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  5. THE PLANNING CENTER, INC.

THE PLANNING CENTER, INC.

Headquarter

Company Details

Entity Name: THE PLANNING CENTER, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 28 May 1998
Company Number: CORP_59972103
File Number: 59972103
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

Links between entities

Type Company Name Company Number State
Headquarter of THE PLANNING CENTER, INC., ALASKA 10037153 ALASKA
Headquarter of THE PLANNING CENTER, INC., MINNESOTA 6d21cbc7-f688-e311-8e3a-001ec94ffe7f MINNESOTA

Central Index Key

CIK number Mailing Address Business Address Phone
1910966 1615 5TH AVENUE, MOLINE, IL, 61265 1615 5TH AVENUE, MOLINE, IL, 61265 3097974030

Filings since 2024-11-12
Form type 13F-HR
File number 028-22196
Filing date 2024-11-12
Reporting date 2024-09-30
File View File

Filings since 2024-08-08
Form type 13F-HR
File number 028-22196
Filing date 2024-08-08
Reporting date 2024-06-30
File View File

Filings since 2024-07-10
Form type N-PX
File number 028-22196
Filing date 2024-07-10
Reporting date 2024-06-30
File View File

Filings since 2024-04-23
Form type 13F-HR
File number 028-22196
Filing date 2024-04-23
Reporting date 2024-03-31
File View File

Filings since 2024-01-23
Form type 13F-HR
File number 028-22196
Filing date 2024-01-23
Reporting date 2023-12-31
File View File

Filings since 2023-10-26
Form type 13F-HR
File number 028-22196
Filing date 2023-10-26
Reporting date 2023-09-30
File View File

Filings since 2023-07-20
Form type 13F-HR
File number 028-22196
Filing date 2023-07-20
Reporting date 2023-06-30
File View File

Filings since 2023-04-17
Form type 13F-HR
File number 028-22196
Filing date 2023-04-17
Reporting date 2023-03-31
File View File

Filings since 2023-01-30
Form type 13F-HR
File number 028-22196
Filing date 2023-01-30
Reporting date 2022-12-31
File View File

Filings since 2022-10-19
Form type 13F-HR
File number 028-22196
Filing date 2022-10-19
Reporting date 2022-09-30
File View File

Filings since 2022-07-11
Form type 13F-HR
File number 028-22196
Filing date 2022-07-11
Reporting date 2022-06-30
File View File

Filings since 2022-04-15
Form type 13F-HR
File number 028-22196
Filing date 2022-04-15
Reporting date 2022-03-31
File View File

Filings since 2022-02-15
Form type 13F-HR
File number 028-22196
Filing date 2022-02-15
Reporting date 2021-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE PLANNING CENTER, INC. 401(K) PROFIT SHARING PLAN 2023 364231104 2024-06-24 THE PLANNING CENTER, INC. 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 5593208200
Plan sponsor’s address 1615 5TH AVE, MOLINE, IL, 61265

Signature of
Role Plan administrator
Date 2024-06-24
Name of individual signing ERIC KIES
Valid signature Filed with authorized/valid electronic signature
THE PLANNING CENTER, INC. 401(K) PROFIT SHARING PLAN 2022 364231104 2023-06-15 THE PLANNING CENTER, INC. 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 3097974030
Plan sponsor’s address 1615 5TH AVE, MOLINE, IL, 61265

Signature of
Role Plan administrator
Date 2023-06-15
Name of individual signing ERIC KIES
Valid signature Filed with authorized/valid electronic signature
THE PLANNING CENTER, INC. 401(K) PROFIT SHARING PLAN 2021 364231104 2022-07-12 THE PLANNING CENTER, INC. 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 3097974030
Plan sponsor’s address 1615 5TH AVE, MOLINE, IL, 61265

Signature of
Role Plan administrator
Date 2022-07-12
Name of individual signing ERIC KIES
Valid signature Filed with authorized/valid electronic signature
THE PLANNING CENTER, INC. 401(K) PROFIT SHARING PLAN 2020 364231104 2021-08-05 THE PLANNING CENTER, INC. 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 3097974030
Plan sponsor’s address 1615 5TH AVE, MOLINE, IL, 61265

Signature of
Role Plan administrator
Date 2021-08-05
Name of individual signing ERIC KIES
Valid signature Filed with authorized/valid electronic signature
THE PLANNING CENTER INC. 401K PROFIT SHARING PLAN 2019 364231104 2020-09-02 THE PLANNING CENTER INC. 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 3047974030
Plan sponsor’s address 1615 5TH AVENUE, MOLINE, IL, 61265

Signature of
Role Plan administrator
Date 2020-09-02
Name of individual signing ERIC KIES
Valid signature Filed with authorized/valid electronic signature
THE PLANNING CENTER INC. 401K PROFIT SHARING PLAN 2018 364231104 2019-05-31 THE PLANNING CENTER INC. 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 3047974030
Plan sponsor’s address 1615 5TH AVENUE, MOLINE, IL, 61265

Signature of
Role Plan administrator
Date 2019-05-31
Name of individual signing ERIC KIES
Valid signature Filed with authorized/valid electronic signature
THE PLANNING CENTER INC. 401K PROFIT SHARING PLAN 2017 364231104 2018-07-19 THE PLANNING CENTER INC. 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 3047974030
Plan sponsor’s address 1615 5TH AVENUE, MOLINE, IL, 61265

Signature of
Role Plan administrator
Date 2018-07-19
Name of individual signing ERIC KIES
Valid signature Filed with authorized/valid electronic signature
THE PLANNING CENTER INC. 401K PROFIT SHARING PLAN 2016 364231104 2017-06-13 THE PLANNING CENTER INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 3047974030
Plan sponsor’s address 1615 5TH AVENUE, MOLINE, IL, 61265

Signature of
Role Plan administrator
Date 2017-06-13
Name of individual signing MARTIN F. KURTZ
Valid signature Filed with authorized/valid electronic signature
THE PLANNING CENTER INC. 401K PROFIT SHARING PLAN 2015 364231104 2016-07-14 THE PLANNING CENTER INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 3047974030
Plan sponsor’s address 1615 5TH AVENUE, MOLINE, IL, 61265

Signature of
Role Plan administrator
Date 2016-07-14
Name of individual signing MARTIN F. KURTZ
Valid signature Filed with authorized/valid electronic signature
THE PLANNING CENTER INC. 401K PROFIT SHARING PLAN 2015 364231104 2016-07-13 THE PLANNING CENTER INC. 15
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523120
Sponsor’s telephone number 3047974030
Plan sponsor’s address 1615 5TH AVENUE, MOLINE, IL, 61265

Signature of
Role Plan administrator
Date 2016-07-13
Name of individual signing MARTIN F. KURTZ
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
AMY TESSMER, 1615 5TH AVE, MOLINE, 61265, ROCK ISLAND Agent 2020-06-05

President

Name and Address Role
ERIC H KIES 4760 RED OAK CT BETTENDORF IA 52722 President

Secretary

Name and Address Role
MICHAEL BRANHAM, 13031 BRANDON ST ANCHORAGE AK 99515 Secretary

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 1000000 195079000 No data

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 30 Jan 2025

Sources: Illinois Office of the Secretary of State

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