Financial Planning Association

Registered In: North Carolina
Incorporation Date: 01/30/2012
Registration Type: Foreign
Foreign Jurisdiction: District of Columbia
Company Type: Non-Profit Corporation
Status: Withdrawn
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Secretary Of State Registered Agent

2 S SALISBURY ST, RALEIGH, NC 27601 PO BOX 29622, RALEIGH, NC 27626 (Mailing)

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

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.

Address Match:7535 E Hampden Ave Ste 600 Denver, CO

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Financial Planning Association of Central Oklahoma Registered in Oklahoma	Oklahoma City, OK	View Report
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The following government agencies have contributed data:

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

Financial Planning Association

Company Summary

Financial Information for Financial Planning Association

FINANCIAL PLANNING ASSOCIATION