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