/EOY65 / 60 Assets BOY/EOY$13,769,789 / $14,529,784	2020	INSURANCE PLANNING, INC. EMPLOYEES PROFIT SHARING SAVINGS PLAN - Plan #002	65 / 60	$13,769,789 / $14,529,784
2019	Plan NameINSURANCE PLANNING, INC. EMPLOYEES PROFIT SHARING SAVINGS PLAN Plan #002 Participants BOY/EOY58 / 60 Assets BOY/EOY$12,381,000 / $13,769,789	2019	INSURANCE PLANNING, INC. EMPLOYEES PROFIT SHARING SAVINGS PLAN - Plan #002	58 / 60	$12,381,000 / $13,769,789

Benefit & Retirement Plans based on Form 5500.

PPP Loans

INSURANCE PLANNING INC

3006 Broadway, HAYS, KS 67601-1916 Industry:Insurance Agencies and Brokerages Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/04/2020	Approved$1,011,000 Forgiven$1,023,272 LenderBank of Hays Jobs54	04/04/2020	$1,011,000	$1,023,272	Bank of Hays	54

PPP Loans based on Paycheck Protection Program.

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Address Match:3800 N Central Ave Phoenix, AZ

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Person/City Match:Andrew Rupp - Hays, KS

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The following government agencies have contributed data:

Arizona Corporation Commission U.S. Department of Labor U.S. Small Business Administration

Insurance Planning, Inc.

Company Summary

Financial Information for Insurance Planning, Inc.

INSURANCE PLANNING, INC.

INSURANCE PLANNING INC