Planners Advisory Services, LLC
Iowa
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.
Overview
Registered In
Iowa
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Not Available
Registration Type
Domestic
Search Other Resources
People
|
David J. Mcnamara
Registered Agent
|
1012 GRAND AVE, WEST DES MOINES, IA 50265
|
Financials
Financial Information for Planners Advisory Services, LLC
Form 5500
PLANNERS ADVISORY SERVICES, LLC
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
PLANNERS ADVISORY SERVICES, LLC
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.
Linked Companies
Person/City Match:David J Mcnamara - West Des Moines, IA
|
Vf Realty, L.C.
Registered in Iowa
|
West Des Moines, IA | View Report |
Sources
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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