International Planning Group, Inc.

Wellesley, MA

Florida

Registered In

05/13/1998

Incorp. Date

Foreign

Registration Type

Massachusetts

Foreign Jurisdiction

Company Summary

International Planning Group, Inc. at 888 Worcester St, Wellesley, Ma 02482 lists Baker Jon M of Boston, MA and Lamb Steven of East Bridgewater, MA.

Overview

Registered In

Florida

Incorporation Date

05/13/1998

Company Type

Foreign Profit

Status

Inactive

Registration Type

Foreign

Foreign Jurisdiction

Massachusetts

EIN

04-3175459

Email

********@ipgltd.com

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People

Baker Jon M Secretary/Director	300 BOYLSTON ST APT 1203, BOSTON, MA 02116 (View Past Addresses)
Lamb Steven Treasurer/Director	25 ROLLING HILLS DR, EAST BRIDGEWATER, MA 02333

Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history

Map & Locations

888 WORCESTER ST, WELLESLEY, MA 02482 View Map
888 WORCESTER ST STE 130, WELLESLEY, MA 02482 (Mailing) View Map

Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history

Financials

Financial Information for International Planning Group, Inc.

Form 5500

INTERNATIONAL PLANNING GROUP, INC.

888 Worcester Street, Suite 130, Wellesley, Ma 02482 (781) 237-5900 EIN:04-3175459 Plan Admin:Steven Lamb

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameINTERNATIONAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY45 / 45 Assets BOY/EOY$12,697,358 / $12,384,907	2023	INTERNATIONAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	45 / 45	$12,697,358 / $12,384,907
2022	Plan NameINTERNATIONAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY49 / 44 Assets BOY/EOY$17,326,289 / $12,697,358	2022	INTERNATIONAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	49 / 44	$17,326,289 / $12,697,358
2021	Plan NameINTERNATIONAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY54 / 49 Assets BOY/EOY$15,573,728 / $17,326,289	2021	INTERNATIONAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	54 / 49	$15,573,728 / $17,326,289
2020	Plan NameINTERNATIONAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY56 / 54 Assets BOY/EOY$13,415,846 / $15,573,728	2020	INTERNATIONAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	56 / 54	$13,415,846 / $15,573,728
2019	Plan NameINTERNATIONAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY54 / 56 Assets BOY/EOY$10,282,952 / $13,415,846	2019	INTERNATIONAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	54 / 56	$10,282,952 / $13,415,846

Benefit & Retirement Plans based on Form 5500.

PPP Loans

INTERNATIONAL PLANNING GROUP, INC.

62 Walnut Street, Ste. 200, WELLESLEY HILLS, MA 02481-2109 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/16/2020	Approved$683,455 Forgiven$690,140 LenderManufacturers and Traders Trust Company Jobs42	04/16/2020	$683,455	$690,140	Manufacturers and Traders Trust Company	42

PPP Loans based on Paycheck Protection Program.

Linked Companies

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International Planning Group Insurance Agency, Inc. Registered in Ohio	New Albany, OH Wellesley, MA	View Report
International Planning Group Insurance Agency, Inc. Registered in Massachusetts	East Bridgewater, MA Wellesley, MA	View Report
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Address Match:888 Worcester St Wellesley, MA

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Address Match:888 Worcester St Ste 130 Wellesley, MA

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Person/City Match:Baker Jon M - Boston, MA

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Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor • U.S. Small Business Administration

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