Financial Planning Association

North Carolina
Registered In
01/30/2012
Incorp. Date
Foreign
Registration Type
District of Columbia
Foreign Jurisdiction

Company Summary

Financial Planning Association at 7535 E Hampden Ave STE 600, Denver, Co 80231 lists Secretary Of State of Raleigh, NC.

Overview

Registered In
North Carolina
Incorporation Date
Company Type
Non-Profit Corporation
Status
Withdrawn
Registration Type
Foreign
Foreign Jurisdiction
District of Columbia
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People

Secretary Of State Registered Agent
2 S SALISBURY ST, RALEIGH, NC 27601 PO BOX 29622, RALEIGH, NC 27626 (Mailing)

Map & Locations

7535 E HAMPDEN AVE STE 600, DENVER, CO 80231 View Map

Financials

Financial Information for Financial Planning Association

Form 5500

FINANCIAL PLANNING ASSOCIATION

1290 North Broadway Suite 1625, Denver, Co 80203 (303) 867-7107 EIN:84-1521488 Plan Admin:Sandra Garcia
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameFINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY75 / 70 Assets BOY/EOY$9,371,631 / $6,110,506 2022 FINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 75 / 70 $9,371,631 / $6,110,506
2021 Plan NameFINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY71 / 75 Assets BOY/EOY$9,574,680 / $9,371,631 2021 FINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 71 / 75 $9,574,680 / $9,371,631
2020 Plan NameFINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY77 / 71 Assets BOY/EOY$8,437,641 / $9,574,680 2020 FINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 77 / 71 $8,437,641 / $9,574,680
2019 Plan NameFINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST Plan #002 Participants BOY/EOY73 / 74 Assets BOY/EOY$6,795,517 / $8,437,641 2019 FINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST - Plan #002 73 / 74 $6,795,517 / $8,437,641
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• North Carolina Secretary of State • U.S. Department of Labor
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