Senior Planning Advisors LLC

Michigan

Registered In

03/29/2005

Incorp. Date

Company Summary

Senior Planning Advisors LLC in Michigan lists Kirk M Cassidy of Livonia, MI.

Kirk M Cassidy Registered Agent

38695 W SEVEN MILE RD STE 125, LIVONIA, MI 48152

Form 5500

38695 W Seven Mile Rd. Ste. 125, Livonia, Mi 48152 (248) 567-6688 EIN:20-2566060 Plan Admin:Jessica L. Cassidy

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSENIOR PLANNING ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY20 / 32 Assets BOY/EOY$770,824 / $1,386,698	2023	SENIOR PLANNING ADVISORS 401(K) PLAN - Plan #001	20 / 32	$770,824 / $1,386,698

Benefit & Retirement Plans based on Form 5500.

PPP Loans

38695 7 Mile Rd STE 125 STE 125, Livonia, Mi 48152

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$105,132 Forgiven$106,448 LenderJPMorgan Chase Bank, National Association Jobs12	05/01/2020	$105,132	$106,448	JPMorgan Chase Bank, National Association	12

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Oxford Senior Advisors and Planning, LLC Registered in Utah	Kaysville, UT	View Report
Senior Planning Advisors, LLC Registered in Maine	South Portland, ME	View Report
Senior Planning Advisors, LLC Registered in Oklahoma	Oklahoma City, OK	View Report

Person/City Match:Kirk M Cassidy - Livonia, MI

Cassidy Associates Inc. Registered in Michigan	Livonia, MI	View Report
Senior Planning Advisors - Bloomfield Hills CO. Registered in Michigan	Charter Township of West Bloomfield, MI Livonia, MI	View Report
Starr & Cassidy Inc. Registered in Michigan	Livonia, MI	View Report
Strategic Investment Advisors LLC Registered in Michigan	Livonia, MI	View Report

The following government agencies have contributed data:

Department of Licensing and Regulatory Affairs U.S. Department of Labor U.S. Small Business Administration

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