Planwiser Financial, LLC
Colorado
Registered In
01/23/2019
Incorp. Date
Company Summary
Planwiser Financial, LLC at 201 E Las Animas ST STE 101, Colorado Springs, Co 80903 lists Joel Robert Top of Colorado Springs, CO and a DBA of Planwiser Financial.
Overview
Registered In
Colorado
Incorporation Date
Company Type
Limited Liability Company
Status
Good Standing
Registration Type
Domestic
Search Other Resources
People
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Joel Robert Top
Registered Agent
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201 E LAS ANIMAS ST STE 101, COLORADO SPRINGS, CO 80903
(View Past Addresses)
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Map & Locations
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201 E LAS ANIMAS ST STE 101, COLORADO SPRINGS, CO 80903
View Map
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Alias/DBA
Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Planwiser
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Colorado Springs, CO | ||
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Planwiser Financial
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Colorado Springs, CO |
Financials
Financial Information for Planwiser Financial, LLC
Form 5500
PLANWISER FINANCIAL LLC
201 E Las Animas ST Suite 101, Colorado Springs, Co 80903 (719) 822-0808 EIN:83-3319159 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePLANWISER FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$73,982 / $135,968 | 2023 | PLANWISER FINANCIAL LLC 401(K) PLAN - Plan #001 | 4 / 5 | $73,982 / $135,968 |
| 2022 | Plan NamePLANWISER FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$50,803 / $73,982 | 2022 | PLANWISER FINANCIAL LLC 401(K) PLAN - Plan #001 | 4 / 4 | $50,803 / $73,982 |
| 2021 | Plan NamePLANWISER FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$1,215 / $50,803 | 2021 | PLANWISER FINANCIAL LLC 401(K) PLAN - Plan #001 | 3 / 4 | $1,215 / $50,803 |
| 2020 | Plan NamePLANWISER FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $1,215 | 2020 | PLANWISER FINANCIAL LLC 401(K) PLAN - Plan #001 | 0 / 3 | $0 / $1,215 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PLANWISER FINANCIAL, LLC
201 E Las Animas St Suite 101, Colorado Springs, CO 80903-2164 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$49,200 Forgiven$49,564 LenderCeltic Bank Corporation Jobs3 | 05/01/2020 | $49,200 | $49,564 | Celtic Bank Corporation | 3 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:201 E Las Animas St Ste 101 Colorado Springs, CO
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Sources
The following government agencies have contributed data:
• Colorado Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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