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  5. VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC.

VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC.

Company Details

Name: VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 14 Jul 1986 (39 years ago)
Entity Number: 1097316
ZIP code: 12866
County: Saratoga
Place of Formation: New York
Principal Address: 60 RAILROAD PLACE, SUITE 104, SARATOGA SPRINGS, NY, United States, 12866
Address: 60 RAILROAD PLACE, STE 104, SARATOGA SPRINGS, NY, United States, 12866

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Central Index Key

CIK number Mailing Address Business Address Phone
1900990 60 RAILROAD PL, SUITE 104, SARATOGA SPRINGS, NY, 12866 60 RAILROAD PL, SUITE 104, SARATOGA SPRINGS, NY, 12866 5185830891

Filings since 2024-01-25
Form type 13F-HR
File number 028-21514
Filing date 2024-01-25
Reporting date 2023-12-31
File View File

Filings since 2023-10-19
Form type 13F-HR
File number 028-21514
Filing date 2023-10-19
Reporting date 2023-09-30
File View File

Filings since 2023-07-24
Form type 13F-HR
File number 028-21514
Filing date 2023-07-24
Reporting date 2023-06-30
File View File

Filings since 2023-04-18
Form type 13F-HR
File number 028-21514
Filing date 2023-04-18
Reporting date 2023-03-31
File View File

Filings since 2023-02-01
Form type 13F-HR
File number 028-21514
Filing date 2023-02-01
Reporting date 2022-12-31
File View File

Filings since 2022-11-03
Form type 13F-HR
File number 028-21514
Filing date 2022-11-03
Reporting date 2022-09-30
File View File

Filings since 2022-07-27
Form type 13F-HR
File number 028-21514
Filing date 2022-07-27
Reporting date 2022-06-30
File View File

Filings since 2022-04-27
Form type 13F-HR
File number 028-21514
Filing date 2022-04-27
Reporting date 2022-03-31
File View File

Filings since 2022-01-28
Form type 13F-HR
File number 028-21514
Filing date 2022-01-28
Reporting date 2021-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC 401(K) & PROFIT SHARING PLAN 2021 141682218 2022-05-18 VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5185830891
Plan sponsor’s address 60 RAILROAD PLACE, STE 104, SARATOGA SPRINGS, NY, 12866

Signature of
Role Plan administrator
Date 2022-05-18
Name of individual signing BONNIE M. BOYCE
Role Employer/plan sponsor
Date 2022-05-18
Name of individual signing BONNIE M. BOYCE
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. 401(K) & PROFIT SHARING PLAN 2014 141682218 2015-05-12 VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5185830891
Plan sponsor’s address 60 RAILROAD PLACE, STE 104, SARATOGA SPRINGS, NY, 12866

Signature of
Role Plan administrator
Date 2015-05-12
Name of individual signing BONNIE M. BOYCE
Role Employer/plan sponsor
Date 2015-05-12
Name of individual signing BONNIE M. BOYCE
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. 401(K) & PROFIT SHARING PLAN 2013 141682218 2014-07-02 VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5185830891
Plan sponsor’s address 60 RAILROAD PLACE, STE 104, SARATOGA SPRINGS, NY, 12866

Signature of
Role Plan administrator
Date 2014-07-02
Name of individual signing BONNIE M. BOYCE
Role Employer/plan sponsor
Date 2014-07-02
Name of individual signing BONNIE M. BOYCE
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. 401(K) & PROFIT SHARING PLAN 2012 141682218 2013-06-07 VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5185830891
Plan sponsor’s address 60 RAILROAD PLACE, STE 104, SARATOGA SPRINGS, NY, 12866

Signature of
Role Plan administrator
Date 2013-06-07
Name of individual signing BONNIE BOYCE
Role Employer/plan sponsor
Date 2013-06-07
Name of individual signing BONNIE BOYCE
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. 401(K) & PROFIT SHARING PLAN 2011 141682218 2012-05-31 VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5185830891
Plan sponsor’s address 60 RAILROAD PLACE, STE 104, SARATOGA SPRINGS, NY, 12866

Plan administrator’s name and address
Administrator’s EIN 141682218
Plan administrator’s name VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC.
Plan administrator’s address 60 RAILROAD PLACE, STE 104, SARATOGA SPRINGS, NY, 12866
Administrator’s telephone number 5185830891

Signature of
Role Plan administrator
Date 2012-05-31
Name of individual signing BONNIE M. BOYCE
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. 401(K) & PROFIT SHARING PLAN 2010 141682218 2011-04-21 VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5185830891
Plan sponsor’s address 60 RAILROAD PLACE, STE 104, SARATOGA SPRINGS, NY, 12866

Plan administrator’s name and address
Administrator’s EIN 141682218
Plan administrator’s name VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC.
Plan administrator’s address 60 RAILROAD PLACE, STE 104, SARATOGA SPRINGS, NY, 12866
Administrator’s telephone number 5185830891

Signature of
Role Plan administrator
Date 2011-04-21
Name of individual signing BONNIE BOYCE
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. 401(K) & PROFIT SHARING PLAN 2009 141682218 2010-06-09 VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 5185830891
Plan sponsor’s address 60 RAILROAD PLACE, STE 104, SARATOGA SPRINGS, NY, 12866

Plan administrator’s name and address
Administrator’s EIN 141682218
Plan administrator’s name VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC.
Plan administrator’s address 60 RAILROAD PLACE, STE 104, SARATOGA SPRINGS, NY, 12866
Administrator’s telephone number 5185830891

Signature of
Role Plan administrator
Date 2010-06-09
Name of individual signing BONNIE BOYCE

DOS Process Agent

Name Role Address
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. DOS Process Agent 60 RAILROAD PLACE, STE 104, SARATOGA SPRINGS, NY, United States, 12866

Chief Executive Officer

Name Role Address
JEFFREY VAHANIAN Chief Executive Officer 60 RAILROAD PLACE, SUITE 104, SARATOGA SPRINGS, NY, United States, 12866

History

Start date End date Type Value
2024-07-01 2024-07-01 Address 60 RAILROAD PLACE, SUITE 104, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Chief Executive Officer)
2024-07-01 2024-07-01 Address 60 RAILROAD PLACE, SUITE 104, SARATOGA SPRINGS, NY, 12866, 3034, USA (Type of address: Chief Executive Officer)
2020-07-16 2024-07-01 Address 60 RAILROAD PLACE, STE 104, SARATOGA SPRINGS, NY, 12866, 3034, USA (Type of address: Service of Process)
2006-06-19 2024-07-01 Address 60 RAILROAD PLACE, SUITE 104, SARATOGA SPRINGS, NY, 12866, 3034, USA (Type of address: Chief Executive Officer)
2006-06-19 2020-07-16 Address 60 RAILROAD PLACE, STE 104, SARATOGA SPRINGS, NY, 12866, 3034, USA (Type of address: Service of Process)
1997-03-26 2006-06-19 Address 10 RAILROAD PLACE, STE 104, SARATOGA SPRINGS, NY, 12866, 3034, USA (Type of address: Service of Process)
1997-01-17 1997-03-26 Address 110 RAILROAD PLACE, SARATOGA SPRINGS, NY, 12866, 3034, USA (Type of address: Service of Process)
1996-07-30 2006-06-19 Address 10 RAILROAD PLACE, SUITE 104, SARATOGA SPRINGS, NY, 12866, 3034, USA (Type of address: Chief Executive Officer)
1996-07-30 1997-01-17 Address 10 RAILROAD PLACE, SUITE 104, SARATOGA SPRINGS, NY, 12866, 3034, USA (Type of address: Service of Process)
1996-07-30 2006-06-19 Address 10 RAILROAD PLACE, SUITE 104, SARATOGA SPRINGS, NY, 12866, 3034, USA (Type of address: Principal Executive Office)

Filings

Filing Number Date Filed Type Effective Date
240701035566 2024-07-01 BIENNIAL STATEMENT 2024-07-01
220819001291 2022-08-19 BIENNIAL STATEMENT 2022-07-01
200716060471 2020-07-16 BIENNIAL STATEMENT 2020-07-01
180710006462 2018-07-10 BIENNIAL STATEMENT 2018-07-01
160705007448 2016-07-05 BIENNIAL STATEMENT 2016-07-01
140716006147 2014-07-16 BIENNIAL STATEMENT 2014-07-01
120801002571 2012-08-01 BIENNIAL STATEMENT 2012-07-01
100716002586 2010-07-16 BIENNIAL STATEMENT 2010-07-01
080717002778 2008-07-17 BIENNIAL STATEMENT 2008-07-01
060619002867 2006-06-19 BIENNIAL STATEMENT 2006-07-01

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 23 Jan 2025

Sources: New York Secretary of State

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