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Conceptual Financial Planning, Inc.

Wisconsin
Wisconsin
Registered In
10/23/1984
Incorp. Date

Company Summary

Conceptual Financial Planning, Inc. in Wisconsin lists Chad L Nehring of Appleton, WI.

Overview

Registered In
Wisconsin
Incorporation Date
Company Type
Domestic Businiess Corporation
Status
Restored to Good Standing
Registration Type
Domestic
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People

Chad L Nehring Registered Agent
2561 E CALUMET ST, APPLETON, WI 54915

Financials

Financial Information for Conceptual Financial Planning, Inc.

Form 5500

CONCEPTUAL FINANCIAL PLANNING, INC.

2561 E Calumet St, Appleton, Wi 54915 (920) 731-9500 EIN:39-1501854 Plan Admin:Chad Nehring
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCONCEPTUAL FINANCIAL PLANNING, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$235,542 / $351,474 2023 CONCEPTUAL FINANCIAL PLANNING, INC. CASH BALANCE PLAN - Plan #002 3 / 3 $235,542 / $351,474
2022 Plan NameCONCEPTUAL FINANCIAL PLANNING, INC. 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$504,177 / $490,320 2022 CONCEPTUAL FINANCIAL PLANNING, INC. 401(K) & PROFIT SHARING PLAN - Plan #001 6 / 6 $504,177 / $490,320
2022 Plan NameCONCEPTUAL FINANCIAL PLANNING, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$114,286 / $235,542 2022 CONCEPTUAL FINANCIAL PLANNING, INC. CASH BALANCE PLAN - Plan #002 3 / 3 $114,286 / $235,542
2021 Plan NameCONCEPTUAL FINANCIAL PLANNING, INC. 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$354,611 / $504,177 2021 CONCEPTUAL FINANCIAL PLANNING, INC. 401(K) & PROFIT SHARING PLAN - Plan #001 6 / 6 $354,611 / $504,177
2021 Plan NameCONCEPTUAL FINANCIAL PLANNING, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $114,286 2021 CONCEPTUAL FINANCIAL PLANNING, INC. CASH BALANCE PLAN - Plan #002 3 / 3 $0 / $114,286
2020 Plan NameCONCEPTUAL FINANCIAL PLANNING, INC. 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$279,406 / $354,611 2020 CONCEPTUAL FINANCIAL PLANNING, INC. 401(K) & PROFIT SHARING PLAN - Plan #001 5 / 5 $279,406 / $354,611
2019 Plan NameCONCEPTUAL FINANCIAL PLANNING, INC. 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$216,164 / $279,406 2019 CONCEPTUAL FINANCIAL PLANNING, INC. 401(K) & PROFIT SHARING PLAN - Plan #001 4 / 5 $216,164 / $279,406
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:
Conceptual Financial Planning, Inc. Registered in Michigan
Sterling Heights, MI View Report
Conceptual Financial Planning, Inc. Registered in Ohio
Lakewood, OH View Report
Conceptual Financial Planning Inc. Registered in Virginia
Virginia View Report
Conceptual Financial Planning, Inc. Registered in Florida
Longwood, FL View Report
Person/City Match:Chad L Nehring - Appleton, WI
On Track Advisory Group LLC Registered in Wisconsin
Appleton, WI View Report
Conceptual Financial Advisors, LLC Registered in Wisconsin
Appleton, WI View Report

Sources

The following government agencies have contributed data:

• Wisconsin Department of Financial Institutions • U.S. Department of Labor
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