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PREFERRED PENSION CONCEPTS INC.

Company Details

Name: PREFERRED PENSION CONCEPTS INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 31 Oct 1986 (38 years ago)
Entity Number: 1123432
ZIP code: 10601
County: Westchester
Place of Formation: New York
Address: 1 WATER STREET, WHITE PLAINS, NY, United States, 10601

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
PREFERRED PENSION CONCEPTS, INC. PENSION PLAN 2023 133384874 2024-07-29 PREFERRED PENSION CONCEPTS, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 541213
Sponsor’s telephone number 9146825200
Plan sponsor’s address 84 BUSINESS PARK DRIVE, SUITE 212, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2024-07-29
Name of individual signing KRISTINE KNAPP
PREFERRED PENSION CONCEPTS INC. 401(K) PROFIT SHARING PLAN 2023 133384874 2024-07-29 PREFERRED PENSION CONCEPTS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 541213
Sponsor’s telephone number 9146825200
Plan sponsor’s address 84 BUSINESS PARK DRIVE, SUITE 212, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2024-07-29
Name of individual signing KRISTINE KNAPP
PREFERRED PENSION CONCEPTS, INC. PENSION PLAN 2022 133384874 2023-07-28 PREFERRED PENSION CONCEPTS, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 541213
Sponsor’s telephone number 9146825200
Plan sponsor’s address 84 BUSINESS PARK DRIVE, SUITE 212, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2023-07-28
Name of individual signing MICHAEL MCLAFFERTY
PREFERRED PENSION CONCEPTS INC. 401(K) PROFIT SHARING PLAN 2022 133384874 2023-07-28 PREFERRED PENSION CONCEPTS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 541213
Sponsor’s telephone number 9146825200
Plan sponsor’s address 84 BUSINESS PARK DRIVE, SUITE 212, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2023-07-28
Name of individual signing MICHAEL MCLAFFERTY
PREFERRED PENSION CONCEPTS INC. 401(K) PROFIT SHARING PLAN 2021 133384874 2022-10-17 PREFERRED PENSION CONCEPTS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 541213
Sponsor’s telephone number 9146825200
Plan sponsor’s address 84 BUSINESS PARK DRIVE, SUITE 212, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2022-10-17
Name of individual signing MICHAEL MCLAFFERTY
PREFERRED PENSION CONCEPTS INC. 401(K) PROFIT SHARING PLAN 2020 133384874 2021-06-21 PREFERRED PENSION CONCEPTS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 541213
Sponsor’s telephone number 9146825200
Plan sponsor’s address 84 BUSINESS PARK DRIVE, SUITE 212, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2021-06-18
Name of individual signing MICHAEL MCLAFFERTY
PREFERRED PENSION CONCEPTS INC. 401(K) PROFIT SHARING PLAN 2019 133384874 2020-07-09 PREFERRED PENSION CONCEPTS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 541213
Sponsor’s telephone number 9146825200
Plan sponsor’s address 84 BUSINESS PARK DRIVE, SUITE 212, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2020-07-09
Name of individual signing MICHAEL MCLAFFERTY
PREFERRED PENSION CONCEPTS INC. 401(K) PROFIT SHARING PLAN 2018 133384874 2019-07-15 PREFERRED PENSION CONCEPTS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 541213
Sponsor’s telephone number 9146825200
Plan sponsor’s address 84 BUSINESS PARK DRIVE, SUITE 212, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2019-07-15
Name of individual signing MICHAEL MCLAFFERTY
PREFERRED PENSION CONCEPTS INC. 401(K) PROFIT SHARING PLAN 2017 133384874 2018-07-16 PREFERRED PENSION CONCEPTS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 541213
Sponsor’s telephone number 9146825200
Plan sponsor’s address 84 BUSINESS PARK DRIVE, SUITE 212, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2018-07-16
Name of individual signing MICHAEL MCLAFFERTY
PREFERRED PENSION CONCEPTS INC. 401(K) PROFIT SHARING PLAN 2016 133384874 2017-10-13 PREFERRED PENSION CONCEPTS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 541213
Sponsor’s telephone number 9146825200
Plan sponsor’s address 84 BUSINESS PARK DRIVE, SUITE 212, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2017-10-12
Name of individual signing MICHAEL MCLAFFERTY

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 1 WATER STREET, WHITE PLAINS, NY, United States, 10601

Chief Executive Officer

Name Role Address
MICHAEL E. MC LAFFERTY Chief Executive Officer 1 WATER STREET, WHITE PLAINS, NY, United States, 10601

History

Start date End date Type Value
1986-10-31 1993-10-13 Address 1 WATER ST, WHITE PLAINS, NY, 10601, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
931013002358 1993-10-13 BIENNIAL STATEMENT 1993-10-01
B419137-3 1986-10-31 CERTIFICATE OF INCORPORATION 1986-10-31

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1844967702 2020-05-01 0202 PPP 84 BUSINESS PARK DR STE 212, ARMONK, NY, 10504
Loan Status Date 2021-09-30
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 76720
Loan Approval Amount (current) 76720
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address ARMONK, WESTCHESTER, NY, 10504-0001
Project Congressional District NY-17
Number of Employees 4
NAICS code 524298
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 77720.39
Forgiveness Paid Date 2021-08-24

Date of last update: 27 Feb 2025

Sources: New York Secretary of State