| Name: | PIVOTAL PLANNING GROUP, LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 07 Jul 2000 (25 years ago) |
| Entity Number: | 2529147 |
| ZIP code: | 11747 |
| County: | Nassau |
| Place of Formation: | New York |
| Address: | 534 BROADHOLLOW RD, STE 300, MELVILLE, NY, United States, 11747 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PIVOTAL PLANNING GROUP, LLC 401(K) PLAN | 2021 | 113575716 | 2022-06-27 | PIVOTAL PLANNING GROUP, LLC | 5 | |||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2022-06-27 |
| Name of individual signing | MICHAEL DESMOND |
| Name | Role | Address |
|---|---|---|
| PIVOTAL PLANNING GROUP LLC | DOS Process Agent | 534 BROADHOLLOW RD, STE 300, MELVILLE, NY, United States, 11747 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2000-07-07 | 2021-04-13 | Address | 125 JERICHO TURNPIKE, SUITE 200, JERICHO, NY, 11753, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 210413060144 | 2021-04-13 | BIENNIAL STATEMENT | 2020-07-01 |
| 180703006518 | 2018-07-03 | BIENNIAL STATEMENT | 2018-07-01 |
| 140709006487 | 2014-07-09 | BIENNIAL STATEMENT | 2014-07-01 |
| 120820002373 | 2012-08-20 | BIENNIAL STATEMENT | 2012-07-01 |
| 100720002616 | 2010-07-20 | BIENNIAL STATEMENT | 2010-07-01 |
| 080709002369 | 2008-07-09 | BIENNIAL STATEMENT | 2008-07-01 |
| 060619002576 | 2006-06-19 | BIENNIAL STATEMENT | 2006-07-01 |
| 040629002143 | 2004-06-29 | BIENNIAL STATEMENT | 2004-07-01 |
| 020619002122 | 2002-06-19 | BIENNIAL STATEMENT | 2002-07-01 |
| 000928000450 | 2000-09-28 | AFFIDAVIT OF PUBLICATION | 2000-09-28 |
Date of last update: 02 Jan 2025
Sources: New York Secretary of State
