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FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.

FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.

Company Details

Name:	FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.
Jurisdiction:	New York
Legal type:	DOMESTIC BUSINESS CORPORATION
Status:	Active
Date of registration:	09 Jul 1990 (35 years ago)
Entity Number:	1459235
ZIP code:	12207
County:	Richmond
Place of Formation:	New York
Principal Address:	100 Wood Avenue South, 4th Floor, Iselin, NJ, United States, 08830
Address:	80 STATE STREET, ALBANY, NY, United States, 12207

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

FINANCIAL PLANNING CONCEPTS 401(K) PLAN

2019

133573976

2020-02-03

FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	523900
Sponsor’s telephone number	7186675050
Plan sponsor’s address	1110 SOUTH AVENUE, SUITE 301, STATEN ISLAND, NY, 10314

Signature of

Role	Plan administrator
Date	2020-02-03
Name of individual signing	JOSEPH R. MARCHESE

FINANCIAL PLANNING CONCEPTS 401(K) PLAN

2018

133573976

2019-03-13

FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	523900
Sponsor’s telephone number	7186675050
Plan sponsor’s address	1110 SOUTH AVENUE, SUITE 301, STATEN ISLAND, NY, 10314

Signature of

Role	Plan administrator
Date	2019-03-13
Name of individual signing	JOSEPH R. MARCHESE

FINANCIAL PLANNING CONCEPTS 401(K) PLAN

2017

133573976

2018-03-09

FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	523900
Sponsor’s telephone number	7186675050
Plan sponsor’s address	1110 SOUTH AVENUE, SUITE 301, STATEN ISLAND, NY, 10314

Signature of

Role	Plan administrator
Date	2018-03-09
Name of individual signing	JOSEPH R. MARCHESE

FINANCIAL PLANNING CONCEPTS 401(K) PLAN

2016

133573976

2017-04-06

FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	523900
Sponsor’s telephone number	7186675050
Plan sponsor’s address	1110 SOUTH AVENUE, SUITE 301, STATEN ISLAND, NY, 10314

Signature of

Role	Plan administrator
Date	2017-04-06
Name of individual signing	JOSEPH R. MARCHESE

FINANCIAL PLANNING CONCEPTS 401(K) PLAN

2015

133573976

2016-08-26

FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	523900
Sponsor’s telephone number	7186675050
Plan sponsor’s address	1110 SOUTH AVENUE, SUITE 301, STATEN ISLAND, NY, 10314

Signature of

Role	Plan administrator
Date	2016-08-26
Name of individual signing	JOSEPH R. MARCHESE

FINANCIAL PLANNING CONCEPTS 401(K) PLAN

2014

133573976

2015-07-13

FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2014-01-01
Business code	523900
Sponsor’s telephone number	7186675050
Plan sponsor’s address	1110 SOUTH AVENUE, SUITE 301, STATEN ISLAND, NY, 10314

Signature of

Role	Plan administrator
Date	2015-07-13
Name of individual signing	JOSEPH R. MARCHESE

DOS Process Agent

Name	Role	Address
C/O CORPORATION SERVICE COMPANY	DOS Process Agent	80 STATE STREET, ALBANY, NY, United States, 12207

Chief Executive Officer

Name	Role	Address
RICHARD EKNOIAN	Chief Executive Officer	100 WOOD AVENUE SOUTH, 4TH FLOOR, ISELIN, NJ, United States, 08830

Agent

Name	Role	Address
CORPORATION SERVICE COMPANY	Agent	80 STATE STREET, ALBANY, NY, 12207

History

Start date	End date	Type	Value
2024-07-06	2024-07-06	Address	1110 SOUTH AVE STE 301, STATEN ISLAND, NY, 10314, USA (Type of address: Chief Executive Officer)
2024-07-06	2024-07-06	Address	100 WOOD AVENUE SOUTH, 4TH FLOOR, ISELIN, NJ, 08830, USA (Type of address: Chief Executive Officer)
2024-05-24	2024-07-06	Address	1110 SOUTH AVE STE 301, STATEN ISLAND, NY, 10314, USA (Type of address: Chief Executive Officer)
2024-05-24	2024-05-24	Address	1110 SOUTH AVE STE 301, STATEN ISLAND, NY, 10314, USA (Type of address: Chief Executive Officer)
2024-05-24	2024-07-06	Address	100 WOOD AVENUE SOUTH, 4TH FLOOR, ISELIN, NJ, 08830, USA (Type of address: Chief Executive Officer)
2024-05-24	2024-07-06	Address	80 STATE STREET, ALBANY, NY, 12207, 2543, USA (Type of address: Registered Agent)
2024-05-24	2024-07-06	Address	80 STATE STREET, ALBANY, NY, 12207, 2543, USA (Type of address: Service of Process)
2024-05-24	2024-05-24	Address	100 WOOD AVENUE SOUTH, 4TH FLOOR, ISELIN, NJ, 08830, USA (Type of address: Chief Executive Officer)
2024-05-23	2024-07-06	Shares	Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2023-10-17	2024-05-24	Address	28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2023-10-17	2023-10-17	Address	1110 SOUTH AVE STE 301, STATEN ISLAND, NY, 10314, USA (Type of address: Chief Executive Officer)
2023-10-17	2023-10-17	Address	100 WOOD AVENUE SOUTH, 4TH FLOOR, ISELIN, NJ, 08830, USA (Type of address: Chief Executive Officer)
2023-10-17	2024-05-24	Address	1110 SOUTH AVE STE 301, STATEN ISLAND, NY, 10314, USA (Type of address: Chief Executive Officer)
2023-10-17	2024-05-24	Address	28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2023-10-17	2024-05-23	Shares	Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2023-10-17	2024-05-24	Address	100 WOOD AVENUE SOUTH, 4TH FLOOR, ISELIN, NJ, 08830, USA (Type of address: Chief Executive Officer)
2023-02-11	2023-10-17	Address	1110 SOUTH AVE STE 301, STATEN ISLAND, NY, 10314, USA (Type of address: Chief Executive Officer)
2023-02-11	2023-10-17	Address	28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2023-02-11	2023-10-17	Address	28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2023-02-11	2023-02-11	Address	1110 SOUTH AVE STE 301, STATEN ISLAND, NY, 10314, USA (Type of address: Chief Executive Officer)
2023-02-10	2023-10-17	Shares	Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2022-01-26	2023-02-10	Shares	Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2015-02-23	2023-02-11	Address	1110 SOUTH AVE STE 301, STATEN ISLAND, NY, 10314, USA (Type of address: Chief Executive Officer)
2015-02-23	2023-02-11	Address	1110 SOUTH AVE STE 301, STATEN ISLAND, NY, 10314, USA (Type of address: Service of Process)
2010-09-07	2015-02-23	Address	1110 SOUTH AVE STE 301, STATEN ISLAND, NY, 10306, USA (Type of address: Service of Process)
2010-09-07	2015-02-23	Address	1110 SOUTH AVE STE 301, STATEN ISLAND, NY, 10306, USA (Type of address: Chief Executive Officer)
2010-09-07	2015-02-23	Address	1110 SOUTH AVE STE 301, STATEN ISLAND, NY, 10306, USA (Type of address: Principal Executive Office)
2000-07-21	2010-09-07	Address	148 NEW DORP LN, STATEN ISLAND, NY, 10306, USA (Type of address: Principal Executive Office)
2000-07-21	2010-09-07	Address	148 NEW DORP LN, STATEN ISLAND, NY, 10306, USA (Type of address: Service of Process)
2000-07-21	2010-09-07	Address	148 NEW DORP LN, STATEN ISLAND, NY, 10306, USA (Type of address: Chief Executive Officer)
1993-07-29	2000-07-21	Address	4300 HYLAN BOULEVARD, STATEN ISLAND, NY, 10312, 6528, USA (Type of address: Principal Executive Office)
1993-07-29	2000-07-21	Address	4300 HYLAN BOULEVARD, STATEN ISLAND, NY, 10312, 6528, USA (Type of address: Chief Executive Officer)
1993-07-29	2000-07-21	Address	4300 HYLAN BOULEVARD, STATEN ISLAND, NY, 10312, 6528, USA (Type of address: Service of Process)
1990-07-09	2022-01-26	Shares	Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
1990-07-09	1993-07-29	Address	4300 HYLAN BLVD., STATEN ISLAND, NY, 10312, USA (Type of address: Service of Process)

Filings

Filing Number	Date Filed	Type	Effective Date
240706000169	2024-07-06	BIENNIAL STATEMENT	2024-07-06
240524001323	2024-05-23	CERTIFICATE OF CHANGE BY ENTITY	2024-05-23
231017003159	2023-10-17	BIENNIAL STATEMENT	2022-07-01
230211000805	2023-02-10	CERTIFICATE OF CHANGE BY ENTITY	2023-02-10
211124002110	2021-11-24	BIENNIAL STATEMENT	2021-11-24
181226006088	2018-12-26	BIENNIAL STATEMENT	2018-07-01
150223006040	2015-02-23	BIENNIAL STATEMENT	2014-07-01
120806002321	2012-08-06	BIENNIAL STATEMENT	2012-07-01
100907002943	2010-09-07	BIENNIAL STATEMENT	2010-07-01
080718003649	2008-07-18	BIENNIAL STATEMENT	2008-07-01
060623002683	2006-06-23	BIENNIAL STATEMENT	2006-07-01
040723002070	2004-07-23	BIENNIAL STATEMENT	2004-07-01
020627002368	2002-06-27	BIENNIAL STATEMENT	2002-07-01
000721002187	2000-07-21	BIENNIAL STATEMENT	2000-07-01
980701002081	1998-07-01	BIENNIAL STATEMENT	1998-07-01
960808002112	1996-08-08	BIENNIAL STATEMENT	1996-07-01
930729002633	1993-07-29	BIENNIAL STATEMENT	1992-07-01
C160241-5	1990-07-09	CERTIFICATE OF INCORPORATION	1990-07-09

Date of last update: 22 Jan 2025

Sources: New York Secretary of State

FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.

Company Details

form 5500

DOS Process Agent

Chief Executive Officer

Agent

History

Filings

Related by officers

Related by address