Worth Financial Planning, Inc.
New Mexico
Registered In
01/31/2006
Incorp. Date
Company Summary
Worth Financial Planning, Inc. at 8301 Manuel Cia Ct Ne, Albuquerque, Nm 87122 lists Bryan Sarracino and Carol A Sarracino as the associates.
Overview
Registered In
New Mexico
Incorporation Date
Company Type
Domestic Profit Corporation
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Carol Sarracino
Registered Agent
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8301 MANUEL CIA CT NE, ALBUQUERQUE, NM 87122
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Bryan Sarracino
Vice President
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Carol A Sarracino
Director
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Map & Locations
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8301 MANUEL CIA CT NE, ALBUQUERQUE, NM 87122
View Map
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Financials
Financial Information for Worth Financial Planning, Inc.
Form 5500
WORTH FINANCIAL PLANNING, INC
8500 Menaul Blvd Suite A300, Albuquerque, Nm 87112 (505) 767-7950 EIN:20-4427087 Plan Admin:Michael Marsh| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWORTH FINANCIAL PLANNING, INC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$392,471 / $590,893 | 2022 | WORTH FINANCIAL PLANNING, INC CASH BALANCE PLAN - Plan #002 | 5 / 5 | $392,471 / $590,893 |
| 2022 | Plan NameWORTH FINANCIAL PLANNING, INC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$308,630 / $384,927 | 2022 | WORTH FINANCIAL PLANNING, INC 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $308,630 / $384,927 |
| 2021 | Plan NameWORTH FINANCIAL PLANNING, INC CASH BALANCE PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$202,913 / $392,471 | 2021 | WORTH FINANCIAL PLANNING, INC CASH BALANCE PLAN - Plan #002 | 5 / 5 | $202,913 / $392,471 |
| 2021 | Plan NameWORTH FINANCIAL PLANNING, INC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$144,899 / $308,630 | 2021 | WORTH FINANCIAL PLANNING, INC 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 5 | $144,899 / $308,630 |
| 2020 | Plan NameWORTH FINANCIAL PLANNING, INC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $144,899 | 2020 | WORTH FINANCIAL PLANNING, INC 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $0 / $144,899 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WORTH FINANCIAL PLANNING INC
8301 Manuel Cia Ct Ne, Albuquerque, Nm 87122-2848| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/30/2020 | Approved$74,403 Forgiven$75,070 LenderBank of America, National Association Jobs5 | 04/30/2020 | $74,403 | $75,070 | Bank of America, National Association | 5 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• New Mexico Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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You can easily find answers to common questions on the Frequently Asked Questions page.
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