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  5. SRS PLANNING LTD.

SRS PLANNING LTD.

Company Details

Name: SRS PLANNING LTD.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 24 Apr 2001 (24 years ago)
Entity Number: 2631443
ZIP code: 11375
County: Queens
Place of Formation: New York
Address: 67-35 YELLOWSTONE BLVD., SUITE 3T, FOREST HILLS, NY, United States, 11375
Principal Address: 68-64 YELLOWSTONE BLVD., STE A20, FOREST HILLS, NY, United States, 11375

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
SRS PLANNING LTD EMPLOYEE PROFIT SHARING PLAN 2018 113615904 2020-02-26 SRS PLANNING LTD 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 5169327757
Plan sponsor’s mailing address 24 KINGSWOOD DR, OLD BETHPAGE, NY, 118041141
Plan sponsor’s address 24 KINGSWOOD DR, OLD BETHPAGE, NY, 118041141

Number of participants as of the end of the plan year
Active participants 1

Signature of
Role Plan administrator
Date 2019-12-26
Name of individual signing RICHARD ROSA
Valid signature Filed with authorized/valid electronic signature
SRS PLANNING LTD EMPLYEE PRFOIT SHARING PLAN 2016 113615904 2017-10-16 SRS PLANNING LTD 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Plan sponsor’s mailing address 24 KINGSWOOD DR, OLD BETHPAGE, NY, 118041141
Plan sponsor’s address 24 KINGSWOOD DR, OLD BETHPAGE, NY, 118041141

Number of participants as of the end of the plan year
Active participants 1

Signature of
Role Plan administrator
Date 2017-10-16
Name of individual signing RICHARD ROSA
Valid signature Filed with authorized/valid electronic signature
SRS PLANNING LTD EMPLYEE PRFOIT SHARING PLAN 2015 113615904 2016-10-14 SRS PLANNING LTD 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Plan sponsor’s mailing address 24 KINGSWOOD DR, OLD BETHPAGE, NY, 118041141
Plan sponsor’s address 24 KINGSWOOD DR, OLD BETHPAGE, NY, 118041141

Number of participants as of the end of the plan year
Active participants 1

Signature of
Role Plan administrator
Date 2016-10-14
Name of individual signing RICHARD ROSA
Valid signature Filed with authorized/valid electronic signature
SRS PLANNING LTD EMPLOYEE PROFIT SHARING PLAN 2014 113615904 2015-10-08 SRS PLANNING LTD 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Plan sponsor’s mailing address 24 KINGSWOOD DRIVE, OLD BETHPAGE, NY, 11804
Plan sponsor’s address 24 KINGSWOOD DRIVE, OLD BETHPAGE, NY, 11804

Number of participants as of the end of the plan year
Active participants 1

Signature of
Role Plan administrator
Date 2015-10-08
Name of individual signing RICHARD ROSA
Valid signature Filed with authorized/valid electronic signature
SRS PLANNING LTD EMPLOYEE PROFIT SHARING PLAN 2013 113615904 2014-10-14 SRS PLANNING LTD 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 5169327757
Plan sponsor’s mailing address 24 KINGSWOOD DRIVE, OLD BETHPAGE, NY, 11804
Plan sponsor’s address 24 KINGSWOOD DRIVE, OLD BETHPAGE, NY, 11804

Number of participants as of the end of the plan year
Active participants 1

Signature of
Role DFE
Date 2014-10-14
Name of individual signing RICHARD ROSA
Valid signature Filed with authorized/valid electronic signature
SRS PLANNING LTD EMPLOYEE PROFIT SHARING PLAN 2012 113615904 2013-08-27 SRS PLANNING LTD 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Plan sponsor’s mailing address 24 KINGSWOOD DRIVE, OLD BETHPAGE, NY, 11804
Plan sponsor’s address 24 KINGSWOOD DRIVE, OLD BETHPAGE, NY, 11804

Number of participants as of the end of the plan year
Active participants 1

Signature of
Role Plan administrator
Date 2013-08-27
Name of individual signing RICHARD ROSA
Valid signature Filed with authorized/valid electronic signature
SRS PLANNING LTD EMPLOYEE PROFIT SHARING PLAN 2011 113615904 2012-09-28 SRS PLANNING LTD 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 5169353434
Plan sponsor’s mailing address 24 KINGSWOOD DRIVE, OLD BETHPAGE, NY, 11804
Plan sponsor’s address 24 KINGSWOOD DRIVE, OLD BETHPAGE, NY, 11804

Plan administrator’s name and address
Administrator’s EIN 113615904
Plan administrator’s name SRS PLANNING LTD
Plan administrator’s address 24 KINGSWOOD DRIVE, OLD BETHPAGE, NY, 11804
Administrator’s telephone number 5169353434

Number of participants as of the end of the plan year
Active participants 1

Signature of
Role Plan administrator
Date 2012-09-28
Name of individual signing RICHARD ROSA
Valid signature Filed with authorized/valid electronic signature
SRS PLANNING LTD EMPLOYEE PROFIT SHARING PLAN 2010 113615904 2011-06-28 SRS PLANNING LTD 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 5169353434
Plan sponsor’s mailing address 24 KINGSWOOD DRIVE, OLD BETHPAGE, NY, 11804
Plan sponsor’s address 24 KINGSWOOD DRIVE, OLD BETHPAGE, NY, 11804

Plan administrator’s name and address
Administrator’s EIN 113615904
Plan administrator’s name SRS PLANNING LTD
Plan administrator’s address 24 KINGSWOOD DRIVE, OLD BETHPAGE, NY, 11804
Administrator’s telephone number 5169353434

Number of participants as of the end of the plan year
Active participants 1

Signature of
Role Plan administrator
Date 2011-06-28
Name of individual signing RICHARD ROSA
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
STEWART ABELOW Chief Executive Officer 68-64 YELLOWSTONE BLVD., STE. A20, FOREST HILLS, NY, United States, 11375

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 67-35 YELLOWSTONE BLVD., SUITE 3T, FOREST HILLS, NY, United States, 11375

Filings

Filing Number Date Filed Type Effective Date
050614002384 2005-06-14 BIENNIAL STATEMENT 2005-04-01
030502002004 2003-05-02 BIENNIAL STATEMENT 2003-04-01
010424000725 2001-04-24 CERTIFICATE OF INCORPORATION 2001-04-24

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2812357206 2020-04-16 0235 PPP 24 KINGSWOOD DR, OLD BETHPAGE, NY, 11804
Loan Status Date 2021-08-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20000
Loan Approval Amount (current) 20000
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 OLD BETHPAGE, NASSAU, NY, 11804-0001
Project Congressional District NY-03
Number of Employees 1
NAICS code 524210
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 20239.56
Forgiveness Paid Date 2021-07-02

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Related by address

No related companies by address

Date of last update: 30 Mar 2025

Sources: New York Secretary of State

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