Xy Planning Network, Inc.

Bozeman, MT

Montana

Registered In

12/11/2020

Incorp. Date

Company Summary

Xy Planning Network, Inc. at 24 E Main ST Robert Alan Moore, Bozeman, Mt 59715 lists Stephanie Foster of Bozeman, MT and a DBA of Xy Planning Network.

Overview

Registered In

Montana

Incorporation Date

12/11/2020

Company Type

Domestic Profit Corporation

Status

Active-Good Standing

Registration Type

Domestic

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People

Stephanie Foster Registered Agent

24 E MAIN ST, BOZEMAN, MT 59715

Map & Locations

24 E MAIN ST ROBERT ALAN MOORE, BOZEMAN, MT 59715 View Map

Alias/DBA

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).

Xy Planning Network

Bozeman, MT

Financials

Financial Information for Xy Planning Network, Inc.

Form 5500

XY PLANNING NETWORK, INC.

24e. Main Street, Bozeman, Mt 59715 (406) 413-9200 EIN:46-4697129 Plan Admin:Heather Walstad

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameXY PLANNING TEAM MEMBER OWNERSHIP PLAN Plan #002 Participants BOY/EOY103 / 99 Assets BOY/EOY$0 / $0	2022	XY PLANNING TEAM MEMBER OWNERSHIP PLAN - Plan #002	103 / 99	$0 / $0
2021	Plan NameXY PLANNING TEAM MEMBER OWNERSHIP PLAN Plan #002 Participants BOY/EOY79 / 74 Assets BOY/EOY$0 / $0	2021	XY PLANNING TEAM MEMBER OWNERSHIP PLAN - Plan #002	79 / 74	$0 / $0

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.

Linked Companies

Person/City Match:Stephanie Foster - Bozeman, MT

Xy Planning Network, LLC Registered in Montana	Bozeman, MT		View Report

City Match:Bozeman, MT

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Sources

The following government agencies have contributed data:

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