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  5. CREATIVE FINANCIAL PLANNING INC.

CREATIVE FINANCIAL PLANNING INC.

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

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN 2023 133731868 2024-10-02 CREATIVE FINANCIAL PLANNING, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8456346050
Plan sponsor’s address 101 SOUTH BROADWAY, SOUTH NYACK, NY, 10960

Signature of
Role Plan administrator
Date 2024-10-02
Name of individual signing LISA HAYES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-02
Name of individual signing LISA HAYES
Valid signature Filed with authorized/valid electronic signature
CREATIVE FINANCIAL PLANNING, INC RETIREMENT PLAN 2023 133731868 2024-09-17 CREATIVE FINANCIAL PLANNING, INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 8456346050
Plan sponsor’s address 101 SOUTH BROADWAY, SOUTH NYACK, NY, 10960

Signature of
Role Plan administrator
Date 2024-09-13
Name of individual signing LISA HAYES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-13
Name of individual signing LISA HAYES
Valid signature Filed with authorized/valid electronic signature
CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN 2022 133731868 2023-10-10 CREATIVE FINANCIAL PLANNING, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8456346050
Plan sponsor’s address 101 SOUTH BROADWAY, SOUTH NYACK, NY, 10960

Signature of
Role Plan administrator
Date 2023-10-09
Name of individual signing LISA HAYES
Role Employer/plan sponsor
Date 2023-10-09
Name of individual signing LISA HAYES
CREATIVE FINANCIAL PLANNING, INC RETIREMENT PLAN 2022 133731868 2023-07-28 CREATIVE FINANCIAL PLANNING, INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 8456346050
Plan sponsor’s address 101 SOUTH BROADWAY, SOUTH NYACK, NY, 10960

Signature of
Role Plan administrator
Date 2023-07-28
Name of individual signing STEPHANIE HAYES
Role Employer/plan sponsor
Date 2023-07-28
Name of individual signing STEPHANIE HAYES
CREATIVE FINANCIAL PLANNING, INC RETIREMENT PLAN 2021 133731868 2022-09-15 CREATIVE FINANCIAL PLANNING, INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 8456346050
Plan sponsor’s address 101 SOUTH BROADWAY, SOUTH NYACK, NY, 10960

Signature of
Role Plan administrator
Date 2022-09-15
Name of individual signing STEPHANIE HAYES
Role Employer/plan sponsor
Date 2022-09-15
Name of individual signing STEPHANIE HAYES
CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN 2021 133731868 2022-10-12 CREATIVE FINANCIAL PLANNING, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8456346050
Plan sponsor’s address 101 SOUTH BROADWAY, SOUTH NYACK, NY, 10960

Signature of
Role Plan administrator
Date 2022-10-12
Name of individual signing LISA HAYES
Role Employer/plan sponsor
Date 2022-10-12
Name of individual signing LISA HAYES
CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN 2020 133731868 2021-10-13 CREATIVE FINANCIAL PLANNING, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8456346050
Plan sponsor’s address 101 SOUTH BROADWAY, SOUTH NYACK, NY, 10960

Signature of
Role Plan administrator
Date 2021-10-13
Name of individual signing S. LISA HAYES
Role Employer/plan sponsor
Date 2021-10-13
Name of individual signing S. LISA HAYES
CREATIVE FINANCIAL PLANNING, INC RETIREMENT PLAN 2020 133731868 2021-09-08 CREATIVE FINANCIAL PLANNING, INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 8456346050
Plan sponsor’s address 101 SOUTH BROADWAY, SOUTH NYACK, NY, 10960

Signature of
Role Plan administrator
Date 2021-09-03
Name of individual signing STEPHANIE LISA HAYES
Role Employer/plan sponsor
Date 2021-09-03
Name of individual signing STEPHANIE LISA HAYES
CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN 2019 133731868 2020-10-15 CREATIVE FINANCIAL PLANNING, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8456346050
Plan sponsor’s address 101 SOUTH BROADWAY, SOUTH NYACK, NY, 10960

Signature of
Role Plan administrator
Date 2020-10-14
Name of individual signing LISA HAYES
Role Employer/plan sponsor
Date 2020-10-14
Name of individual signing LISA HAYES
CREATIVE FINANCIAL PLANNING, INC RETIREMENT PLAN 2019 133731868 2020-10-12 CREATIVE FINANCIAL PLANNING, INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523120
Sponsor’s telephone number 8456346050
Plan sponsor’s address 101 SOUTH BROADWAY, SOUTH NYACK, NY, 10960

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing LISA HAYES
Role Employer/plan sponsor
Date 2020-10-12
Name of individual signing LISA HAYES

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

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
010813002237 2001-08-13 BIENNIAL STATEMENT 2001-08-01
990827002244 1999-08-27 BIENNIAL STATEMENT 1999-08-01
970813002583 1997-08-13 BIENNIAL STATEMENT 1997-08-01
950918002119 1995-09-18 BIENNIAL STATEMENT 1995-08-01
930812000202 1993-08-12 CERTIFICATE OF INCORPORATION 1993-08-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1488227706 2020-05-01 0202 PPP 101 S BROADWAY, NYACK, NY, 10960
Loan Status Date 2021-05-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 78940
Loan Approval Amount (current) 78940
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address NYACK, ROCKLAND, NY, 10960-0001
Project Congressional District NY-17
Number of Employees 4
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 79707.17
Forgiveness Paid Date 2021-04-26

Related by officers

THE CORPORATION

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S. LISA HAYES

ABUNDANCE HALL, LLC

Related by address

No related companies by address

Date of last update: 15 Mar 2025

Sources: New York Secretary of State

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