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KURZ PLANNING, INC.

Company Details

Name: KURZ PLANNING, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 07 May 1998 (27 years ago)
Entity Number: 2257148
ZIP code: 11743
County: Suffolk
Place of Formation: New York
Address: 233 MAIN ST, HUNTINGTON, NY, United States, 11743

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Chief Executive Officer

Name Role Address
WILLIAM E KURZ Chief Executive Officer 233 MAIN ST, HUNTINGTON, NY, United States, 11743

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 233 MAIN ST, HUNTINGTON, NY, United States, 11743

Agent

Name Role Address
WILLIAM E. KURZ Agent 102 W. GATE DRIVE, HUNTINGTON, NY, 11743

History

Start date End date Type Value
2010-05-25 2012-08-13 Address 1 SUNKEN MEADOW RD, FT SALONGA, NY, 11768, USA (Type of address: Chief Executive Officer)
2006-05-17 2010-05-25 Address 1 SANWEN MEADOW RD, FT SALONGA, NY, 11768, USA (Type of address: Chief Executive Officer)
2002-04-23 2006-05-17 Address 233 MAIN ST, HUNTINGTON, NY, 11743, USA (Type of address: Chief Executive Officer)
2002-04-23 2012-08-13 Address 233 MAIN ST, HUNTINGTON, NY, 11743, USA (Type of address: Principal Executive Office)
2000-05-22 2002-04-23 Address 102 WEST GATE DR., HUNTINGTON, NY, 11743, USA (Type of address: Chief Executive Officer)

Filings

Filing Number Date Filed Type Effective Date
120813002067 2012-08-13 BIENNIAL STATEMENT 2012-05-01
100525002735 2010-05-25 BIENNIAL STATEMENT 2010-05-01
060517003411 2006-05-17 BIENNIAL STATEMENT 2006-05-01
040618002309 2004-06-18 BIENNIAL STATEMENT 2004-05-01
020423002526 2002-04-23 BIENNIAL STATEMENT 2002-05-01

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:
16517.00
Total Face Value Of Loan:
16517.00
Date:
2020-04-21
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
5000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
98859317
Mark:
KURZ PLANNING INC. WORKING HAND IN HAND ON YOUR INSURANCE NEEDS
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2024-11-18
Mark Literal Elements:
KURZ PLANNING INC. WORKING HAND IN HAND ON YOUR INSURANCE NEEDS

Goods And Services

For:
Rental of real estate; Real estate rental services, namely, rental of residential housing; Insurance consultation; Real estate service, namely, rental property management; Insurance brokerage
First Use:
2021-09-01
International Classes:
036 - Primary Class
Class Status:
Active
For:
Providing public sector business and market intelligence; Assisting with the formation, negotiation, and management of contracts with public sector entities; Promotional marketing and representation services for sales to the public sector
First Use:
2021-09-01
International Classes:
035 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-05-02
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
16517
Current Approval Amount:
16517
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
16758.33

Date of last update: 31 Mar 2025

Sources: New York Secretary of State