Coordinated Financial Planning
Ohio
Ohio
Registered In
11/23/1973
Incorp. Date
Company Summary
Coordinated Financial Planning in Ohio lists John H Amendt & Thomas L Holtz of Dayton, OH.
- Registered In
- Ohio
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Registered Trade Name
- Status
- D
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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John H Amendt & Thomas L Holtz
Registered Agent
|
3400 S DIXIE DR, DAYTON, OH 45439
|
Financial Information for Coordinated Financial Planning
Form 5500
COORDINATED FINANCIAL PLANNING, INC.
4555 Lake Forest Drive Suite 560, Cincinnati, Oh 45242 (513) 769-3131 EIN:31-1069735 Plan Admin:Stephen Perrin Sr| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCOORDINATED FINANCIAL PLANNING, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$3,802,496 / $3,443,489 | 2022 | COORDINATED FINANCIAL PLANNING, INC. PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $3,802,496 / $3,443,489 |
| 2021 | Plan NameCOORDINATED FINANCIAL PLANNING, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$3,362,418 / $3,802,496 | 2021 | COORDINATED FINANCIAL PLANNING, INC. PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $3,362,418 / $3,802,496 |
| 2020 | Plan NameCOORDINATED FINANCIAL PLANNING, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$3,021,597 / $3,362,418 | 2020 | COORDINATED FINANCIAL PLANNING, INC. PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $3,021,597 / $3,362,418 |
| 2019 | Plan NameCOORDINATED FINANCIAL PLANNING, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$2,617,670 / $3,021,597 | 2019 | COORDINATED FINANCIAL PLANNING, INC. PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $2,617,670 / $3,021,597 |
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
The following government agencies have contributed data:
Ohio Secretary of State U.S. Department of Labor
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