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  5. CAPITAL PLANNING, LLC

CAPITAL PLANNING, LLC

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Company Details

Legal Name: CAPITAL PLANNING, LLC
Jurisdiction: WASHINGTON
Entity Type: WA LIMITED LIABILITY COMPANY
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: October 21st 2013
Expiration date: 31 Oct 2025
UBI Number: 603 342 511
ZIP code: 98004
City: Bellevue
County: KING
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 10900 NE 4TH ST STE 2300, BELLEVUE, WA, 98004-5882, UNITED STATES

Contact Details

E-Mail: ACCOUNTING@CAPPLANLLC.COM

Nature of Business

Other Services, WEALTH MANAGEMENT PLANNING

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Registered Agent Information

Name Role Address
ACCOUNTANT Registered Agent 10900 NE 4TH ST STE 2300, BELLEVUE, WA, 98004-5882, UNITED STATES

Key Officers & Management

Name Role
JAMES KELLEY JR Governing Person
MICHAEL MILLER Governing Person

Links between entities

Type:
Headquarter of
Company Number:
M21000005804
State:
FLORIDA
FLORIDA profile:
CAPITAL PLANNING, LLC (FL)

Central Index Key

CIK number:
0001790688
Phone:
425-643-1800
EDGAR Link:
View company profile on EDGAR website

Latest Filings

Form type:
13F-HR
File number:
028-20982
Filing date:
2025-04-29
File:
View File
Form type:
13F-HR
File number:
028-20982
Filing date:
2025-01-15
File:
View File
Form type:
13F-HR
File number:
028-20982
Filing date:
2024-10-16
File:
View File

Form 5500 Series

Employer Identification Number (EIN):
464134688
Plan Year:
2024
Number Of Participants:
15
Plan Name:
401(K)
Sponsor's telephone number:
4256431800
File:
View File
Plan Administrator / Signatory:
JAMES KELLEY(Plan administrator)
Plan Year:
2023
Number Of Participants:
14
Plan Name:
401(K)
Sponsor's telephone number:
4256431800
File:
View File
Plan Administrator / Signatory:
JAMES KELLEY(Plan administrator)
Plan Year:
2022
Number Of Participants:
14
Plan Name:
401(K)
Sponsor's telephone number:
4256431800
File:
View File
Plan Administrator / Signatory:
JAMES KELLEY(Plan administrator)
Plan Year:
2021
Number Of Participants:
12
Plan Name:
401(K)
Sponsor's telephone number:
4256431800
File:
View File
Plan Administrator / Signatory:
JAMES KELLEY(Plan administrator)
Plan Year:
2020
Number Of Participants:
23
Plan Name:
401(K)
Sponsor's telephone number:
4256431800
File:
View File
Plan Administrator / Signatory:
JAMES KELLEY(Plan administrator)

Paycheck Protection Program

Jobs Reported:
9
Initial Approval Amount:
$196,518.12
Date Approved:
2020-08-06
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$196,518.12
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$198,671.74
Servicing Lender:
Cross River Bank
Use of Proceeds:
Payroll: $196,518.12

Trademarks

Serial Number:
74554618
Mark:
STRATEGIC INVESTMENT MANAGEMENT
Status:
Abandoned because the applicant failed to respond or filed a late resp...
Mark Type:
Service Mark
Application Filing Date:
1994-07-28
Mark Drawing Type:
1 - TYPESET WORD(S) /LETTER(S) /NUMBER(S)
Mark Literal Elements:
STRATEGIC INVESTMENT MANAGEMENT
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
asset management services
First Use:
1992-12-10
International Classes:
036 - Primary Class
Class Status:
ABANDONED
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