Planwise Retirement Strategies, Inc.
Texas
Registered In
05/16/2017
Incorp. Date
Company Summary
Planwise Retirement Strategies, Inc. at 901 County Road 432, Taylor, Tx 76574 lists Stacy League of Taylor, TX and Heather Heron of Pflugerville, TX.
Overview
Registered In
Texas
Incorporation Date
Company Type
Domestic For-Profit Corporation
Status
In Existence
Registration Type
Domestic
Search Other Resources
People
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Stacy League
Registered Agent
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901 COUNTY ROAD 432, TAYLOR, TX 76574
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Stacy League
Member
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901 COUNTY ROAD 432, TAYLOR, TX 76574
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Heather Heron
Member
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602 INDIAN RUN DR, PFLUGERVILLE, TX 78660
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Map & Locations
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901 COUNTY ROAD 432, TAYLOR, TX 76574
View Map
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Alias/DBA
Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Planwise Financial Group
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Taylor, TX |
Financials
Financial Information for Planwise Retirement Strategies, Inc.
Form 5500
PLANWISE RETIREMENT STRATEGIES, INC.
11211 Taylor Draper Lane Suite 110, Austin, Tx 78759 (512) 290-9021 EIN:82-1568829 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePLANWISE RETIREMENT STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$53,544 / $64,660 | 2023 | PLANWISE RETIREMENT STRATEGIES 401(K) PLAN - Plan #001 | 5 / 5 | $53,544 / $64,660 |
| 2022 | Plan NamePLANWISE RETIREMENT STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$70,584 / $53,544 | 2022 | PLANWISE RETIREMENT STRATEGIES 401(K) PLAN - Plan #001 | 6 / 5 | $70,584 / $53,544 |
| 2021 | Plan NamePLANWISE RETIREMENT STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$29,419 / $70,584 | 2021 | PLANWISE RETIREMENT STRATEGIES 401(K) PLAN - Plan #001 | 4 / 6 | $29,419 / $70,584 |
| 2020 | Plan NamePLANWISE RETIREMENT STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$9,358 / $29,419 | 2020 | PLANWISE RETIREMENT STRATEGIES 401(K) PLAN - Plan #001 | 3 / 4 | $9,358 / $29,419 |
| 2019 | Plan NamePLANWISE RETIREMENT STRATEGIES 401(K) PLAN Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $9,358 | 2019 | PLANWISE RETIREMENT STRATEGIES 401(K) PLAN - Plan #001 | 0 / 3 | $0 / $9,358 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PLANWISE RETIREMENT STRATEGIES INC
4801 Spicewood Springs Road 200, Austin, TX 78759-8358 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/06/2020 | Approved$48,830 Forgiven$49,312 LenderSusser Bank Jobs4 | 04/06/2020 | $48,830 | $49,312 | Susser Bank | 4 |
PPP Loans based on Paycheck Protection Program.
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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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