The Estate Planners Group, LLC

Naples, FL

Colorado

Registered In

12/18/2020

Incorp. Date

Foreign

Registration Type

Pennsylvania

Foreign Jurisdiction

Company Summary

The Estate Planners Group, LLC in Naples, FL was registered on 12/18/2020. It is listed at 5660 Strand Ct, Naples, FL 34110.

Overview

Registered In

Colorado

Incorporation Date

12/18/2020

Company Type

Foreign Limited Liability Company

Status

Good Standing

Registration Type

Foreign

Foreign Jurisdiction

Pennsylvania

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Corporation Service Company Registered Agent

1900 W LITTLETON BLVD, LITTLETON, CO 80120

Map & Locations

5660 STRAND CT, NAPLES, FL 34110 View Map

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Financials

Financial Information for The Estate Planners Group, LLC

Form 5500

THE ESTATE PLANNERS GROUP LLC

37 S Delaware Ave ST 1, Yardley, Pa 19067 (215) 321-4410 EIN:80-0033299 Plan Admin:David W Loesser

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHE ESTATE PLANNERS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$0 / $0	2023	THE ESTATE PLANNERS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	8 / 7	$0 / $0
2022	Plan NameTHE ESTATE PLANNERS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$0 / $0	2022	THE ESTATE PLANNERS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	8 / 8	$0 / $0
2021	Plan NameTHE ESTATE PLANNERS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $0	2021	THE ESTATE PLANNERS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	7 / 7	$0 / $0
2020	Plan NameTHE ESTATE PLANNERS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $0	2020	THE ESTATE PLANNERS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	6 / 6	$0 / $0
2019	Plan NameTHE ESTATE PLANNERS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$0 / $0	2019	THE ESTATE PLANNERS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 6	$0 / $0

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:

The Estate Planners Group LLC Registered in New Jersey		View Report
The Estate Planners Group LLC Registered in Florida	Naples, FL	View Report
The Estate Planners Group LLC Registered in Pennsylvania		View Report

Address Match:5660 Strand Ct Naples, FL

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Sources

The following government agencies have contributed data:

• Colorado Secretary of State • U.S. Department of Labor

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