Planning Concepts, Inc.

Wisconsin

Registered In

08/14/1991

Incorp. Date

Company Summary

Planning Concepts, Inc. in Wisconsin lists Randall Schmitz of Appleton, WI.

Overview

Registered In

Wisconsin

Incorporation Date

08/14/1991

Company Type

Domestic Businiess Corporation

Status

Restored to Good Standing

Registration Type

Domestic

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People

Randall Schmitz Registered Agent

1920 E NORTHLAND AVE, APPLETON, WI 54911

Financials

Financial Information for Planning Concepts, Inc.

Form 5500

PLANNING CONCEPTS, INC.

1920 East Northland Avenue, Appleton, Wi 54911 (920) 730-3333 EIN:39-1705735 Plan Admin:Kerry L. Davis

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePCI 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$322,385 / $258,853	2022	PCI 401K PROFIT SHARING PLAN - Plan #001	3 / 3	$322,385 / $258,853
2021	Plan NamePCI 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$269,293 / $322,385	2021	PCI 401K PROFIT SHARING PLAN - Plan #001	3 / 3	$269,293 / $322,385
2020	Plan NamePCI 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$211,648 / $269,293	2020	PCI 401K PROFIT SHARING PLAN - Plan #001	3 / 3	$211,648 / $269,293
2019	Plan NamePCI 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$161,252 / $211,648	2019	PCI 401K PROFIT SHARING PLAN - Plan #001	2 / 2	$161,252 / $211,648

Benefit & Retirement Plans based on Form 5500.

PPP Loans

PLANNING CONCEPTS, INC

1920 East Northland Ave, Appleton, WI 54911 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$21,209 Forgiven$21,533 LenderCross River Bank Jobs2	05/01/2020	$21,209	$21,533	Cross River Bank	2

PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:

M.J.S. Planning Concepts, Inc. Registered in New York	South Bellmore, NY	View Report
Planning Concepts, Inc. Registered in Michigan	Southfield, MI	View Report
Corporate Planning Concepts, Inc. Registered in Ohio	Ohio	View Report
Creative Planning Concepts, Inc. Registered in Virginia	Ashland, VA Glen Allen, VA	View Report
Diversified Planning Concepts, Inc. Registered in California	Corte Madera, CA	View Report
Financial Planning Concepts, Inc. Registered in California	Manhattan Beach, CA None Manhattan Bch, CA	View Report
Planning Concepts, Inc. Registered in Florida	Pompano Beach, FL Boca Raton, FL	View Report
Business Planning Concepts, Inc. Registered in Idaho	Jacksonville, FL	View Report
Leisure Planning Concepts, Inc. Registered in Georgia	Atlanta, GA	View Report
Life Planning Concepts, Inc. Registered in Georgia	Cumming, GA	View Report
Business Planning Concepts, Inc. Registered in Ohio	Columbus, OH	View Report
American Planning Concepts, Inc. Registered in Nevada	Carson City, NV	View Report
Planning Concepts, Inc. Registered in Mississippi	Jackson, MS	View Report
Insurance Planning Concepts, Inc. Registered in Florida	Venice, FL	View Report
Planning Concepts, Inc. Registered in Florida	Highland Beach, FL	View Report
Planning Concepts, Inc. Registered in North Carolina	Gastonia, NC	View Report
Planning Concepts, Inc. Registered in California	Beverly Hills, CA Encino, CA	View Report
Planning Concepts, Inc. Registered in California	Sherman Oaks, CA	View Report
Planning Concepts Inc. Registered in Missouri	Gastonia, NC Saint Louis, MO	View Report

Person/City Match:Randall Schmitz - Appleton, WI

Bud Schmitz, Inc. 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 • U.S. Small Business Administration