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INTEGRATED PENSION DESIGN, INC.

Company Details

Name: INTEGRATED PENSION DESIGN, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 16 Apr 1986 (39 years ago)
Entity Number: 1074236
ZIP code: 11021
County: Nassau
Place of Formation: New York
Address: 17 BARSTOW ROAD, GREAT NECK, NY, United States, 11021

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INTEGRATED PENSION DESIGN, INC. DEFINED BENEFIT PLAN 2023 112809283 2024-10-15 INTEGRATED PENSION DESIGN, INC. 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-05-01
Business code 541990
Sponsor’s telephone number 5162616565
Plan sponsor’s address 81 LARKFIELD ROAD, SUITE 101, EAST NORTHPORT, NY, 11731

Signature of

Role Plan administrator
Date 2024-10-15
Name of individual signing STANLEY LIPTON
Valid signature Filed with authorized/valid electronic signature
INTEGRATED PENSION DESIGN, INC. 401-K PROFIT SHARING PLAN 2023 112809283 2025-01-10 INTEGRATED PENSION DESIGN, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 6312616565
Plan sponsor’s address 81 LARKFIELD ROAD, SUITE 101, EAST NORTHPORT, NY, 11731

Signature of

Role Plan administrator
Date 2025-01-10
Name of individual signing STANLEY LIPTON
Valid signature Filed with authorized/valid electronic signature
INTEGRATED PENSION DESIGN, INC. DEFINED BENEFIT PLAN 2022 112809283 2024-03-05 INTEGRATED PENSION DESIGN, INC. 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-05-01
Business code 541990
Sponsor’s telephone number 5162616565
Plan sponsor’s address 81 LARKFIELD ROAD, SUITE 101, EAST NORTHPORT, NY, 11731

Signature of

Role Plan administrator
Date 2024-03-05
Name of individual signing STANLEY LIPTON
INTEGRATED PENSION DESIGN, INC. 401-K PROFIT SHARING PLAN 2022 112809283 2023-10-16 INTEGRATED PENSION DESIGN, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 6312616565
Plan sponsor’s address 81 LARKFIELD ROAD, SUITE 101, EAST NORTHPORT, NY, 11731

Signature of

Role Plan administrator
Date 2023-10-16
Name of individual signing STANLEY LIPTON
INTEGRATED PENSION DESIGN, INC. 401-K PROFIT SHARING PLAN 2021 112809283 2023-07-12 INTEGRATED PENSION DESIGN, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 6312616565
Plan sponsor’s address 81 LARKFIELD ROAD, SUITE 101, EAST NORTHPORT, NY, 11731

Signature of

Role Plan administrator
Date 2023-07-12
Name of individual signing STANLEY LIPTON
INTEGRATED PENSION DESIGN, INC. DEFINED BENEFIT PLAN 2021 112809283 2023-07-12 INTEGRATED PENSION DESIGN, INC. 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-05-01
Business code 541990
Sponsor’s telephone number 5162616565
Plan sponsor’s address 81 LARKFIELD ROAD, SUITE 101, EAST NORTHPORT, NY, 11731

Signature of

Role Plan administrator
Date 2023-07-12
Name of individual signing STANLEY LIPTON
INTEGRATED PENSION DESIGN, INC. DEFINED BENEFIT PLAN 2020 112809283 2021-11-17 INTEGRATED PENSION DESIGN, INC. 4
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-05-01
Business code 541990
Sponsor’s telephone number 5162616565
Plan sponsor’s address 81 LARKFIELD RD #101, EAST NORTHPORT, NY, 11731

Signature of

Role Plan administrator
Date 2021-11-17
Name of individual signing STANLEY LIPTON
Role Employer/plan sponsor
Date 2021-11-17
Name of individual signing STANLEY LIPTON
INTEGRATED PENSION DESIGN, INC. DEFINED BENEFIT PLAN 2020 112809283 2021-06-07 INTEGRATED PENSION DESIGN, INC. 4
Three-digit plan number (PN) 003
Effective date of plan 2015-05-01
Business code 541990
Sponsor’s telephone number 5162616565
Plan sponsor’s address 81 LARKFIELD RD #101, EAST NORTHPORT, NY, 11731
INTEGRATED PENSION DESIGN, INC. DEFINED BENEFIT PLAN 2020 112809283 2021-06-07 INTEGRATED PENSION DESIGN, INC. 4
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-05-01
Business code 541990
Sponsor’s telephone number 5162616565
Plan sponsor’s address 81 LARKFIELD RD #101, EAST NORTHPORT, NY, 11731
INTEGRATED PENSION DESIGN INC. 401(K) 2020 112809283 2021-08-29 INTEGRATED PENSION DESIGN, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 5162616565
Plan sponsor’s address 81 LARKFIELD RD #101, EAST NORTHPORT, NY, 11731

Chief Executive Officer

Name Role Address
STAN LIPTON Chief Executive Officer 17 BARSTOW ROAD, GREAT NECK, NY, United States, 11021

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 17 BARSTOW ROAD, GREAT NECK, NY, United States, 11021

History

Start date End date Type Value
1986-04-16 1992-11-18 Address 311 CHERRY STREET, DOUGLASTON, NY, 11363, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
921118002084 1992-11-18 BIENNIAL STATEMENT 1992-04-01
B347031-3 1986-04-16 CERTIFICATE OF INCORPORATION 1986-04-16

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2409677404 2020-05-05 0235 PPP 81 larkfield road, EAST NORTHPORT, NY, 11731
Loan Status Date 2021-08-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 151200
Loan Approval Amount (current) 151200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 49274
Servicing Lender Name Citibank, N.A.
Servicing Lender Address 5800 S. Corporate Place, Sioux Falls, SD, 57108
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address EAST NORTHPORT, SUFFOLK, NY, 11731-0001
Project Congressional District NY-01
Number of Employees 6
NAICS code 524292
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 49274
Originating Lender Name Citibank, N.A.
Originating Lender Address Sioux Falls, SD
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 153010.2
Forgiveness Paid Date 2021-07-20
6133298607 2021-03-20 0235 PPS 81 Larkfield Rd, East Northport, NY, 11731-1859
Loan Status Date 2021-12-21
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 151200
Loan Approval Amount (current) 151200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 49274
Servicing Lender Name Citibank, N.A.
Servicing Lender Address 5800 S. Corporate Place, Sioux Falls, SD, 57108
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address East Northport, SUFFOLK, NY, 11731-1859
Project Congressional District NY-01
Number of Employees 6
NAICS code 522320
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 49274
Originating Lender Name Citibank, N.A.
Originating Lender Address Sioux Falls, SD
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 152149.2
Forgiveness Paid Date 2021-11-10

Date of last update: 16 Mar 2025

Sources: New York Secretary of State