Independent Planners Group, LLC
Texas
Registered In
03/21/2005
Incorp. Date
Foreign
Registration Type
Arizona
Foreign Jurisdiction
Company Summary
Independent Planners Group, LLC at 1830 Nasa Pkwy # 3103, Houston, Tx 77058 lists Michael J. Ferguson of Penn Valley, CA and Lewis M. Kelley of Carefree, AZ.
Overview
Registered In
Texas
Incorporation Date
Company Type
Foreign Limited Liability Company (Llc)
Status
Forfeited Existence
Registration Type
Foreign
Foreign Jurisdiction
Arizona
Search Other Resources
People
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Patrick D. Way
Registered Agent
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1830 NASA PARKWAY 3103, NASSAU BAY, TX 77058
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Michael J. Ferguson
Managing Member
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Penn Valley, CA 95946
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Lewis M. Kelley
Managing Member
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Carefree, AZ 85377
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Patrick D. Way
Managing Member
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Nassau Bay, TX 77058
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Patrick D. Way
Manager
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Nassau Bay, TX 77058
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Michael J. Ferguson
Manager
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Penn Valley, CA 95946
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Lewis M. Kelley
Manager
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Carefree, AZ 85377
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Map & Locations
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1830 NASA PKWY # 3103, HOUSTON, TX 77058
View Map
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Financials
Financial Information for Independent Planners Group, LLC
Form 5500
INDEPENDENT PLANNERS GROUP, LLC
20645 N Pima Rd, Ste. 150, Scottsdale, Az 85255 (480) 488-0599 EIN:46-1097663 Plan Admin:Douglas Wright| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameIPG 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 0 Assets BOY/EOY$369,521 / $197,532 | 2022 | IPG 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 0 | $369,521 / $197,532 |
| 2021 | Plan NameIPG 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 11 Assets BOY/EOY$313,240 / $369,521 | 2021 | IPG 401(K) PROFIT SHARING PLAN - Plan #001 | 13 / 11 | $313,240 / $369,521 |
| 2020 | Plan NameIPG 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$237,191 / $313,240 | 2020 | IPG 401(K) PROFIT SHARING PLAN - Plan #001 | 12 / 12 | $237,191 / $313,240 |
| 2019 | Plan NameIPG 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$177,378 / $237,191 | 2019 | IPG 401(K) PROFIT SHARING PLAN - Plan #001 | 12 / 12 | $177,378 / $237,191 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
INDEPENDENT PLANNERS GROUP LLC
20645 N Pima Rd Ste 150, Scottsdale, AZ 85255-5597 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/06/2021 | Approved$198,800 Forgiven$200,026 LenderMidFirst Bank Jobs14 | 02/06/2021 | $198,800 | $200,026 | MidFirst Bank | 14 |
| 04/10/2020 | Approved$195,600 Forgiven$197,551 LenderMidFirst Bank Jobs13 | 04/10/2020 | $195,600 | $197,551 | MidFirst Bank | 13 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:1830 Nasa Pkwy Houston, TX
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Prime Capital Lending
Registered in Colorado
|
Denver, CO Houston, TX | View Report | |
|
Ipsd Management, LLC
Registered in Texas
|
Houston, TX | View Report | |
|
Valdes Holdings, LLC
Registered in Texas
|
Houston, TX | View Report | |
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Lee Patterson Management, L.L.C.
Registered in Texas
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Houston, TX | View Report |
Related Business Names:
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Independent Planners Group LLC
Registered in New Jersey
|
View Report | ||
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Independent Planners Group, LLC
Registered in New York
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Scottsdale, AZ | View Report | |
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Arizona Independent Planners Group, LLC
Registered in Virginia
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Scottsdale, AZ Virginia Beach, VA | View Report | |
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Independent Planners Group, LLC
Registered in Arizona
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Scottsdale, AZ | View Report | |
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Independent Planners Group, LLC
Registered in Massachusetts
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Summit, NJ Scottsdale, AZ | View Report | |
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Independent Planners Group, LLC
Registered in Missouri
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Saint Louis, MO | View Report | |
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Independent Planners Group, LLC
Registered in Idaho
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Summit, NJ Scottsdale, AZ | View Report | |
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Independent Planners Group LLC
Registered in Texas
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Glendale, AZ Scottsdale, AZ | View Report | |
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Independent Planners Group, LLC
Registered in Idaho
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Boise, ID Scottsdale, AZ | View Report | |
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Independent Planners Group LLC
Registered in Arkansas
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Bella Vista, AR Scottsdale, AZ | View Report |
Person/City Match:Lewis M Kelley - Carefree, AZ
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Ipg/Kelley Financial Services, L.L.C.
Registered in Arizona
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Carefree, AZ | View Report |
Sources
The following government agencies have contributed data:
• Texas Comptroller of Public Accounts • U.S. Department of Labor • U.S. Small Business Administration
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