Plan Group Financial, Inc.

Oklahoma
Registered In
11/10/2016
Incorp. Date

Company Summary

Plan Group Financial, Inc. in Oklahoma lists Nelson & Choate of Oklahoma City, OK as the associate.

Registered In
Oklahoma
Incorporation Date
Registration Type
Domestic
Company Type
Domestic for Profit Business Corporation
Status
In Existence
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Charles O. Onstott Jr Registered Agent
6 NE 63RD ST STE 240, OKLAHOMA CITY, OK 73105
Nelson & Choate
925 NW 6TH ST, OKLAHOMA CITY, OK 73106

Financial Information for Plan Group Financial, Inc.

Form 5500

PLAN GROUP FINANCIAL, INC.

6 NE 63rd St, STE 240, Oklahoma City, Ok 73105 (405) 848-1099 EIN:81-0566793 Plan Admin:Doug Claycomb
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
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PLAN GROUP FINANCIAL, INC.

6 NE 63rd ST STE 240, Oklahoma City, Ok 73105-1401
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
PPP Loans based on Paycheck Protection Program.
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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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