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UNITED FINANCIAL PLANNING GROUP LLC

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Company Details

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

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 888 VETERAN MEMORIAL HIGHWAY, SUITE 405, HAUPPAUGE, NY, United States, 11788

Form 5500 Series

Employer Identification Number (EIN):
261490585
Plan Year:
2023
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
0
Sponsors Telephone Number:

History

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)

Filings

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

USAspending Awards / Financial Assistance

Date:
2020-06-20
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
150000.00
Date:
2020-04-16
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:
16200.00
Total Face Value Of Loan:
16200.00

Paycheck Protection Program

Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
16200
Current Approval Amount:
16200
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
16290.9

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Date of last update: 28 Mar 2025

Sources: New York Secretary of State