Planningteam, Inc.

Sheldon A Smith Registered Agent

122 E BROADWAY AVE, BISMARCK, ND 58501

320 N 4TH ST FL 3, BISMARCK, ND 58501 View Map
PO BOX 1618, BISMARCK, ND 58502 (Mailing) View Map

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Form 5500

320 N 4th Street, Bismarck, Nd 58501 (701) 255-6832 EIN:45-0450545 Plan Admin:James Braun

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePLANNINGTEAM, INC. SAFE HARBOR 401(K) PSP Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$7,180,978 / $6,314,800	2022	PLANNINGTEAM, INC. SAFE HARBOR 401(K) PSP - Plan #001	15 / 15	$7,180,978 / $6,314,800
2021	Plan NamePLANNINGTEAM, INC. SAFE HARBOR 401(K) PSP Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$5,739,572 / $7,180,978	2021	PLANNINGTEAM, INC. SAFE HARBOR 401(K) PSP - Plan #001	15 / 15	$5,739,572 / $7,180,978
2020	Plan NamePLANNINGTEAM, INC. SAFE HARBOR 401(K) PSP Plan #001 Participants BOY/EOY16 / 15 Assets BOY/EOY$4,577,167 / $5,739,572	2020	PLANNINGTEAM, INC. SAFE HARBOR 401(K) PSP - Plan #001	16 / 15	$4,577,167 / $5,739,572
2019	Plan NamePLANNINGTEAM, INC. SAFE HARBOR 401(K) PSP Plan #001 Participants BOY/EOY14 / 16 Assets BOY/EOY$3,371,889 / $4,577,167	2019	PLANNINGTEAM, INC. SAFE HARBOR 401(K) PSP - Plan #001	14 / 16	$3,371,889 / $4,577,167

Benefit & Retirement Plans based on Form 5500.

Address Match:320 N 4th St Fl 3 Bismarck, ND

503 Properties, Inc. Registered in North Dakota	Bismarck, ND	View Report
James Braun Financial, Inc. Registered in North Dakota	Bismarck, ND	View Report
Kna Holdings, LLP Registered in North Dakota	Bismarck, ND	View Report
Perry Bohl Financial, Inc. Registered in North Dakota	Bismarck, ND	View Report
Wayne Muehler Financial, Inc. Registered in North Dakota	Bismarck, ND	View Report

Address Match:Po Box 1618 Bismarck, ND

Muehler, Bohl & Braun, Inc. Registered in North Dakota	Bismarck, ND	View Report
Thomas Gunderson, Inc. Registered in North Dakota	Bismarck, ND	View Report
James P. Braun, Inc. Registered in North Dakota	Bismarck, ND	View Report

Address Match:320 N 4th St Bismarck, ND

Aldinger Investments, Inc Registered in North Dakota	Bismarck, ND	View Report
Hinsz Wealth Management, Inc. Registered in North Dakota	Bismarck, ND	View Report
State Bank of Bismarck Registered in North Dakota	Bismarck, ND Dickinson, ND	View Report
Manna Foundation Registered in North Dakota	Bismarck, ND	View Report
Mary College Ancilla Club Registered in North Dakota	Bismarck, ND	View Report
No Dak South Central Health Planning Council Registered in North Dakota	Bismarck, ND	View Report
Planningteam North, LLC Registered in North Dakota	Bismarck, ND	View Report
Riverside Service Corporation Registered in North Dakota	Bismarck, ND	View Report
Starting Line-Up L.L.C. Registered in North Dakota	Bismarck, ND	View Report
Thomas M. Gunderson Inc. Registered in North Dakota	Bismarck, ND	View Report
West Manor Association Registered in North Dakota	Bismarck, ND	View Report
Bismarck Bancshares, Inc. Registered in North Dakota	Bismarck, ND	View Report
Realty Center One Registered in North Dakota	Bismarck, ND Dickinson, ND	View Report
Envirex Ltd. Inc. (Tn-Envirex Ltd.) Registered in Tennessee	Bismarck, ND Nashville, TN	View Report

Person/City Match:Sheldon A Smith - Bismarck, ND

Arcus Development Company Registered in North Dakota	Bismarck, ND	View Report
Berentson's Candak Lounge LLC Registered in North Dakota	Bismarck, ND Westhope, ND	View Report
Beulah Dental Weiss, Pc Registered in North Dakota	Beulah, ND Bismarck, ND	View Report
Big Muddy Crossfit, LLC Registered in North Dakota	Bismarck, ND	View Report
Diamond V Trucking, LLC Registered in North Dakota	Bismarck, ND Selfridge, ND	View Report
Jborsm, LLC Registered in North Dakota	Bismarck, ND	View Report
Jd Nichols LLLP Registered in North Dakota	Bismarck, ND Stanley, ND	View Report
Jeff and Nancy Boettcher Family LLLP Registered in North Dakota	Bismarck, ND Willow City, ND	View Report
Ko Racing, Inc. Registered in North Dakota	Bismarck, ND	View Report
M & R Artz Family LLLP Registered in North Dakota	Antler, ND Bismarck, ND	View Report
Mitchell and Doris Bures Family LLLP Registered in North Dakota	Bismarck, ND Ross, ND	View Report
Reinowski Family LLLP Registered in North Dakota	Anamoose, ND Bismarck, ND	View Report
Ripplinger Family LLLP Registered in North Dakota	Bismarck, ND	View Report
Sheldon A. Smith LLLP Registered in North Dakota	Bismarck, ND	View Report
Sheldon A. Smith, P.C. Registered in North Dakota	Bismarck, ND	View Report
Sorenson Family LLLP Registered in North Dakota	Bismarck, ND Ross, ND	View Report
Strobeck Lindseth Farm LLLP Registered in North Dakota	Bismarck, ND Las Vegas, NV (1 more)	View Report
Vetsch Independent Power, Inc. Registered in North Dakota	Bismarck, ND Mandan, ND	View Report

The following government agencies have contributed data:

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

Company Summary