Capital Planning, Inc.

Christine Dorothea Phillips Registered Agent	7635 148TH ST W # 340, APPLE VALLEY, MN 55124
Christine D Phillips CEO	7635 148TH ST W # 340, APPLE VALLEY, MN 55124

7635 148TH ST W # 340, APPLE VALLEY, MN 55124 View Map

Form 5500

7635 148th Street W #340, Apple Valley, Mn 55124 (952) 541-9464 EIN:41-1401904 Plan Admin:Christine Phillips

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCAPITAL PLANNING, INC. 401(K) PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$488,892 / $522,906	2022	CAPITAL PLANNING, INC. 401(K) PLAN - Plan #002	4 / 4	$488,892 / $522,906
2021	Plan NameCAPITAL PLANNING, INC. 401(K) PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$478,454 / $488,892	2021	CAPITAL PLANNING, INC. 401(K) PLAN - Plan #002	4 / 4	$478,454 / $488,892
2020	Plan NameCAPITAL PLANNING, INC. 401(K) PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$348,845 / $478,454	2020	CAPITAL PLANNING, INC. 401(K) PLAN - Plan #002	4 / 4	$348,845 / $478,454
2019	Plan NameCAPITAL PLANNING, INC. 401(K) PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$269,586 / $348,845	2019	CAPITAL PLANNING, INC. 401(K) PLAN - Plan #002	4 / 4	$269,586 / $348,845

Benefit & Retirement Plans based on Form 5500.

PPP Loans

7635 148th St W, Saint Paul, MN 55124-7800 Industry:Other Financial Vehicles Ethnicity:Not Hispanic or Latino Race:Asian Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
01/21/2021	Approved$41,300 Forgiven$41,565 LenderThink Mutual Bank Jobs4	01/21/2021	$41,300	$41,565	Think Mutual Bank	4
05/01/2020	Approved$41,300 Forgiven$41,589 LenderThink Mutual Bank Jobs4	05/01/2020	$41,300	$41,589	Think Mutual Bank	4

PPP Loans based on Paycheck Protection Program.

Related Business Names:

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Columbia Capital Planning, Inc. Registered in Oregon	Portland, OR	View Report
First Capital Planning, Inc. Registered in Florida	Orlando, FL	View Report
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Consolidated Capital Planning, Inc. Registered in North Carolina	Charlotte, NC	View Report
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Alpha Capital Planning, Inc. Registered in California	Alpine, CA	View Report
American Capital Planning, Inc. Registered in Missouri	Saint Louis, MO	View Report
Mercer Capital Planning, Inc. Registered in Texas	Houston, TX	View Report

Address Match:7635 148th St W Apple Valley, MN

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The following government agencies have contributed data:

Office of the Minnesota Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary