Thomas Benefit Planning, Inc.

Wisconsin

Registered In

01/24/1991

Incorp. Date

Company Summary

Thomas Benefit Planning, Inc. in Wisconsin lists Thomas P. Wagner of Oshkosh, WI.

Thomas P. Wagner Registered Agent

1046 BOWEN ST, OSHKOSH, WI 54901

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Form 5500

1825 Witzel Ave P.O Box 358, Oshkosh, Wi 54903 (920) 235-9800 EIN:39-1689703 Plan Admin:Thomas Wagner

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHOMAS BENEFIT PLANNING, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,021,467 / $1,232,944	2023	THOMAS BENEFIT PLANNING, INC. 401(K) PLAN - Plan #001	2 / 2	$1,021,467 / $1,232,944
2022	Plan NameTHOMAS BENEFIT PLANNING, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,185,089 / $1,021,467	2022	THOMAS BENEFIT PLANNING, INC. 401(K) PLAN - Plan #001	2 / 2	$1,185,089 / $1,021,467
2021	Plan NameTHOMAS BENEFIT PLANNING, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,002,131 / $1,185,089	2021	THOMAS BENEFIT PLANNING, INC. 401(K) PLAN - Plan #001	2 / 2	$1,002,131 / $1,185,089
2020	Plan NameTHOMAS BENEFIT PLANNING, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$852,353 / $1,002,131	2020	THOMAS BENEFIT PLANNING, INC. 401(K) PLAN - Plan #001	3 / 2	$852,353 / $1,002,131
2019	Plan NameTHOMAS BENEFIT PLANNING, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$925,048 / $852,353	2019	THOMAS BENEFIT PLANNING, INC. 401(K) PLAN - Plan #001	3 / 2	$925,048 / $852,353

Benefit & Retirement Plans based on Form 5500.

PPP Loans

420 S Koeller STE 207 PO Box 358, Oshkosh, Wi 54903-0358

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$35,900 Forgiven$36,101 LenderOld National Bank Jobs3	04/15/2020	$35,900	$36,101	Old National Bank	3

PPP Loans based on Paycheck Protection Program.

Person City Match:Oshkosh, WI

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The following government agencies have contributed data:

Wisconsin Department of Financial Institutions U.S. Department of Labor U.S. Small Business Administration

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