Search icon

Capital Planning, Inc.

Headquarter

Company Details

Name: Capital Planning, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 10 Mar 1981 (44 years ago)
Company Number: d75ebdef-9cd4-e011-a886-001ec94ffe7f
File Number: 3V-811
Registered Office Address: 7635 148th Street W., #340, Apple Valley, MN 55124, USA
Principal Executive Office Address: 7635 148TH ST W # 340, APPLE VALLEY, MN 55124–7800, USA
ZIP code: 55124
County: Dakota County
Place of Formation: Minnesota

Links between entities

Type Company Name Company Number State
Headquarter of Capital Planning, Inc., NEW YORK 2909650 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CAPITAL PLANNING, INC. 401(K) PLAN 2023 411401904 2024-09-26 CAPITAL PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-10-01
Business code 525990
Sponsor’s telephone number 9525419464
Plan sponsor’s address 7635 148TH ST W # 340, APPLE VALLEY, MN, 551247800

Signature of

Role Plan administrator
Date 2024-09-26
Name of individual signing CHRISTINE PHILLIPS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-25
Name of individual signing CHRISTINE PHILLIPS
Valid signature Filed with authorized/valid electronic signature
CAPITAL PLANNING, INC. 401(K) PLAN 2022 411401904 2023-10-31 CAPITAL PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-10-01
Business code 525990
Sponsor’s telephone number 9525419464
Plan sponsor’s address 7635 148TH STREET W #340, APPLE VALLEY, MN, 55124
CAPITAL PLANNING, INC. 401(K) PLAN 2021 411401904 2022-09-01 CAPITAL PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-10-01
Business code 525990
Sponsor’s telephone number 9525419464
Plan sponsor’s address 7635 148TH STREET W #340, APPLE VALLEY, MN, 55124
CAPITAL PLANNING, INC. 401(K) PLAN 2020 411401904 2022-01-07 CAPITAL PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-10-01
Business code 525990
Sponsor’s telephone number 9525419464
Plan sponsor’s address 7635 148TH STREET W #340, APPLE VALLEY, MN, 55124
CAPITAL PLANNING, INC. 401(K) PLAN 2019 411401904 2021-01-06 CAPITAL PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-10-01
Business code 525990
Sponsor’s telephone number 9525419464
Plan sponsor’s address 7635 148TH STREET W #340, APPLE VALLEY, MN, 55124

Chief Executive Officer

Name Role Address
Christine D Phillips Chief Executive Officer 7635 148TH ST W # 340, APPLE VALLEY, MN 55124–7800, USA

Agent

Name Role
Christine Dorothea Phillips Agent

Filing

Filing Name Filing date
Amendment - Business Corporation (Domestic) 2019-09-23
Annual Reinstatement - Business Corporation (Domestic) 2016-06-07
Administrative Dissolution - Business Corporation (Domestic) 2016-03-14
Business Corporation (Domestic) Restated Articles 1991-07-08
Business Corporation (Domestic) Change of Shares 1991-07-08
Registered Office and/or Agent - Business Corporation (Domestic) 1988-08-30
Business Corporation (Domestic) Business Name (Business Name: Capital Planning, Inc.) 1981-11-13
Business Corporation (Domestic) Business Name (Business Name: MTM Planning, Inc.) 1981-03-10
Original Filing - Business Corporation (Domestic) 1981-03-10

Date of last update: 24 Sep 2024

Sources: Minnesota's Official State Website