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  5. SHG PLANNING INC.

SHG PLANNING INC.

Company Details

Name: SHG PLANNING INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 20 May 1987 (38 years ago)
Entity Number: 1172761
ZIP code: 11797
County: Nassau
Place of Formation: New York
Address: 101 WOODLAKE DRIVE WEST, WOODBURY, NY, United States, 11797

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
SHG PLANNING, INC. 401(K) PLAN 2018 112870073 2019-10-04 SHG PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 6312494240
Plan sponsor’s address 560 BROADHOLLOW ROAD, SUITE 314, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2019-10-04
Name of individual signing STEVE GOODMAN
SHG PLANNING, INC. 401(K) PLAN 2017 112870073 2018-10-02 SHG PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 6312494240
Plan sponsor’s address 560 BROADHOLLOW ROAD, SUITE 314, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2018-10-02
Name of individual signing STEVE GOODMAN
SHG PLANNING, INC. 401(K) PLAN 2016 112870073 2017-09-26 SHG PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 6312494240
Plan sponsor’s address 560 BROADHOLLOW ROAD, SUITE 314, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2017-09-26
Name of individual signing STEVE GOODMAN
SHG PLANNING, INC. PENSION PLAN 2015 112870073 2017-09-26 SHG PLANNING, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-12-31
Business code 523900
Sponsor’s telephone number 6312494240
Plan sponsor’s address 560 BROADHOLLOW ROAD, SUITE 314, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2017-09-26
Name of individual signing STEVE GOODMAN
SHG PLANNING, INC. 401(K) PLAN 2015 112870073 2016-09-29 SHG PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 6312494240
Plan sponsor’s address 560 BROADHOLLOW ROAD, SUITE 314, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2016-09-29
Name of individual signing STEVE GOODMAN
SHG PLANNING, INC. RETIREMENT PLAN 2014 112870073 2016-09-29 SHG PLANNING, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-12-31
Business code 523900
Sponsor’s telephone number 6312494240
Plan sponsor’s address 560 BROADHOLLOW ROAD, SUITE 314, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2016-09-29
Name of individual signing STEVEN GOODMAN
SHG PLANNING, INC. PENSION PLAN 2014 112870073 2016-09-29 SHG PLANNING, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-12-31
Business code 523900
Sponsor’s telephone number 6312494240
Plan sponsor’s address 560 BROADHOLLOW ROAD, SUITE 314, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2016-09-29
Name of individual signing STEVE GOODMAN
SHG PLANNING, INC. 401(K) PLAN 2014 112870073 2015-10-02 SHG PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 6312494240
Plan sponsor’s address 560 BROADHOLLOW ROAD, SUITE 314, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2015-10-02
Name of individual signing STEVE GOODMAN
SHG PLANNING, INC. RETIREMENT PLAN 2013 112870073 2015-10-02 SHG PLANNING, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-12-31
Business code 523900
Sponsor’s telephone number 6312494240
Plan sponsor’s address 560 BROADHOLLOW ROAD, SUITE 314, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2015-10-02
Name of individual signing STEVEN GOODMAN
SHG PLANNING, INC. 401(K) PLAN 2013 112870073 2014-09-18 SHG PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 6312494240
Plan sponsor’s address 560 BROADHOLLOW ROAD, SUITE 314, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2014-09-18
Name of individual signing STEVEN GOODMAN

DOS Process Agent

Name Role Address
SHG PLANNING INC. DOS Process Agent 101 WOODLAKE DRIVE WEST, WOODBURY, NY, United States, 11797

Filings

Filing Number Date Filed Type Effective Date
B499134-4 1987-05-20 CERTIFICATE OF INCORPORATION 1987-05-20

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4630997306 2020-04-29 0235 PPP 400 Broad Hollow Road 302, Melville, NY, 11747
Loan Status Date 2022-03-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 35125
Loan Approval Amount (current) 35125
Undisbursed Amount 0
Franchise Name -
Lender Location ID 456756
Servicing Lender Name Cross River Bank
Servicing Lender Address 885 Teaneck Rd, TEANECK, NJ, 07666-4546
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Melville, SUFFOLK, NY, 11747-0001
Project Congressional District NY-01
Number of Employees 2
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 529113
Originating Lender Name Kabbage, Inc.
Originating Lender Address Atlanta, GA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 35662.94
Forgiveness Paid Date 2021-11-17
2900658405 2021-02-04 0235 PPS 400 Broadhollow Rd Ste 302, Melville, NY, 11747-4810
Loan Status Date 2022-03-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 35106
Loan Approval Amount (current) 35106
Undisbursed Amount 0
Franchise Name -
Lender Location ID 121536
Servicing Lender Name Customers Bank
Servicing Lender Address 40 General Warren Blvd, Malvern, PA, 19355
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Melville, SUFFOLK, NY, 11747-4810
Project Congressional District NY-01
Number of Employees 2
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 529113
Originating Lender Name Kabbage, Inc.
Originating Lender Address Atlanta, GA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 35358.96
Forgiveness Paid Date 2021-10-26

Related by officers

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Date of last update: 16 Mar 2025

Sources: New York Secretary of State

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