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CREATIVE FINANCIAL PLANNING INC.

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Company Details

Name: CREATIVE FINANCIAL PLANNING INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 12 Aug 1993 (32 years ago)
Entity Number: 1749011
ZIP code: 10956
County: Rockland
Place of Formation: New York
Address: 17 SQUADRON BLVD. SUITE 301, NEW CITY, NY, United States, 10956
Principal Address: 17 SQUADRON BLVD, SUITE 301, NEW CITY, NY, United States, 10956

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 17 SQUADRON BLVD. SUITE 301, NEW CITY, NY, United States, 10956

Chief Executive Officer

Name Role Address
S. LISA HAYES Chief Executive Officer 17 SQUADRON BLVD 301, NEW CITY, NY, United States, 10956

Form 5500 Series

Employer Identification Number (EIN):
133731868
Plan Year:
2023
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
5
Sponsors Telephone Number:

Filings

Filing Number Date Filed Type Effective Date
110816002078 2011-08-16 BIENNIAL STATEMENT 2011-08-01
090804002616 2009-08-04 BIENNIAL STATEMENT 2009-08-01
070816002329 2007-08-16 BIENNIAL STATEMENT 2007-08-01
051011002463 2005-10-11 BIENNIAL STATEMENT 2005-08-01
030730002342 2003-07-30 BIENNIAL STATEMENT 2003-08-01

USAspending Awards / Financial Assistance

Date:
2020-05-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
78940.00
Total Face Value Of Loan:
78940.00
Date:
2020-04-14
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
4000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
88652065
Mark:
IF YOU HAVE A DREAM, WE HAVE A PLAN.
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-10-11
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
IF YOU HAVE A DREAM, WE HAVE A PLAN.

Goods And Services

For:
Financial planning; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Investment management; Financial services, namely, wealth management services
First Use:
1985-12-31
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
78940
Current Approval Amount:
78940
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
79707.17

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Date of last update: 15 Mar 2025

Sources: New York Secretary of State