Cygnet Financial Planning, Inc.

Waterford, MI

Ohio

Registered In

01/04/2001

Incorp. Date

Foreign

Registration Type

Michigan

Foreign Jurisdiction

Company Summary

Cygnet Financial Planning, Inc. at 3941 Lotus Dr, Waterford, Mi 48329 lists Richard Bertolo of Broadview Heights, OH.

Registered In: Ohio
Incorporation Date: 01/04/2001
Registration Type: Foreign
Foreign Jurisdiction: Michigan
Company Type: Foreign Corporation
Status: D
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Richard Bertolo Registered Agent

1950 HAMPTON RUN, BROADVIEW HEIGHTS, OH 44147

3941 LOTUS DR, WATERFORD, MI 48329 View Map
4139 W WALTON BLVD STE D, WATERFORD, MI 48329 View Map

Financial Information for Cygnet Financial Planning, Inc.

Form 5500

CYGNET FINANCIAL PLANNING, INC.

PO Box 301000, Waterford, Mi 48330 (248) 623-8772 EIN:38-2469646 Plan Admin:Brian Lakkides

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCYGNET FINANCIAL PLANNING, INC. 401K PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$1,422,223 / $1,698,450	2023	CYGNET FINANCIAL PLANNING, INC. 401K PLAN - Plan #001	12 / 11	$1,422,223 / $1,698,450
2022	Plan NameCYGNET FINANCIAL PLANNING, INC. 401K PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,594,902 / $1,422,223	2022	CYGNET FINANCIAL PLANNING, INC. 401K PLAN - Plan #001	11 / 11	$1,594,902 / $1,422,223
2021	Plan NameCYGNET FINANCIAL PLANNING, INC. 401K PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,275,524 / $1,594,902	2021	CYGNET FINANCIAL PLANNING, INC. 401K PLAN - Plan #001	11 / 11	$1,275,524 / $1,594,902
2020	Plan NameCYGNET FINANCIAL PLANNING, INC. 401K PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$1,067,914 / $1,275,524	2020	CYGNET FINANCIAL PLANNING, INC. 401K PLAN - Plan #001	11 / 10	$1,067,914 / $1,275,524
2019	Plan NameCYGNET FINANCIAL PLANNING, INC. 401K PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$818,811 / $1,067,914	2019	CYGNET FINANCIAL PLANNING, INC. 401K PLAN - Plan #001	11 / 11	$818,811 / $1,067,914

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CYGNET FINANCIAL PLANNING, INC.

4139 West Walton Blvd, WATERFORD, MI 48329-4187 Ethnicity:Not Hispanic or Latino Race:White Veteran:Yes

Loan Date	Approved	Forgiven	Lender	Jobs
04/27/2020	Approved$121,672 Forgiven$122,366 LenderChoiceOne Bank Jobs8	04/27/2020	$121,672	$122,366	ChoiceOne Bank	8

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

Ohio Secretary of State U.S. Department of Labor U.S. Small Business Administration

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