Comprehensive Planners, Inc. in Ohio lists James R. Schaffer, Jr. as the associate.
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James R. Schaffer, Jr.
Registered Agent
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6830 COCHRAN RD, SOLON, OH 44139
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James R. Schaffer, Jr.
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCOMPREHENSIVE PLANNERS INC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 0 Assets BOY/EOY$1,746,364 / $0 | 2023 | COMPREHENSIVE PLANNERS INC 401(K) PLAN - Plan #001 | 3 / 0 | $1,746,364 / $0 |
| 2022 | Plan NameCOMPREHENSIVE PLANNERS INC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,177,046 / $1,746,364 | 2022 | COMPREHENSIVE PLANNERS INC 401(K) PLAN - Plan #001 | 3 / 3 | $2,177,046 / $1,746,364 |
| 2021 | Plan NameCOMPREHENSIVE PLANNERS INC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,868,381 / $2,177,046 | 2021 | COMPREHENSIVE PLANNERS INC 401(K) PLAN - Plan #001 | 3 / 3 | $1,868,381 / $2,177,046 |
| 2020 | Plan NameCOMPREHENSIVE PLANNERS INC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,465,593 / $1,868,381 | 2020 | COMPREHENSIVE PLANNERS INC 401(K) PLAN - Plan #001 | 3 / 3 | $1,465,593 / $1,868,381 |
| 2019 | Plan NameCOMPREHENSIVE PLANNERS INC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,112,399 / $1,465,593 | 2019 | COMPREHENSIVE PLANNERS INC 401(K) PLAN - Plan #001 | 3 / 3 | $1,112,399 / $1,465,593 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$29,200 Forgiven$29,400 LenderCitizens Bank, National Association Jobs3 | 04/15/2020 | $29,200 | $29,400 | Citizens Bank, National Association | 3 |