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THE PLANNING COMPANY, INC. - Florida Company Profile

Company Details

Entity Name: THE PLANNING COMPANY, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

THE PLANNING COMPANY, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 14 Jun 2005 (20 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 21 May 2007 (18 years ago)
Document Number: P05000085253
FEI/EIN Number 202995616

Federal Employer Identification (FEI) Number assigned by the IRS.

Mail Address: P.O. BOX 626, PALM BEACH, FL, 33480
Address: 1016 CLARE AVE, STE 5, WEST PALM BEACH, FL, 33401, US
ZIP code: 33401
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
HOO TRINA S President 1016 CLARE AVE, STE 5, WEST PALM BEACH, FL, 33401
HOO TRINA S Agent 1016 CLARE AVE, STE 5, WEST PALM BEACH, FL, 33401

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G20000029219 THE STUDIO 1016 ACTIVE 2020-03-06 2025-12-31 - PO BOX 626, PALM BEACH, FL, 33480
G14000027142 THE STUDIO EXPIRED 2014-03-17 2019-12-31 - P.O. BOX 626, PALM BEACH, FL, 33480

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2016-03-01 1016 CLARE AVE, STE 5, WEST PALM BEACH, FL 33401 -
CHANGE OF PRINCIPAL ADDRESS 2014-09-22 1016 CLARE AVE, STE 5, WEST PALM BEACH, FL 33401 -
CHANGE OF MAILING ADDRESS 2011-01-11 1016 CLARE AVE, STE 5, WEST PALM BEACH, FL 33401 -
NAME CHANGE AMENDMENT 2007-05-21 THE PLANNING COMPANY, INC. -
REGISTERED AGENT NAME CHANGED 2006-04-11 HOO, TRINA S -

Documents

Name Date
ANNUAL REPORT 2024-03-01
ANNUAL REPORT 2023-02-28
ANNUAL REPORT 2022-03-02
ANNUAL REPORT 2021-02-08
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-01-29
ANNUAL REPORT 2018-03-05
ANNUAL REPORT 2017-02-07
ANNUAL REPORT 2016-03-01
ANNUAL REPORT 2015-01-15

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8784268503 2021-03-10 0455 PPS 1016 Clare Ave Ste 5, West Palm Bch, FL, 33401-6219
Loan Status Date 2021-12-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 16910
Loan Approval Amount (current) 16910
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address West Palm Bch, PALM BEACH, FL, 33401-6219
Project Congressional District FL-22
Number of Employees 4
NAICS code 812990
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 16985.52
Forgiveness Paid Date 2021-08-26
5985217103 2020-04-14 0455 PPP 1016 CLARE AVE STE 5, WEST PALM BCH, FL, 33401-6219
Loan Status Date 2021-04-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 9395
Loan Approval Amount (current) 9395
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address WEST PALM BCH, PALM BEACH, FL, 33401-6219
Project Congressional District FL-22
Number of Employees 4
NAICS code 541490
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 9476.34
Forgiveness Paid Date 2021-02-25

Date of last update: 01 Feb 2025

Sources: Florida Department of State