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  5. KAPLAN INSURANCE AGENCY INC.

KAPLAN INSURANCE AGENCY INC.

Company Details

Name: KAPLAN INSURANCE AGENCY INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 16 Oct 2002 (23 years ago)
Entity Number: 2822969
ZIP code: 12590
County: Dutchess
Place of Formation: New York
Address: 12 BARRISTERS ROW, WAPPINGERS FALLS, NY, United States, 12590
Principal Address: 16 SURRERY COURT, FISHKILL, NY, United States, 12524

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
KAPLAN INSURANCE AGENCY INC. 401(K) PLAN 2023 421559177 2024-09-26 KAPLAN INSURANCE AGENCY INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 8452973266
Plan sponsor’s address 12 BARRISTER'S ROW, WAPPINGERS FALLS, NY, 12590
KAPLAN INSURANCE AGENCY INC. 401(K) PLAN 2022 421559177 2023-05-25 KAPLAN INSURANCE AGENCY INC. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 8452973266
Plan sponsor’s address 12 BARRISTER'S ROW, WAPPINGERS FALLS, NY, 12590
KAPLAN INSURANCE AGENCY INC. 401(K) PLAN 2021 421559177 2022-05-31 KAPLAN INSURANCE AGENCY INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 8452973266
Plan sponsor’s address 12 BARRISTER'S ROW, WAPPINGERS FALLS, NY, 12590
KAPLAN INSURANCE AGENCY INC. 401(K) PLAN 2020 421559177 2021-04-19 KAPLAN INSURANCE AGENCY INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 8452973266
Plan sponsor’s address 12 BARRISTER'S ROW, WAPPINGERS FALLS, NY, 12590
KAPLAN INSURANCE AGENCY INC. 401(K) PLAN 2019 421559177 2020-06-18 KAPLAN INSURANCE AGENCY INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 8452973266
Plan sponsor’s address 12 BARRISTER'S ROW, WAPPINGERS FALLS, NY, 12590
KAPLAN INSURANCE AGENCY INC. 401(K) PLAN 2018 421559177 2019-05-09 KAPLAN INSURANCE AGENCY INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 8452973266
Plan sponsor’s address 12 BARRISTER'S ROW, WAPPINGERS FALLS, NY, 12590
KAPLAN INSURANCE AGENCY INC. 401(K) PLAN 2017 421559177 2018-08-07 KAPLAN INSURANCE AGENCY INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 8452973266
Plan sponsor’s address 12 BARRISTER'S ROW, WAPPINGERS FALLS, NY, 12590
KAPLAN INSURANCE AGENCY INC. 401(K) PLAN 2016 421559177 2017-06-28 KAPLAN INSURANCE AGENCY INC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 8452973266
Plan sponsor’s address 12 BARRISTER'S ROW, WAPPINGERS FALLS, NY, 12590

DOS Process Agent

Name Role Address
KAPLAN INSURANCE AGENCY INC. DOS Process Agent 12 BARRISTERS ROW, WAPPINGERS FALLS, NY, United States, 12590

Chief Executive Officer

Name Role Address
ALLAN KAPLAN Chief Executive Officer 12 BARRISTERS ROW, WAPPINGERS FALLS, NY, United States, 12590

History

Start date End date Type Value
2008-09-29 2016-10-03 Address 1127 RTE 9, STE 1, WAPPINGERS FALLS, NY, 12590, USA (Type of address: Chief Executive Officer)
2008-09-29 2016-10-03 Address 1127 RTE 9, STE 1, WAPPINGERS FALLS, NY, 12590, USA (Type of address: Service of Process)
2006-09-21 2008-09-29 Address 1315 ROUTE 9, WAPPINGERS FALLS, NY, 12590, USA (Type of address: Chief Executive Officer)
2002-10-16 2008-09-29 Address 1315 ROUTE 9 STE. 206, WAPPINGERS FALLS, NY, 12590, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
161003006948 2016-10-03 BIENNIAL STATEMENT 2016-10-01
121023006159 2012-10-23 BIENNIAL STATEMENT 2012-10-01
101027002524 2010-10-27 BIENNIAL STATEMENT 2010-10-01
080929002508 2008-09-29 BIENNIAL STATEMENT 2008-10-01
060921002745 2006-09-21 BIENNIAL STATEMENT 2006-10-01
021016000033 2002-10-16 CERTIFICATE OF INCORPORATION 2002-10-16

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2037717107 2020-04-10 0202 PPP 12 Barristers Row, WAPPINGERS FALLS, NY, 12590-4988
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) 143100
Loan Approval Amount (current) 143100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 56102
Servicing Lender Name KeyBank National Association
Servicing Lender Address 127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address WAPPINGERS FALLS, DUTCHESS, NY, 12590-4988
Project Congressional District NY-18
Number of Employees 10
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 144531
Forgiveness Paid Date 2021-04-21

Related by officers

No related officers

Related by address

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Date of last update: 30 Mar 2025

Sources: New York Secretary of State

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