Xy Planning Network, LLC

Bozeman, MT

Montana

Registered In

02/03/2014

Incorp. Date

Company Summary

Xy Planning Network, LLC at 24 E Main St, Bozeman, Mt 59715 lists Stephanie Foster of Bozeman, MT and a DBA of Xy Tax Solutions.

Registered In: Montana
Incorporation Date: 02/03/2014
Registration Type: Domestic
Company Type: Domestic Limited Liability Company
Status: Active-Good Standing
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Stephanie Foster Registered Agent

24 E MAIN ST, BOZEMAN, MT 59715

24 E MAIN ST, BOZEMAN, MT 59715 View Map

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Fa Bean Counters	Bozeman, MT
Xy Bean Counters	Bozeman, MT
Xy Compliance Solutions	Bozeman, MT
Xy Learning Center	Bozeman, MT
Xy Tax Solutions	Bozeman, MT

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.

Address Match:24 E Main St Bozeman, MT

Advicepay Inc. Registered in Ohio	Bozeman, MT Cincinnati, OH	View Report
Advicepay Inc. Registered in California	Bozeman, MT Westlake Village, CA (1 more)	View Report
Xy Investment Solutions, LLC Registered in Missouri	Bozeman, MT Saint Louis, MO	View Report
Xy Planning Network, LLC Registered in Oregon	Bozeman, MT Keizer, OR	View Report
Xy Planning Network, LLC Registered in Utah	Bozeman, MT Saint George, UT	View Report
Xy Investment Solutions LLC Registered in Minnesota	Albertville, MN Bozeman, MT	View Report
Xy Planning Network LLC Registered in Minnesota	Albertville, MN Bozeman, MT	View Report
Xy Investment Solutions, LLC Registered in Montana	Bozeman, MT	View Report
Xy Planning Network, Inc. Registered in Montana	Bozeman, MT	View Report
Advicepay, Inc Registered in Colorado	Bozeman, MT Brighton, CO	View Report
Xy Planning Network Registered in Colorado	Bozeman, MT Colorado Springs, CO	View Report
Fa Bean Counters LLC Registered in Montana	Bozeman, MT	View Report
Xy Tax Solutions, LLC Registered in Montana	Bozeman, MT	View Report

Related Business Names:

Xy Planning Network, LLC Registered in Missouri	Springfield, MO		View Report
Xy Planning Network, LLC Registered in Idaho	Boise, ID Bozemaan, MT		View Report

View More in Bozeman, MT

The following government agencies have contributed data:

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

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