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CENTER FOR WEALTH PRESERVATION, LLC

Company Details

Name: CENTER FOR WEALTH PRESERVATION, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 01 Feb 2005 (20 years ago)
Entity Number: 3158395
ZIP code: 11791
County: Nassau
Place of Formation: New York
Address: 6800 JERICHO TPKE, STE 202W, SYOSSET, NY, United States, 11791

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 6800 JERICHO TPKE, STE 202W, SYOSSET, NY, United States, 11791

Agent

Name Role Address
GARY RANFTLE CENTER FOR WEALTH PRESERVATION Agent 6800 JERICHO TPKE STE 205W, SYOSSET, NY, 11791

Form 5500 Series

Employer Identification Number (EIN):
201733915
Plan Year:
2023
Number Of Participants:
18
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
18
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
19
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
21
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
22
Sponsors Telephone Number:

History

Start date End date Type Value
2005-02-01 2007-03-06 Address 6800 JERICHO TPKE STE 205W, SYOSSET, NY, 11791, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210216060145 2021-02-16 BIENNIAL STATEMENT 2021-02-01
190208060539 2019-02-08 BIENNIAL STATEMENT 2019-02-01
151216006081 2015-12-16 BIENNIAL STATEMENT 2015-02-01
130215006089 2013-02-15 BIENNIAL STATEMENT 2013-02-01
110223002922 2011-02-23 BIENNIAL STATEMENT 2011-02-01

USAspending Awards / Financial Assistance

Date:
2020-05-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
292632.00
Total Face Value Of Loan:
292632.00
Date:
2020-04-24
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
10000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
292632
Current Approval Amount:
292632
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
296742.5

Date of last update: 29 Mar 2025

Sources: New York Secretary of State