Planwiser Tax, LLC

Colorado Springs, CO

Colorado

Registered In

05/15/2023

Incorp. Date

Company Summary

Planwiser Tax, 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.

Overview

Registered In

Colorado

Incorporation Date

05/15/2023

Company Type

Limited Liability Company

Status

Good Standing

Registration Type

Domestic

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People

Joel Robert Top Registered Agent

201 E LAS ANIMAS ST STE 101, COLORADO SPRINGS, CO 80903

Map & Locations

201 E LAS ANIMAS ST STE 101, COLORADO SPRINGS, CO 80903 View Map

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).

Cloutte & Associates	Colorado Springs, CO
Planwiser	Colorado Springs, CO
Planwiser Tax	Colorado Springs, CO

Financials

Financial Information for Planwiser Tax, LLC

Form 5500

PLANWISER TAX, LLC

620 South Cascade Avenue Suite 300, Colorado Springs, Co 80903 (719) 633-6150 EIN:93-1499737 Plan Admin:Guideline, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePLANWISER TAX 401(K) PLAN Plan #001 Participants BOY/EOY0 / 9 Assets BOY/EOY$0 / $35,613	2023	PLANWISER TAX 401(K) PLAN - Plan #001	0 / 9	$0 / $35,613

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Address Match:201 E Las Animas St Ste 101 Colorado Springs, CO

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Address Match:201 E Las Animas St Colorado Springs, CO

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Sources

The following government agencies have contributed data:

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