Beacon Financial Planners, Inc.

Texas
Registered In
06/15/2018
Incorp. Date

Company Summary

Beacon Financial Planners, Inc. at 1301 Municipal Way STE 223, Grapevine, Tx 76051 lists Kristopher Etter of Grapevine, TX as the associate.

Overview

Registered In
Texas
Incorporation Date
Company Type
Domestic For-Profit Corporation
Status
In Existence
Registration Type
Domestic
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People

Kris Etter Registered Agent
1301 MUNICIPAL WAY STE 223, GRAPEVINE, TX 76051
Kristopher Etter President
1301 MUNICIPAL WAY STE 223, GRAPEVINE, TX 76051

Map & Locations

1301 MUNICIPAL WAY STE 223, GRAPEVINE, TX 76051 View Map

Financials

Financial Information for Beacon Financial Planners, Inc.

Form 5500

BEACON FINANCIAL PLANNERS, INC.

2525 Robinhood St. Suite 210, Houston, Tx 77005 (281) 953-7442 EIN:83-0982304 Plan Admin:Kristopher Etter
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBEACON FINANCIAL PLANNERS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$66,649 / $84,814 2023 BEACON FINANCIAL PLANNERS, INC. 401(K) PLAN - Plan #001 2 / 3 $66,649 / $84,814
2022 Plan NameBEACON FINANCIAL PLANNERS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$63,915 / $66,649 2022 BEACON FINANCIAL PLANNERS, INC. 401(K) PLAN - Plan #001 2 / 2 $63,915 / $66,649
2021 Plan NameBEACON FINANCIAL PLANNERS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$35,226 / $63,915 2021 BEACON FINANCIAL PLANNERS, INC. 401(K) PLAN - Plan #001 1 / 2 $35,226 / $63,915
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BEACON FINANCIAL PLANNERS, INC.

1301 Municipal Way, Suite 223, Grapevine, Tx 76051-8523
Loan Date Approved Forgiven Lender Jobs
05/08/2020 Approved$7,100 Forgiven$7,139 LenderCommercial Bank of Texas, N.A. Jobs1 05/08/2020 $7,100 $7,139 Commercial Bank of Texas, N.A. 1
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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