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CHEN PLANNING CONSULTANTS, INC.

Company Details

Name: CHEN PLANNING CONSULTANTS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 04 Jan 1999 (26 years ago)
Entity Number: 2330722
ZIP code: 10128
County: New York
Place of Formation: New York
Address: APT. #10B, 1735 YORK AVE., NEW YORK, NY, United States, 10128

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
CHEN PLANNING CONSULTANTS, INC. RETIREMENT PLAN & TRUST 2022 161621930 2023-04-24 CHEN PLANNING CONSULTANTS, INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 812990
Sponsor’s telephone number 5163648414
Plan sponsor’s address PO BOX 1013, SYOSSET, NY, 117910080

Signature of

Role Plan administrator
Date 2023-04-24
Name of individual signing MAY-LYNNE CHEN-CONTINO
CHEN PLANNING CONSULTANTS, INC. RETIREMENT PLAN & TRUST 2021 161621930 2022-06-25 CHEN PLANNING CONSULTANTS, INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 812990
Sponsor’s telephone number 5163648414
Plan sponsor’s address PO BOX 1013, SYOSSET, NY, 117910080

Signature of

Role Plan administrator
Date 2022-06-25
Name of individual signing MAY-LYNNE CHEN-CONTINO
CHEN PLANNING CONSULTANTS, INC. RETIREMENT PLAN & TRUST 2020 161621930 2021-07-26 CHEN PLANNING CONSULTANTS, INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 812990
Sponsor’s telephone number 5163648414
Plan sponsor’s address PO BOX 1013, SYOSSET, NY, 117910080

Signature of

Role Plan administrator
Date 2021-07-26
Name of individual signing CONNIE CHEN
CHEN PLANNING CONSULTANTS, INC. RETIREMENT PLAN & TRUST 2009 161621930 2010-09-24 CHEN PLANNING CONSULTANTS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 812990
Sponsor’s telephone number 5163648414
Plan sponsor’s mailing address P.O. BOX 1013, SYOSSET, NY, 11791
Plan sponsor’s address P.O. BOX 1013, SYOSSET, NY, 11791

Plan administrator’s name and address

Administrator’s EIN 161621930
Plan administrator’s name CHEN PLANNING CONSULTANTS, INC.
Plan administrator’s address P.O. BOX 1013, SYOSSET, NY, 11791
Administrator’s telephone number 5163648414

Number of participants as of the end of the plan year

Active participants 2
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2010-09-24
Name of individual signing CONNIE CHEN
Valid signature Filed with authorized/valid electronic signature

DOS Process Agent

Name Role Address
C/O THE CORPORATION DOS Process Agent APT. #10B, 1735 YORK AVE., NEW YORK, NY, United States, 10128

Filings

Filing Number Date Filed Type Effective Date
990104000471 1999-01-04 CERTIFICATE OF INCORPORATION 1999-01-04

Date of last update: 03 Jan 2025

Sources: New York Secretary of State