Plan Group Financial, Inc. in Oklahoma lists Nelson & Choate of Oklahoma City, OK as the associate.
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Charles O. Onstott Jr
Registered Agent
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6 NE 63RD ST STE 240, OKLAHOMA CITY, OK 73105
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Nelson & Choate
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925 NW 6TH ST, OKLAHOMA CITY, OK 73106
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePLAN GROUP FINANCIAL, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$119,605 / $140,055 | 2022 | PLAN GROUP FINANCIAL, INC. 401(K) PLAN - Plan #001 | 10 / 10 | $119,605 / $140,055 |
| 2021 | Plan NamePLAN GROUP FINANCIAL, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 8 Assets BOY/EOY$76,966 / $119,605 | 2021 | PLAN GROUP FINANCIAL, INC. 401(K) PLAN - Plan #001 | 5 / 8 | $76,966 / $119,605 |
| 2020 | Plan NamePLAN GROUP FINANCIAL, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$35,401 / $76,966 | 2020 | PLAN GROUP FINANCIAL, INC. 401(K) PLAN - Plan #001 | 4 / 5 | $35,401 / $76,966 |
| 2019 | Plan NamePLAN GROUP FINANCIAL, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$3,469 / $35,401 | 2019 | PLAN GROUP FINANCIAL, INC. 401(K) PLAN - Plan #001 | 4 / 4 | $3,469 / $35,401 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$108,700 Forgiven$109,966 LenderFirst United Bank and Trust Company Jobs11 | 04/15/2020 | $108,700 | $109,966 | First United Bank and Trust Company | 11 |
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