Capital Planning Services
Pennsylvania
Registered In
12/30/1996
Incorp. Date
Company Summary
Capital Planning Services at 5100 Tighman ST STE 315, Allentown, Pa 18104 lists Capital Planning Services Corp as the associate.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Fictitious Name
- Status
- Active
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- SEC | EDGAR Trellis.Law Recent News
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Capital Planning Services Corp
Owner
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5100 TIGHMAN ST STE 315, ALLENTOWN, PA 18104
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Financial Information for Capital Planning Services
Form 5500
CAPITAL PLANNING SERVICES, CORP.
4505 Saucon Creek Road Suite 100, Center Valley, Pa 18034 (610) 871-3500 EIN:23-2872074 Plan Admin:Ann Brinckman| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCAPITAL PLANNING SERVICES, CORP. 401(K) PLAN Plan #001 Participants BOY/EOY14 / 18 Assets BOY/EOY$2,114,537 / $1,823,845 | 2022 | CAPITAL PLANNING SERVICES, CORP. 401(K) PLAN - Plan #001 | 14 / 18 | $2,114,537 / $1,823,845 |
| 2021 | Plan NameCAPITAL PLANNING SERVICES, CORP. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$1,655,948 / $2,114,537 | 2021 | CAPITAL PLANNING SERVICES, CORP. 401(K) PLAN - Plan #001 | 12 / 14 | $1,655,948 / $2,114,537 |
| 2020 | Plan NameCAPITAL PLANNING SERVICES, CORP. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,451,668 / $1,655,948 | 2020 | CAPITAL PLANNING SERVICES, CORP. 401(K) PLAN - Plan #001 | 12 / 12 | $1,451,668 / $1,655,948 |
| 2019 | Plan NameCAPITAL PLANNING SERVICES, CORP. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 12 Assets BOY/EOY$1,022,971 / $1,451,668 | 2019 | CAPITAL PLANNING SERVICES, CORP. 401(K) PLAN - Plan #001 | 10 / 12 | $1,022,971 / $1,451,668 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CAPITAL PLANNING SERVICES CORP
4505 SAUCON CREEK RD Ste 100, CENTER VALLEY, PA 18034-8481 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/08/2020 | Approved$212,535 Forgiven$214,353 LenderAmerican Bank Jobs11 | 04/08/2020 | $212,535 | $214,353 | American Bank | 11 |
PPP Loans based on Paycheck Protection Program.
Person/Address Match:Capital Planning Services Corp -
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Capital Planning Wealth Management
Registered in Pennsylvania
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Center Valley, PA Valley, PA | View Report |
Related Business Names:
The following government agencies have contributed data:
Pennsylvania Department of State U.S. Department of Labor U.S. Small Business Administration
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