United Planners' Financial Services of America, a Limited Partnership

Scottsdale, AZ

Florida

Registered In

03/21/1988

Incorp. Date

Foreign

Registration Type

Arizona

Foreign Jurisdiction

Company Summary

United Planners' Financial Services of America, a Limited Partnership in Scottsdale, AZ lists United Planners' Group, Inc. of Scottsdale, AZ

Overview

Registered In

Florida

Incorporation Date

03/21/1988

Company Type

Foreign Limited Partnership

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Arizona

EIN

86-0588303

Email

*************@cscinfo.com

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The Prentice Hall Corporation System, Inc. Registered Agent	1201 HAYS ST, TALLAHASSEE, FL 32301
United Planners' Group, Inc. Corporation	7333 E DOUBLETREE, SCOTTSDALE, AZ 85258

Map & Locations

7333 E DOUBLETREE RANCH RD STE 101, SCOTTSDALE, AZ 85258 View Map

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Financials

Financial Information for United Planners' Financial Services of America, a Limited Partnership

Form 5500

UNITED PLANNERS FINANCIAL SERVICES OF AMERICA

7333 E. Doubletree Ranch Rd Suite 120, Scottsdale, Az 85258 (480) 624-0327 EIN:86-0588303 Plan Admin:Michael Baker

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameUNITED PLANNERS FINANCIAL SERVICES OF AMERICA 401(K) PLAN Plan #001 Participants BOY/EOY71 / 78 Assets BOY/EOY$8,498,036 / $7,627,003	2022	UNITED PLANNERS FINANCIAL SERVICES OF AMERICA 401(K) PLAN - Plan #001	71 / 78	$8,498,036 / $7,627,003
2021	Plan NameUNITED PLANNERS FINANCIAL SERVICES OF AMERICA 401(K) PLAN Plan #001 Participants BOY/EOY72 / 70 Assets BOY/EOY$7,144,753 / $8,498,036	2021	UNITED PLANNERS FINANCIAL SERVICES OF AMERICA 401(K) PLAN - Plan #001	72 / 70	$7,144,753 / $8,498,036
2020	Plan NameUNITED PLANNERS FINANCIAL SERVICES OF AMERICA 401(K) PLAN Plan #001 Participants BOY/EOY72 / 71 Assets BOY/EOY$5,756,749 / $7,144,753	2020	UNITED PLANNERS FINANCIAL SERVICES OF AMERICA 401(K) PLAN - Plan #001	72 / 71	$5,756,749 / $7,144,753
2019	Plan NameUNITED PLANNERS FINANCIAL SERVICES OF AMERICA 401(K) PLAN Plan #001 Participants BOY/EOY67 / 71 Assets BOY/EOY$4,938,886 / $5,756,749	2019	UNITED PLANNERS FINANCIAL SERVICES OF AMERICA 401(K) PLAN - Plan #001	67 / 71	$4,938,886 / $5,756,749

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Address Match:7333 E Doubletree Ranch Rd Ste 101 Scottsdale, AZ

United Planners Financial Services of America, a Limited Partnership Registered in North Dakota	Bismarck, ND Scottsdale, AZ	View Report
United Planners' Financial Services of America, a Limited Partnership Registered in Massachusetts	Phoenix, AZ Scottsdale, AZ	View Report
United Planners' Financial Services of America, a Limited Partnership Registered in Kansas	Scottsdale, AZ Topeka, KS	View Report
United Planners' Financial Services of America, a Limited Partnership Registered in Colorado	Littleton, CO Scottsdale, AZ	View Report

Person/Address Match:United Planners Group Inc -

United Financial Employees, LLC Registered in Arizona	Scottsdale, AZ	View Report
United Planners' Financial Services of America, a Limited Partnership Registered in California	Scottsdale, AZ	View Report
United Planners' Financial Services of America, Limited Partnership Registered in Nevada	Scottsdale, AZ	View Report
United Planners' Financial Services of America, a Limited Partnership Registered in Idaho	Scottsdale, AZ Boise, ID	View Report
United Planners' Financial Services of America, a Limited Partnership Registered in Alabama	Montgomery, AL Scottsdale, AZ	View Report
United Planners' Financial Services of America, a Limited Partnership Registered in Arkansas	Spring Street Little Rock, AR Spring Street Little Rock, AZ (1 more)	View Report

Address Match:7333 E Doubletree Ranch Rd Scottsdale, AZ

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United Planners' Financial Services of America, a Limited Partnership Registered in Connecticut	Hartford, CT Scottsdale, AZ	View Report
United Planners' Group, Inc. Registered in Florida	Scottsdale, AZ	View Report
United Planners' Financial Services of America, a Limited Partnership Registered in North Dakota	Bismarck, ND Scottsdale, AZ	View Report
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Related Business Names:

United Planners Financial Services of America, a Limited Partnership Registered in New York	Albany, NY	View Report
United Planners' Financial Services of America, a Limited Partnership Registered in Ohio	Scottsdale, AZ	View Report
United Planners' Financial Services of America, a Limited Partnership Registered in Pennsylvania		View Report
United Planners' Financial Services of America, a Limited Partnership Registered in Wyoming	Cheyenne, WY Scottsdale, AZ	View Report
United Planners' Financial Services of America, a Limited Partnership Registered in Missouri	Jefferson City, MO Scottsdale, AZ	View Report
United Planners' Financial Services of America, a Limited Partnership Registered in Minnesota	Minnesota	View Report
United Planners' Financial Services of America, a Limited Partnership Registered in North Carolina	Raleigh, NC	View Report
United Planners' Financial Services of America, a Limited Partnership Registered in Idaho	Phoenix, AZ Scottsdale, AZ	View Report

View More in Scottsdale, AZ

Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor