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  5. THE ANGELO PLANNING GROUP, LLC

THE ANGELO PLANNING GROUP, LLC

Company Details

Name: THE ANGELO PLANNING GROUP, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 06 May 2004 (21 years ago)
Entity Number: 3050263
ZIP code: 14623
County: Monroe
Place of Formation: New York
Address: 2590 BRIGHTON HENRIETTA TL.RD, ROCHESTER, NY, United States, 14623

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ANGELO PLANNING GROUP, LLC CASH BALANCE PLAN 2023 202037995 2024-07-29 ANGELO PLANNING GROUP, LLC 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5855686933
Plan sponsor’s address 2590 BRIGHTON-HENRIETTA TOWN LINE R, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2024-07-29
Name of individual signing RALPH ANGELO
ANGELO PLANNING GROUP, LLC 401(K) PLAN 2023 202037995 2024-09-30 ANGELO PLANNING GROUP, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5855686933
Plan sponsor’s address 2590 BRIGHTON-HENRIETTA TOWN LINE R, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2024-09-30
Name of individual signing RALPH ANGELO
Valid signature Filed with authorized/valid electronic signature
ANGELO PLANNING GROUP, LLC 401(K) PLAN 2022 202037995 2023-07-31 ANGELO PLANNING GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5855686933
Plan sponsor’s address 2590 BRIGHTON-HENRIETTA TOWN LINE R, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2023-07-31
Name of individual signing RALPH ANGELO
ANGELO PLANNING GROUP, LLC CASH BALANCE PLAN 2022 202037995 2023-07-31 ANGELO PLANNING GROUP, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5855686933
Plan sponsor’s address 2590 BRIGHTON-HENRIETTA TOWN LINE R, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2023-07-31
Name of individual signing RALPH ANGELO
ANGELO PLANNING GROUP, LLC CASH BALANCE PLAN 2021 202037995 2022-07-26 ANGELO PLANNING GROUP, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5855686933
Plan sponsor’s address 2590 BRIGHTON-HENRIETTA TOWN LINE R, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2022-07-26
Name of individual signing RALPH ANGELO
ANGELO PLANNING GROUP, LLC 401(K) PLAN 2021 202037995 2022-09-30 ANGELO PLANNING GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5855686933
Plan sponsor’s address 2590 BRIGHTON-HENRIETTA TOWN LINE R, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2022-09-30
Name of individual signing RALPH ANGELO
ANGELO PLANNING GROUP, LLC 401(K) PLAN 2020 202037995 2021-06-01 ANGELO PLANNING GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5855686933
Plan sponsor’s address 2590 BRIGHTON-HENRIETTA TOWN LINE R, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2021-06-01
Name of individual signing RALPH ANGELO
ANGELO PLANNING GROUP, LLC CASH BALANCE PLAN 2020 202037995 2021-07-19 ANGELO PLANNING GROUP, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5855686933
Plan sponsor’s address 2590 BRIGHTON-HENRIETTA TOWN LINE R, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2021-07-19
Name of individual signing RALPH ANGELO
ANGELO PLANNING GROUP, LLC CASH BALANCE PLAN 2019 202037995 2020-07-17 ANGELO PLANNING GROUP, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5855686933
Plan sponsor’s address 2590 BRIGHTON-HENRIETTA TOWN LINE R, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2020-07-17
Name of individual signing RALPH ANGELO
ANGELO PLANNING GROUP, LLC 401(K) PLAN 2019 202037995 2020-10-12 ANGELO PLANNING GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 5855686933
Plan sponsor’s address 2590 BRIGHTON-HENRIETTA TOWN LINE R, ROCHESTER, NY, 14623

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing RALPH ANGELO

DOS Process Agent

Name Role Address
ANGELO PLANNING GROUP DOS Process Agent 2590 BRIGHTON HENRIETTA TL.RD, ROCHESTER, NY, United States, 14623

History

Start date End date Type Value
2004-05-06 2015-08-19 Address 175 CORPORATE WOODS, SUITE 250, ROCHESTER, NY, 14623, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
220510000516 2022-05-10 BIENNIAL STATEMENT 2022-05-01
211013000957 2021-10-13 BIENNIAL STATEMENT 2021-10-13
150819002016 2015-08-19 BIENNIAL STATEMENT 2014-05-01
100519003087 2010-05-19 BIENNIAL STATEMENT 2010-05-01
080514002346 2008-05-14 BIENNIAL STATEMENT 2008-05-01
060421002530 2006-04-21 BIENNIAL STATEMENT 2006-05-01
040709000323 2004-07-09 AFFIDAVIT OF PUBLICATION 2004-07-09
040709000317 2004-07-09 AFFIDAVIT OF PUBLICATION 2004-07-09
040506000922 2004-05-06 ARTICLES OF ORGANIZATION 2004-05-06

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6961637405 2020-05-15 0219 PPP 2590 Brighton Henrietta Town Line Rd, Rochester, NY, 14623
Loan Status Date 2022-03-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20833
Loan Approval Amount (current) 20833
Undisbursed Amount 0
Franchise Name -
Lender Location ID 456756
Servicing Lender Name Cross River Bank
Servicing Lender Address 885 Teaneck Rd, TEANECK, NJ, 07666-4546
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Rochester, MONROE, NY, 14623-1001
Project Congressional District NY-25
Number of Employees 1
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Self-Employed Individuals
Originating Lender ID 529113
Originating Lender Name Kabbage, Inc.
Originating Lender Address Atlanta, GA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 20965.42
Forgiveness Paid Date 2021-01-08
5041257107 2020-04-13 0219 PPP 2590 Brighton Henrietta Townline Road, Rochester, NY, 14623
Loan Status Date 2021-06-05
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 69300
Loan Approval Amount (current) 69300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 455644
Servicing Lender Name Live Oak Banking Company
Servicing Lender Address 1741 Tiburon Dr, WILMINGTON, NC, 28403-6244
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Rochester, MONROE, NY, 14623-1001
Project Congressional District NY-25
Number of Employees 8
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 455644
Originating Lender Name Live Oak Banking Company
Originating Lender Address WILMINGTON, NC
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 70038.57
Forgiveness Paid Date 2021-05-17

Related by officers

No related officers

Related by address

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Date of last update: 29 Mar 2025

Sources: New York Secretary of State

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