Planners Advisory Services, LLC

Iowa

Registered In

11/01/2018

Incorp. Date

Company Summary

Planners Advisory Services, LLC in Iowa lists David J. Mcnamara of West Des Moines, IA.

David J. Mcnamara Registered Agent

1012 GRAND AVE, WEST DES MOINES, IA 50265

Form 5500

1049 28th Street, West Des Moines, Ia 50266 (515) 238-7482 EIN:83-2336204 Plan Admin:David J Mcnamara

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePLANNERS ADVISORY SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 1 Assets BOY/EOY$2,269,723 / $1,756,723	2022	PLANNERS ADVISORY SERVICES, INC. 401(K) PLAN - Plan #001	6 / 1	$2,269,723 / $1,756,723
2021	Plan NamePLANNERS ADVISORY SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$2,345,101 / $2,269,723	2021	PLANNERS ADVISORY SERVICES, INC. 401(K) PLAN - Plan #001	6 / 6	$2,345,101 / $2,269,723
2020	Plan NamePLANNERS ADVISORY SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,996,443 / $2,345,101	2020	PLANNERS ADVISORY SERVICES, INC. 401(K) PLAN - Plan #001	7 / 6	$1,996,443 / $2,345,101
2019	Plan NamePLANNERS ADVISORY SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,534,901 / $1,996,443	2019	PLANNERS ADVISORY SERVICES, INC. 401(K) PLAN - Plan #001	6 / 6	$1,534,901 / $1,996,443

Benefit & Retirement Plans based on Form 5500.

PPP Loans

1012 grand ave, WEST DES MOINES, IA 50265-3501

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$33,000 Forgiven$33,275 LenderFirst National Bank Ames, Iowa Jobs3	04/14/2020	$33,000	$33,275	First National Bank Ames, Iowa	3

PPP Loans based on Paycheck Protection Program.

Person/City Match:David J Mcnamara - West Des Moines, IA

Vf Realty, L.C. Registered in Iowa	West Des Moines, IA		View Report

The following government agencies have contributed data:

Iowa Secretary of State U.S. Department of Labor U.S. Small Business Administration

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