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FINANCIAL PLAN, INC.

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Company Details

Legal Name: FINANCIAL PLAN, INC.
Jurisdiction: WASHINGTON
Entity Type: WA PROFIT CORPORATION
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: May 14th 1997
Expiration date: 31 May 2026
UBI Number: 601 790 990
ZIP code: 98225
City: Bellingham
County: WHATCOM
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 11 BELLWETHER WAY STE 301, BELLINGHAM, WA, 98225-2956, UNITED STATES

Contact Details

E-Mail: BONNIE.DICK@FINANCIALPLANINC.COM
Phone Number: +1 360-714-1234

Nature of Business

Professional, Scientific & Technical Services

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Registered Agent Information

Name Role
FINANCIAL PLAN, INC. Registered Agent

Key Officers & Management

Name Role
DAVID DICK Governing Person
JAMES TWINING Governing Person
W DEVIN WOLF Governing Person
NATHAN TWINING Governing Person
GABRIEL TWINING Governing Person

Form 5500 Series

Employer Identification Number (EIN):
911813176
Plan Year:
2023
Number Of Participants:
14
Plan Name:
401(K)
Sponsor's telephone number:
Plan Year:
2022
Number Of Participants:
12
Plan Name:
401(K)
Sponsor's telephone number:
Plan Year:
2021
Number Of Participants:
13
Plan Name:
401(K)
Sponsor's telephone number:
Plan Year:
2020
Number Of Participants:
11
Plan Name:
401(K)
Sponsor's telephone number:
Plan Year:
2019
Number Of Participants:
10
Plan Name:
401(K)
Sponsor's telephone number:

Paycheck Protection Program

Jobs Reported:
13
Initial Approval Amount:
$228,500
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$228,500
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$231,348.42
Servicing Lender:
SaviBank
Use of Proceeds:
Payroll: $228,500
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