Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Westchester
    4. ›
  4. 10591
    5. ›
  5. THE CREATIVE PLANNERS GROUP, LTD.

THE CREATIVE PLANNERS GROUP, LTD.

Company Details

Name: THE CREATIVE PLANNERS GROUP, LTD.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 02 Aug 1988 (37 years ago)
Entity Number: 1281760
ZIP code: 10591
County: Westchester
Place of Formation: New York
Address: 660 WHITE PLAINS ROAD, SUITE 345, TARRYTOWN, NY, United States, 10591
Principal Address: 660 WHITE PLAINS RD, STE 345, TARRYTOWN, NY, United States, 10591

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
THE CREATIVE PLANNERS GROUP, LTD. 401(K) PROFIT SHARING PLAN 2023 133490936 2024-09-30 THE CREATIVE PLANNERS GROUP, LTD. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541600
Sponsor’s telephone number 9144680300
Plan sponsor’s address 660 WHITE PLAINS ROAD, STE. 345, TARRYTOWN, NY, 10591
THE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN 2022 133490936 2023-09-07 THE CREATIVE PLANNERS GROUP, LTD. 4
Three-digit plan number (PN) 001
Effective date of plan 2004-12-01
Business code 541600
Sponsor’s telephone number 9144680300
Plan sponsor’s address 660 WHITE PLAINS ROAD, SUITE 445, TARRYTOWN, NY, 105915107

Signature of
Role Plan administrator
Date 2023-09-07
Name of individual signing LEONARD M. SANDER
THE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN 2022 133490936 2023-09-07 THE CREATIVE PLANNERS GROUP, LTD. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-12-01
Business code 541600
Sponsor’s telephone number 9144680300
Plan sponsor’s address 660 WHITE PLAINS ROAD, SUITE 445, TARRYTOWN, NY, 105915107

Signature of
Role Plan administrator
Date 2023-09-07
Name of individual signing LEONARD M. SANDER
THE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN 2022 133490936 2025-02-12 THE CREATIVE PLANNERS GROUP, LTD. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-12-01
Business code 541600
Sponsor’s telephone number 9144680300
Plan sponsor’s address 660 WHITE PLAINS ROAD, SUITE 445, TARRYTOWN, NY, 105915107
THE CREATIVE PLANNERS GROUP, LTD. 401(K) PROFIT SHARING PLAN 2022 133490936 2023-09-02 THE CREATIVE PLANNERS GROUP, LTD. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541600
Sponsor’s telephone number 9144680300
Plan sponsor’s address 660 WHITE PLAINS ROAD, SUITE 345, TARRYTOWN, NY, 105915107
THE CREATIVE PLANNERS GROUP, LTD. 401(K) PROFIT SHARING PLAN 2021 133490936 2022-10-12 THE CREATIVE PLANNERS GROUP, LTD. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541600
Sponsor’s telephone number 9144680300
Plan sponsor’s address 660 WHITE PLAINS ROAD, SUITE 345, TARRYTOWN, NY, 105915107
THE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN 2021 133490936 2023-09-08 THE CREATIVE PLANNERS GROUP, LTD. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-12-01
Business code 541600
Sponsor’s telephone number 9144680300
Plan sponsor’s address 660 WHITE PLAINS ROAD, SUITE 445, TARRYTOWN, NY, 105915107

Signature of
Role Plan administrator
Date 2023-09-08
Name of individual signing LEONARD M. SANDER
THE CREATIVE PLANNERS GROUP, LTD. 401(K) PROFIT SHARING PLAN 2020 133490936 2021-08-11 THE CREATIVE PLANNERS GROUP, LTD. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541600
Sponsor’s telephone number 9144680300
Plan sponsor’s address 660 WHITE PLAINS ROAD, SUITE 445, TARRYTOWN, NY, 105915107

Signature of
Role Plan administrator
Date 2021-08-11
Name of individual signing LEONARD M. SANDER
THE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN 2020 133490936 2022-09-02 THE CREATIVE PLANNERS GROUP, LTD. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-12-01
Business code 541600
Sponsor’s telephone number 9144680300
Plan sponsor’s address 660 WHITE PLAINS ROAD, SUITE 445, TARRYTOWN, NY, 105915107

Signature of
Role Plan administrator
Date 2022-09-02
Name of individual signing LEONARD M. SANDER
THE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN 2019 133490936 2021-08-24 THE CREATIVE PLANNERS GROUP, LTD. 4
Three-digit plan number (PN) 001
Effective date of plan 2004-12-01
Business code 541600
Sponsor’s telephone number 9144680300
Plan sponsor’s address 660 WHITE PLAINS ROAD, SUITE 445, TARRYTOWN, NY, 105915107

Signature of
Role Plan administrator
Date 2021-08-24
Name of individual signing LEONARD M. SANDER

Chief Executive Officer

Name Role Address
LEONARD M SANDER Chief Executive Officer 660 WHITE PLAINS RD, STE 345, TARRYTOWN, NY, United States, 10591

DOS Process Agent

Name Role Address
THE CREATIVE PLANNERS GROUP, LTD. DOS Process Agent 660 WHITE PLAINS ROAD, SUITE 345, TARRYTOWN, NY, United States, 10591

History

Start date End date Type Value
2024-08-01 2024-08-01 Address 660 WHITE PLAINS RD, STE 345, TARRYTOWN, NY, 10591, 5139, USA (Type of address: Chief Executive Officer)
2024-08-01 2024-08-01 Address 660 WHITE PLAINS RD, STE 345, TARRYTOWN, NY, 10591, USA (Type of address: Chief Executive Officer)
2023-07-07 2023-07-07 Address 660 WHITE PLAINS RD, STE 345, TARRYTOWN, NY, 10591, USA (Type of address: Chief Executive Officer)
2023-07-07 2024-08-01 Address 660 WHITE PLAINS RD, STE 345, TARRYTOWN, NY, 10591, 5139, USA (Type of address: Chief Executive Officer)
2023-07-07 2024-08-01 Address 660 WHITE PLAINS ROAD, SUITE 345, TARRYTOWN, NY, 10591, USA (Type of address: Service of Process)
2023-07-07 2023-07-07 Address 660 WHITE PLAINS RD, STE 345, TARRYTOWN, NY, 10591, 5139, USA (Type of address: Chief Executive Officer)
2023-07-07 2024-08-01 Address 660 WHITE PLAINS RD, STE 345, TARRYTOWN, NY, 10591, USA (Type of address: Chief Executive Officer)
2023-07-07 2024-08-01 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2020-08-12 2023-07-07 Address 660 WHITE PLAINS ROAD, SUITE 345, TARRYTOWN, NY, 10591, 5139, USA (Type of address: Service of Process)
2018-08-01 2023-07-07 Address 660 WHITE PLAINS RD, STE 345, TARRYTOWN, NY, 10591, 5139, USA (Type of address: Chief Executive Officer)

Filings

Filing Number Date Filed Type Effective Date
240801040195 2024-08-01 BIENNIAL STATEMENT 2024-08-01
230707000804 2023-07-07 BIENNIAL STATEMENT 2022-08-01
200812060405 2020-08-12 BIENNIAL STATEMENT 2020-08-01
180801007191 2018-08-01 BIENNIAL STATEMENT 2018-08-01
160802007078 2016-08-02 BIENNIAL STATEMENT 2016-08-01
120806006648 2012-08-06 BIENNIAL STATEMENT 2012-08-01
100817002182 2010-08-17 BIENNIAL STATEMENT 2010-08-01
080801002757 2008-08-01 BIENNIAL STATEMENT 2008-08-01
060726002800 2006-07-26 BIENNIAL STATEMENT 2006-08-01
040902002085 2004-09-02 BIENNIAL STATEMENT 2004-08-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8350237305 2020-05-01 0202 PPP 660 WHITE PLAINS ROAD SUITE 345, TARRYTOWN, NY, 10591
Loan Status Date 2021-09-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 131980
Loan Approval Amount (current) 131980
Undisbursed Amount 0
Franchise Name -
Lender Location ID 12096
Servicing Lender Name Wells Fargo Bank, National Association
Servicing Lender Address 101 N Philips Ave, SIOUX FALLS, SD, 57104-6738
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address TARRYTOWN, WESTCHESTER, NY, 10591-0001
Project Congressional District NY-17
Number of Employees 7
NAICS code 541219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 12096
Originating Lender Name Wells Fargo Bank, National Association
Originating Lender Address SIOUX FALLS, SD
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 133610.77
Forgiveness Paid Date 2021-08-03

Related by officers

THE CREATIVE PLANNERS GROUP, LTD.

CARBON A LIST LLC IROL WERDNA PUBLISHING INC.

Related by address

660 WHITE PLAINS ROAD, SUITE 345, TARRYTOWN, NY, United States, 10591

IROL WERDNA PUBLISHING INC.

Date of last update: 16 Mar 2025

Sources: New York Secretary of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 bizyork.com, Part of Big Data Integrated