Capital Planning, LLC

Washington
Registered In
10/21/2013
Incorp. Date

Company Summary

Capital Planning, LLC at 10900 NE 4th ST STE 2300, Bellevue, Wa 98004 lists James E Kelley Jr and Michael D Miller as the associates.

Overview

Registered In
Washington
Incorporation Date
Company Type
Wa Limited Liability Company
Status
Active
Registration Type
Domestic
Website
Email
**********@capplanllc.com
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People

Accountant Registered Agent
10900 NE 4TH ST STE 2300, BELLEVUE, WA 98004 (View Past Addresses)
James E Kelley Jr Governor
Michael D Miller Governor

Map & Locations

10900 NE 4TH ST STE 2300, BELLEVUE, WA 98004 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Capital Planning, LLC

Form 5500

CAPITAL PLANNING, LLC

10900 NE 4th ST Suite 2300, Bellevue, Wa 98004 (425) 643-1800 EIN:46-4134688 Plan Admin:James Kelley
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCAPITAL PLANNING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$1,493,819 / $2,072,190 2023 CAPITAL PLANNING, LLC 401(K) PLAN - Plan #001 14 / 15 $1,493,819 / $2,072,190
2022 Plan NameCAPITAL PLANNING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$2,147,322 / $1,493,819 2022 CAPITAL PLANNING, LLC 401(K) PLAN - Plan #001 14 / 14 $2,147,322 / $1,493,819
2021 Plan NameCAPITAL PLANNING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$1,619,932 / $2,147,322 2021 CAPITAL PLANNING, LLC 401(K) PLAN - Plan #001 12 / 13 $1,619,932 / $2,147,322
2020 Plan NameCAPITAL PLANNING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY23 / 12 Assets BOY/EOY$976,488 / $1,619,932 2020 CAPITAL PLANNING, LLC 401(K) PLAN - Plan #001 23 / 12 $976,488 / $1,619,932
2019 Plan NameCAPITAL PLANNING, LLC 401(K) PLAN Plan #001 Participants BOY/EOY19 / 22 Assets BOY/EOY$618,332 / $976,488 2019 CAPITAL PLANNING, LLC 401(K) PLAN - Plan #001 19 / 22 $618,332 / $976,488
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CAPITAL PLANNING LLC

STE 1030 10900 NE 4th St, Bellevue, Wa 98004
Loan Date Approved Forgiven Lender Jobs
08/06/2020 Approved$196,518 Forgiven$198,672 LenderCross River Bank Jobs9 08/06/2020 $196,518 $198,672 Cross River Bank 9
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:10900 Ne 4th St Ste 2300 Bellevue, WA
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Address Match:10900 Ne 4th St Bellevue, WA
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Sources

The following government agencies have contributed data:

• Washington Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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