Total Wealth Planning, LLC

Ohio

Registered In

09/11/2014

Incorp. Date

Company Summary

Total Wealth Planning, LLC in Ohio lists Mark H Longenecker, Jr. as the associate.

Mark H. Longenecker, Jr. Registered Agent	7811 LAUREL AVE STE A, CINCINNATI, OH 45243
Mark H Longenecker, Jr.

Form 5500

4665 Cornell Road Suite 160, Cincinnati, Oh 45241 (513) 984-9270 EIN:47-0988610 Plan Admin:David D Wilder

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTWP 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY17 / 19 Assets BOY/EOY$3,205,838 / $4,202,344	2023	TWP 401(K) PROFIT SHARING PLAN - Plan #002	17 / 19	$3,205,838 / $4,202,344
2022	Plan NameTWP 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY14 / 15 Assets BOY/EOY$3,445,694 / $3,205,838	2022	TWP 401(K) PROFIT SHARING PLAN - Plan #002	14 / 15	$3,445,694 / $3,205,838
2021	Plan NameTWP 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY15 / 14 Assets BOY/EOY$2,674,331 / $3,445,694	2021	TWP 401(K) PROFIT SHARING PLAN - Plan #002	15 / 14	$2,674,331 / $3,445,694
2020	Plan NameFMG 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY14 / 14 Assets BOY/EOY$2,037,577 / $2,674,331	2020	FMG 401(K) PROFIT SHARING PLAN - Plan #002	14 / 14	$2,037,577 / $2,674,331

Benefit & Retirement Plans based on Form 5500.

PPP Loans

4665 Cornell Rd, Blue Ash, Oh 45241-2411 Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/09/2020	Approved$236,655 Forgiven$238,075 LenderRepublic Bank & Trust Company Jobs13	04/09/2020	$236,655	$238,075	Republic Bank & Trust Company	13

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Total Wealth Planning LLC Registered in New York	Hauppauge, NY	View Report
Total Wealth Planning, LLC Registered in Iowa	West Des Moines, IA	View Report
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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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