| Name: | UNITED FINANCIAL PLANNING GROUP LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 21 Sep 2007 (18 years ago) |
| Entity Number: | 3571309 |
| ZIP code: | 11788 |
| County: | Suffolk |
| Place of Formation: | New York |
| Address: | 888 VETERAN MEMORIAL HIGHWAY, SUITE 405, HAUPPAUGE, NY, United States, 11788 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UNITED FINANCIAL PLANNING GROUP 401(K) PLAN | 2023 | 261490585 | 2024-05-14 | UNITED FINANCIAL PLANNING GROUP LLC | 4 | |||||||||||||||||||||||||||||
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| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-14 |
| Name of individual signing | QIAN LIU |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 6312340871 |
| Plan sponsor’s address | 350 MOTOR PARKWAY, SUITE 300, HAUPPAUGE, NY, 11788 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-27 |
| Name of individual signing | CHRISTINE RIMER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 6312340871 |
| Plan sponsor’s address | 350 MOTOR PARKWAY, SUITE 300, HAUPPAUGE, NY, 11788 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-02 |
| Name of individual signing | CHRISTINE RIMER |
| Name | Role | Address |
|---|---|---|
| THE LLC | DOS Process Agent | 888 VETERAN MEMORIAL HIGHWAY, SUITE 405, HAUPPAUGE, NY, United States, 11788 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2009-09-30 | 2011-11-08 | Address | 888 VETERAN MEMORIAL HIGHWAY, SUITE 530, HAUPPAUGE, NY, 11788, USA (Type of address: Service of Process) |
| 2007-09-21 | 2009-09-30 | Address | 888 VETERAN MEMORIAL HIGHWAY, SUITE 515, HAUPPAUGE, NY, 11788, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 130917002158 | 2013-09-17 | BIENNIAL STATEMENT | 2013-09-01 |
| 111108002656 | 2011-11-08 | BIENNIAL STATEMENT | 2011-09-01 |
| 090930002137 | 2009-09-30 | BIENNIAL STATEMENT | 2009-09-01 |
| 080327001018 | 2008-03-27 | CERTIFICATE OF PUBLICATION | 2008-03-27 |
| 070921000948 | 2007-09-21 | ARTICLES OF ORGANIZATION | 2007-09-21 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1727587206 | 2020-04-15 | 0235 | PPP | 888 VETS HWY STE 405, HAUPPAUGE, NY, 11788-0001 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 28 Mar 2025
Sources: New York Secretary of State
