Financial Planning Resources, Inc.
Oklahoma
Oklahoma
Registered In
01/02/1998
Incorp. Date
Company Summary
Financial Planning Resources, Inc. in Oklahoma lists Ulf R Heller of Oklahoma City, OK as the associate.
Overview
Registered In
Oklahoma
Incorporation Date
Company Type
Domestic for Profit Business Corporation
Status
In Existence
Registration Type
Domestic
Search Other Resources
People
|
James K (Skip) Nichols
Registered Agent
|
2250 E 73RD ST STE 650, TULSA, OK 74136
|
|
|
Ulf R Heller
|
OKLA CITY, OK
|
Financials
Financial Information for Financial Planning Resources, Inc.
Form 5500
FINANCIAL PLANNING RESOURCES, INC.
2250 E. 73rd St., Ste. 650, Tulsa, Ok 74136 (918) 494-2929 EIN:73-1532417 Plan Admin:Jessica Robb| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameFINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY16 / 20 Assets BOY/EOY$1,627,118 / $1,684,805 | 2023 | FINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 16 / 20 | $1,627,118 / $1,684,805 |
| 2022 | Plan NameFINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY13 / 16 Assets BOY/EOY$1,792,124 / $1,627,118 | 2022 | FINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 13 / 16 | $1,792,124 / $1,627,118 |
| 2021 | Plan NameFINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$1,400,785 / $1,792,124 | 2021 | FINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 13 / 13 | $1,400,785 / $1,792,124 |
| 2020 | Plan NameFINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,455,429 / $1,400,785 | 2020 | FINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 12 / 12 | $1,455,429 / $1,400,785 |
| 2019 | Plan NameFINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,175,142 / $1,455,429 | 2019 | FINANCIAL PLANNING RESOURCES, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 12 / 12 | $1,175,142 / $1,455,429 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FINANCIAL PLANNING RESOURCES INC
2250 E 73rd St, Tulsa, Ok 74136-6844| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/29/2020 | Approved$160,000 Forgiven$161,096 LenderFirst Oklahoma Bank Jobs13 | 04/29/2020 | $160,000 | $161,096 | First Oklahoma Bank | 13 |
PPP Loans based on Paycheck Protection Program.
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Related Business Names:
Person/City Match:Ulf R Heller - Oklahoma City, OK
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Sources
The following government agencies have contributed data:
• Oklahoma Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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