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INVESTMENT PLANNING, INC.

Company Details

Entity Name: INVESTMENT PLANNING, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 06 May 1986
Company Number: CORP_54236425
File Number: 54236425
Type of Business: Business Corporations
Place of Formation: ILLINOIS

Agent

Name and Address Role Appointment Date
NICHOLAS BALESTRI, 149 GOODING ST, LA SALLE, 61301, LA SALLE Agent 2021-06-28

President

Name and Address Role
RONALD WITEK, 2210 MALCOLM AVENUE, LASALLE, 61301 President

Secretary

Name and Address Role
MARK WITEK, 3001 CAREY STREETPERU, 61354 Secretary

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 1000 1000000 No data

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4913087010 2020-04-04 0507 PPP 613 First St, LA SALLE, IL, 61301-2418
Loan Status Date 2021-09-25
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 75000
Loan Approval Amount (current) 75000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 21636
Servicing Lender Name La Salle State Bank
Servicing Lender Address 654 First St, LASALLE, IL, 61301-2484
Rural or Urban Indicator R
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address LA SALLE, LA SALLE, IL, 61301-2418
Project Congressional District IL-14
Number of Employees 5
NAICS code 523930
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 21636
Originating Lender Name La Salle State Bank
Originating Lender Address LASALLE, IL
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 76006.25
Forgiveness Paid Date 2021-08-18

Date of last update: 13 Mar 2025

Sources: Illinois Office of the Secretary of State