Xy Planning Network, LLC

Missouri
Registered In
10/01/2021
Incorp. Date
Foreign
Registration Type
Montana
Foreign Jurisdiction

Company Summary

Xy Planning Network, LLC in Springfield, MO was registered on 10/01/2021. It is listed at 2847 S Ingram Mill Rd STE A100, Springfield, Mo 65804.

Registered In
Missouri
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Montana
Company Type
Limited Liability Company
Status
Active
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Incorp Services, Inc. Registered Agent
2847 S INGRAM MILL RD STE A100, SPRINGFIELD, MO 65804
2847 S INGRAM MILL RD STE A100, SPRINGFIELD, MO 65804 View Map

Financial Information for Xy Planning Network, LLC

Form 5500

XY PLANNING NETWORK, LLC

24 East Main Street, Bozeman, Mt 59715 (406) 413-9200 EIN:46-4697129 Plan Admin:Guideline, Inc.
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameXY PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY117 / 146 Assets BOY/EOY$2,005,649 / $2,532,770 2022 XY PLANNING 401(K) PLAN - Plan #001 117 / 146 $2,005,649 / $2,532,770
2021 Plan NameXY PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY78 / 119 Assets BOY/EOY$1,071,980 / $2,005,649 2021 XY PLANNING 401(K) PLAN - Plan #001 78 / 119 $1,071,980 / $2,005,649
2020 Plan NameXY PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY39 / 82 Assets BOY/EOY$495,650 / $1,071,980 2020 XY PLANNING 401(K) PLAN - Plan #001 39 / 82 $495,650 / $1,071,980
2019 Plan NameXY PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY27 / 39 Assets BOY/EOY$233,717 / $495,650 2019 XY PLANNING 401(K) PLAN - Plan #001 27 / 39 $233,717 / $495,650
Benefit & Retirement Plans based on Form 5500.
PPP Loans

XY PLANNING NETWORK LLC

24 E Main St, Bozeman, Mt 59715-4758 Industry:All Other Professional, Scientific, and Technical Services
Loan Date Approved Forgiven Lender Jobs
04/06/2020 Approved$792,000 Forgiven$796,839 LenderOpportunity Bank of Montana Jobs49 04/06/2020 $792,000 $796,839 Opportunity Bank of Montana 49
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

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