Summit Planning Group, LLC

Wisconsin
Registered In
01/01/2000
Incorp. Date

Company Summary

Summit Planning Group, LLC in Wisconsin lists Lawrence R Lindsley of Green Bay, WI.

Overview

Registered In
Wisconsin
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Restored to Good Standing
Registration Type
Domestic
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People

Lawrence R Lindsley Registered Agent
3071 VOYAGER DR STE A, GREEN BAY, WI 54311

Financials

Financial Information for Summit Planning Group, LLC

Form 5500

SUMMIT PLANNING GROUP LLC

3071 Voyager Dr STE A, Green Bay, Wi 54311 (920) 884-9000 EIN:39-1980229 Plan Admin:Summit Planning Group Llc
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2019 Plan NameSUMMIT PLANNING GROUP LLC Plan #001 Participants BOY/EOY8 / 0 Assets BOY/EOY$896,453 / $0 2019 SUMMIT PLANNING GROUP LLC - Plan #001 8 / 0 $896,453 / $0
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:
Summit Planning Group LLC Registered in California
Carlsbad, CA San Diego, CA View Report
Summit Planning Group, LLC Registered in Connecticut
Branford, CT Glastonbury, CT (1 more) View Report
Summit Planning Group LLC Registered in Wyoming
Lighthouse Point, FL View Report
Person/City Match:Lawrence R Lindsley - Green Bay, WI
Lawrence R. Lindsley Cfp Inc. Registered in Wisconsin
Green Bay, WI View Report
All Development LLC Registered in Wisconsin
Green Bay, 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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