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ALAN R. LEIST PLANNING GROUP, INC.

Company Details

Name: ALAN R. LEIST PLANNING GROUP, INC.
Jurisdiction: New York
Legal type: FOREIGN DESIGNATION OF THE SECRETARY OF STATE
Status: Recorded
Date of registration: 02 Sep 1987 (38 years ago)
Date of dissolution: 02 Sep 1987
Entity Number: 1199187
County: Blank
Place of Formation: New York

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STRATEGIC FINANCIAL SERVICES CASH BALANCE PENSION PLAN 2013 161171298 2014-06-12 ALAN R. LEIST PLANNING GROUP, INC. 18
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3157357553
Plan sponsor’s address 114 BUSINESS PARK DR, UTICA, NY, 135026302

Signature of
Role Plan administrator
Date 2014-06-12
Name of individual signing ALAN R. LEIST, JR
STRATEGIC FINANCIAL SERVICES CASH BALANCE PENSION PLAN 2013 161171298 2014-06-12 ALAN R. LEIST PLANNING GROUP, INC. 18
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3157357553
Plan sponsor’s address 114 BUSINESS PARK DR, UTICA, NY, 135026302

Signature of
Role Plan administrator
Date 2014-06-12
Name of individual signing ALAN R. LEIST, JR
STRATEGIC FINANCIAL SERVICES CASH BALANCE PENSION PLAN 2012 161171298 2013-06-10 ALAN R. LEIST PLANNING GROUP, INC. 18
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3157357553
Plan sponsor’s address 114 BUSINESS PARK DR, UTICA, NY, 135026302

Signature of
Role Plan administrator
Date 2013-06-10
Name of individual signing ALAN R. LEIST, JR
STRATEGIC FINANCIAL SERVICES CASH BALANCE PENSION PLAN 2011 161171298 2012-04-11 ALAN R. LEIST PLANNING GROUP, INC. 19
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3157357553
Plan sponsor’s address 114 BUSINESS PARK DR, UTICA, NY, 135026302

Plan administrator’s name and address
Administrator’s EIN 161171298
Plan administrator’s name ALAN R. LEIST PLANNING GROUP, INC.
Plan administrator’s address 114 BUSINESS PARK DR, UTICA, NY, 135026302
Administrator’s telephone number 3157357553

Signature of
Role Plan administrator
Date 2012-04-11
Name of individual signing ALAN R. LEIST, JR
STRATEGIC FINANCIAL SERVICES CASH BALANCE PENSION PLAN 2010 161171298 2011-07-28 ALAN R. LEIST PLANNING GROUP, INC. 21
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3157357553
Plan sponsor’s address 114 BUSINESS PARK DR, UTICA, NY, 135026302

Plan administrator’s name and address
Administrator’s EIN 161171298
Plan administrator’s name ALAN R. LEIST PLANNING GROUP, INC.
Plan administrator’s address 114 BUSINESS PARK DR, UTICA, NY, 135026302
Administrator’s telephone number 3157357553

Signature of
Role Plan administrator
Date 2011-07-28
Name of individual signing ALAN R. LEIST, JR
STRATEGIC FINANCIAL SERVICES CASH BALANCE PENSION PLAN 2009 161171298 2010-07-09 ALAN R. LEIST PLANNING GROUP, INC. 24
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3157357553
Plan sponsor’s address 114 BUSINESS PARK DR, UTICA, NY, 135026302

Plan administrator’s name and address
Administrator’s EIN 161171298
Plan administrator’s name ALAN R. LEIST PLANNING GROUP, INC.
Plan administrator’s address 114 BUSINESS PARK DR, UTICA, NY, 135026302
Administrator’s telephone number 3157357553

Signature of
Role Plan administrator
Date 2010-07-09
Name of individual signing ALAN R. LEIST, JR

Related by officers

No related officers

Related by address

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Date of last update: 16 Mar 2025

Sources: New York Secretary of State

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