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EXECUTIVE PLANNING GROUP, P.A.

EXECUTIVE PLANNING GROUP, P.A.

Company Details

Name:	EXECUTIVE PLANNING GROUP, P.A.
Jurisdiction:	MISSISSIPPI
Business Type:	Profit Corporation
Status:	Good Standing
Effective Date:	23 Oct 1984 (40 years ago)
Business ID:	519098
ZIP code:	39216
County:	Hinds
State of Incorporation:	MISSISSIPPI
Principal Office Address:	1640 Lelia Drive, Suite 110Jackson, MS 39216

Agent

Name	Role	Address
H LARRY FORTENBERRY	Agent	1640 LILIA DR #220, JACKSON, MS 39216

Director

Name	Role	Address
H Larry Fortenberry	Director	1640 Lelia Dr. Ste. 110, Jackson, MS 39216
H. Larry Fortenberry	Director	No data

President

Name	Role	Address
H Larry Fortenberry	President	1640 Lelia Dr. Ste. 110, Jackson, MS 39216

Treasurer

Name	Role	Address
H Larry Fortenberry	Treasurer	1640 Lelia Dr. Ste. 110, Jackson, MS 39216

Secretary

Name	Role
H. Larry Fortenberry	Secretary

Vice President

Name	Role
H. Larry Fortenberry	Vice President

Filings

Type	Status	Filed Date	Description
Annual Report	Filed	2025-01-27	Annual Report For EXECUTIVE PLANNING GROUP, P.A.
Annual Report	Filed	2024-01-30	Annual Report For EXECUTIVE PLANNING GROUP, P.A.
Annual Report	Filed	2023-01-19	Annual Report For EXECUTIVE PLANNING GROUP, P.A.
Annual Report	Filed	2022-02-11	Annual Report For EXECUTIVE PLANNING GROUP, P.A.
Annual Report	Filed	2021-01-15	Annual Report For EXECUTIVE PLANNING GROUP, P.A.
Annual Report	Filed	2020-02-10	Annual Report For EXECUTIVE PLANNING GROUP, P.A.
Annual Report	Filed	2019-02-22	Annual Report For EXECUTIVE PLANNING GROUP, P.A.
Annual Report	Filed	2018-02-06	Annual Report For EXECUTIVE PLANNING GROUP, P.A.
Annual Report	Filed	2017-09-18	Annual Report For EXECUTIVE PLANNING GROUP, P.A.
Notice to Dissolve/Revoke	Filed	2017-09-06	Notice to Dissolve/Revoke
Annual Report	Filed	2016-04-07	Annual Report For EXECUTIVE PLANNING GROUP, P.A.
Annual Report	Filed	2015-01-21	Annual Report For EXECUTIVE PLANNING GROUP, P.A.
Annual Report	Filed	2014-01-27	Annual Report
Annual Report	Filed	2013-04-02	Annual Report
Annual Report	Filed	2012-03-20	Annual Report
Annual Report	Filed	2011-01-19	Annual Report
Annual Report	Filed	2010-02-17	Annual Report
Annual Report	Filed	2009-02-12	Annual Report
Annual Report	Filed	2008-03-04	Annual Report
Annual Report	Filed	2007-03-19	Annual Report

Paycheck Protection Program

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

4730107109

2020-04-13

0470

PPP

1640 LELIA DR, JACKSON, MS, 39216-4800

Loan Status Date	2021-01-26
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	32827.5
Loan Approval Amount (current)	32827.5
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	39848
Servicing Lender Name	Cadence Bank
Servicing Lender Address	201 S Spring St, TUPELO, MS, 38804-4811
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	JACKSON, HINDS, MS, 39216-4800
Project Congressional District	MS-03
Number of Employees	2
NAICS code	524298
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Corporation
Originating Lender ID	39848
Originating Lender Name	Cadence Bank
Originating Lender Address	TUPELO, MS
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	33046.35
Forgiveness Paid Date	2020-12-21

5934148309

2021-01-26

0470

PPS

1640 Lelia Dr Ste 110, Jackson, MS, 39216-4832

Loan Status Date	2022-04-19
Loan Status	Paid in Full
Loan Maturity in Months	60
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	14250
Loan Approval Amount (current)	14250
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	188567
Servicing Lender Name	Loan Source Incorporated
Servicing Lender Address	353 East 83rd Street Suite 3H, NEW YORK, NY, 10028
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	Jackson, HINDS, MS, 39216-4832
Project Congressional District	MS-03
Number of Employees	1
NAICS code	524298
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Corporation
Originating Lender ID	39848
Originating Lender Name	Cadence Bank
Originating Lender Address	TUPELO, MS
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	14406.16
Forgiveness Paid Date	2022-03-09

Date of last update: 20 Apr 2025

Sources: Mississippi Secretary of State