Global Planning Initiatives, LLC
Texas
Registered In
01/26/2012
Incorp. Date
Foreign
Registration Type
Virginia
Foreign Jurisdiction
Company Summary
Global Planning Initiatives, LLC at 417 Wolfs Neck Trl, Virginia Beach, Va 23452 lists Joseph Franson and Dana Franson of Virginia Beach, VA as the associates.
Overview
Registered In
Texas
Incorporation Date
Company Type
Foreign Limited Liability Company (Llc)
Status
In Existence
Registration Type
Foreign
Foreign Jurisdiction
Virginia
Search Other Resources
People
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Kurt Rohlmeier
Registered Agent
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17819 MAUI SANDS, SAN ANTONIO, TX 78255
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|
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Joseph Franson
Owner
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417 WOLFS NECK TRL, VIRGINIA BEACH, VA 23452
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Dana Franson
Managing Member
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417 WOLFS NECK TRL, VIRGINIA BEACH, VA 23452
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Map & Locations
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417 WOLFS NECK TRL, VIRGINIA BEACH, VA 23452
View Map
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Financials
Financial Information for Global Planning Initiatives, LLC
Form 5500
GLOBAL PLANNING INITIATIVES, LLC
1 Columbus Ctr STE 615, Virginia Beach, Va 23462 (757) 633-4464 EIN:26-2044818 Plan Admin:Karen Bolstaad| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameGLOBAL PLANNING INITIATIVES LLC 401K PS PLAN Plan #001 Participants BOY/EOY33 / 35 Assets BOY/EOY$1,327,453 / $1,905,502 | 2023 | GLOBAL PLANNING INITIATIVES LLC 401K PS PLAN - Plan #001 | 33 / 35 | $1,327,453 / $1,905,502 |
| 2022 | Plan NameGLOBAL PLANNING INITIATIVES, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY24 / 33 Assets BOY/EOY$1,193,620 / $1,327,453 | 2022 | GLOBAL PLANNING INITIATIVES, LLC 401(K) P/S PLAN - Plan #001 | 24 / 33 | $1,193,620 / $1,327,453 |
| 2021 | Plan NameGLOBAL PLANNING INITIATIVES, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY18 / 24 Assets BOY/EOY$871,089 / $1,193,620 | 2021 | GLOBAL PLANNING INITIATIVES, LLC 401(K) P/S PLAN - Plan #001 | 18 / 24 | $871,089 / $1,193,620 |
| 2020 | Plan NameGLOBAL PLANNING INITIATIVES, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY17 / 19 Assets BOY/EOY$690,741 / $871,089 | 2020 | GLOBAL PLANNING INITIATIVES, LLC 401(K) P/S PLAN - Plan #001 | 17 / 19 | $690,741 / $871,089 |
| 2019 | Plan NameGLOBAL PLANNING INITIATIVES, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY11 / 16 Assets BOY/EOY$208,712 / $690,741 | 2019 | GLOBAL PLANNING INITIATIVES, LLC 401(K) P/S PLAN - Plan #001 | 11 / 16 | $208,712 / $690,741 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
GLOBAL PLANNING INITIATIVES, LLC
3161 Inlet Rd., Virginia Beach, VA 23454 Industry:Facilities Support Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 06/05/2020 | Approved$230,600 Forgiven$0 LenderNavy FCU Jobs14 | 06/05/2020 | $230,600 | $0 | Navy FCU | 14 |
PPP Loans based on Paycheck Protection Program.
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Global Planning Initiatives, LLC
Registered in Virginia
|
Virginia Beach, VA | View Report |
Address Match:417 Wolfs Neck Trl Virginia Beach, VA
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Person/City Match:Kurt Rohlmeier - San Antonio, TX
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|
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Person/City Match:Joseph Franson - Virginia Beach, VA
|
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Street Match:Wolfs Neck Trl Virginia Beach, VA
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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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