Global Planning Initiatives, LLC

Virginia Beach, VA

Virginia

Registered In

01/09/2008

Incorp. Date

Company Summary

Global Planning Initiatives, LLC at 283 Constitution Dr One Columbus Ctr STE 615, Virginia Beach, Va 23462 lists Dana Franson of Virginia Beach, VA.

Registered In

Virginia

Incorporation Date

01/09/2008

Company Type

Llc

Status

Active

Registration Type

Domestic

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Dana Franson Registered Agent

1 COLUMBUS CTR STE 615, VIRGINIA BEACH, VA 23462 (View Past Addresses)

283 CONSTITUTION DR ONE COLUMBUS CTR STE 615, VIRGINIA BEACH, VA 23462 View Map

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Form 5500

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

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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• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor • U.S. Small Business Administration