Independent Planners Group, LLC
Massachusetts
Registered In
05/10/2019
Incorp. Date
Foreign
Registration Type
Arizona
Foreign Jurisdiction
Company Summary
Independent Planners Group, LLC at 86 Summit Ave STE 303, Summit, Nj 07901 lists Simplicity Financial Marketing Holdings, Inc. as the associate.
- Registered In
- Massachusetts
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Arizona
- Company Type
- Foreign Limited Liability Company (Llc)
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Registered Agent Solutions, Inc.
Registered Agent
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44 SCHOOL ST STE 505, BOSTON, MA 02108
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Simplicity Financial Marketing Holdings, Inc.
Manager
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Simplicity Financial Marketing Holdings, Inc.
REAL PROPERTY
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
View Map
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Financial Information for Independent Planners Group, LLC
Form 5500
INDEPENDENT PLANNERS GROUP, LLC
20645 N Pima Rd, Ste. 150, Scottsdale, Az 85255 (480) 488-0599 EIN:46-1097663 Plan Admin:Douglas Wright| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameIPG 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 0 Assets BOY/EOY$369,521 / $197,532 | 2022 | IPG 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 0 | $369,521 / $197,532 |
| 2021 | Plan NameIPG 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 11 Assets BOY/EOY$313,240 / $369,521 | 2021 | IPG 401(K) PROFIT SHARING PLAN - Plan #001 | 13 / 11 | $313,240 / $369,521 |
| 2020 | Plan NameIPG 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$237,191 / $313,240 | 2020 | IPG 401(K) PROFIT SHARING PLAN - Plan #001 | 12 / 12 | $237,191 / $313,240 |
| 2019 | Plan NameIPG 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$177,378 / $237,191 | 2019 | IPG 401(K) PROFIT SHARING PLAN - Plan #001 | 12 / 12 | $177,378 / $237,191 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
INDEPENDENT PLANNERS GROUP LLC
20645 N Pima Rd Ste 150, Scottsdale, AZ 85255-5597 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/06/2021 | Approved$198,800 Forgiven$200,026 LenderMidFirst Bank Jobs14 | 02/06/2021 | $198,800 | $200,026 | MidFirst Bank | 14 |
| 04/10/2020 | Approved$195,600 Forgiven$197,551 LenderMidFirst Bank Jobs13 | 04/10/2020 | $195,600 | $197,551 | MidFirst Bank | 13 |
PPP Loans based on Paycheck Protection Program.
Person/Address Match:Simplicity Financial Marketing Holdings Inc -
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American Financial Network, LLC
Registered in Massachusetts
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Summit, NJ Parsippany, NJ | View Report | |
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Daly Insurance Brokerage Services, LLC
Registered in Connecticut
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Rocky Hill, CT Southington, CT | View Report | |
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Tax-Free Retirement Inc.
Registered in Washington
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Gig Harbor, WA | View Report | |
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Wealthwise Partners, LLC
Registered in Massachusetts
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Boston, MA Summit, NJ | View Report | |
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Advisors Resource, LLC
Registered in Minnesota
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Paul, MN Summit, NJ | View Report | |
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Independent Planners Group L.L.C.
Registered in Minnesota
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Paul, MN Scottsdale, AZ | View Report | |
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Simplicity Solutions, LLC
Registered in Minnesota
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Blmgtn, MN Summit, NJ (1 more) | View Report | |
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Independent Planners Group, LLC
Registered in Idaho
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Summit, NJ Scottsdale, AZ | View Report | |
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Wealthwise Partners LLC
Registered in Idaho
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Hartford, CT Summit, NJ | View Report |
Address Match:86 Summit Ave Summit, NJ
Address Match:86 Summit Ave Ste 303 Summit, NJ
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Simplicity Financial Distributors Inc.
Registered in West Virginia
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Charleston, WV Summit, NJ | View Report | |
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Futurity First Insurance Agency Inc.
Registered in New Mexico
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Dover, DE Espanola, NM (1 more) | View Report | |
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Lenz Financial Group, Inc.
Registered in Oregon
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Portland, OR Summit, NJ | View Report | |
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Lone Beacon Media LLC
Registered in Florida
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Summit, NJ Lakewood Ranch, FL (1 more) | View Report | |
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Optima Diversified Insurance Agency, LLC
Registered in Massachusetts
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Summit, NJ Boston, MA (1 more) | View Report | |
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Producer Resources Inc.
Registered in Massachusetts
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Summit, NJ Downers Grove, IL | View Report | |
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The Sunderland Group of North Dakota, LTD.
Registered in Virginia
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Mechanicsville, VA Summit, NJ (1 more) | View Report | |
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Triton Brokerage Group, Inc.
Registered in Massachusetts
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Boston, MA Summit, NJ (1 more) | View Report | |
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Was Insurance, LLC
Registered in Massachusetts
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Summit, NJ Elkhorn, NE (2 more) | View Report | |
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Was Insurance Llc LLC
Registered in Minnesota
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Omaha, NE Paul, MN (1 more) | View Report | |
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Simplicity Financial Distributors Inc.
Registered in Idaho
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Hartford, CT Summit, NJ | View Report | |
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Simplicity Life Inc.
Registered in Idaho
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Hartford, CT Summit, NJ | View Report |
Related Business Names:
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Independent Planners Group LLC
Registered in New Jersey
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View Report | ||
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Independent Planners Group, LLC
Registered in New York
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Scottsdale, AZ | View Report | |
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Arizona Independent Planners Group, LLC
Registered in Virginia
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Scottsdale, AZ Virginia Beach, VA | View Report | |
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Independent Planners Group, LLC
Registered in Arizona
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Scottsdale, AZ | View Report | |
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Independent Planners Group, LLC
Registered in Missouri
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Saint Louis, MO | View Report | |
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Independent Planners Group, LLC
Registered in Texas
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Houston, TX Penn Valley, CA | View Report | |
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Independent Planners Group LLC
Registered in Texas
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Glendale, AZ Scottsdale, AZ | View Report | |
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Independent Planners Group, LLC
Registered in Idaho
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Boise, ID Scottsdale, AZ | View Report | |
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Independent Planners Group LLC
Registered in Arkansas
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Bella Vista, AR Scottsdale, AZ | View Report |
The following government agencies have contributed data:
Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration
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