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  5. PLANNED RESULTS, INC.

PLANNED RESULTS, INC.

Company Details

Name: PLANNED RESULTS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 29 Apr 1975 (50 years ago)
Entity Number: 368541
ZIP code: 13204
County: Madison
Place of Formation: New York
Address: 400 Spencer Street, Syracuse, NY, United States, 13204

Shares Details

Shares issued 20000

Share Par Value 1

Type PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PLANNED RESULTS, INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2023 161055456 2024-08-08 PLANNED RESULTS, INC. 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3154227096
Plan sponsor’s address 400 SPENCER STREET, SYRACUSE, NY, 13204

Signature of
Role Plan administrator
Date 2024-08-08
Name of individual signing KEVIN RILEY
Role Employer/plan sponsor
Date 2024-08-08
Name of individual signing KEVIN RILEY
PLANNED RESULTS, INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2015 161055456 2016-06-15 PLANNED RESULTS, INC. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3154227096
Plan sponsor’s address 231 WALTON STREET, SUITE 102, SYRACUSE, NY, 13202

Signature of
Role Plan administrator
Date 2016-06-14
Name of individual signing KEVIN C RILEY
Role Employer/plan sponsor
Date 2016-06-14
Name of individual signing KEVIN C RILEY
PLANNED RESULTS, INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2014 161055456 2015-06-19 PLANNED RESULTS, INC. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3154227096
Plan sponsor’s address 231 WALTON STREET, SUITE 102, SYRACUSE, NY, 13202

Signature of
Role Plan administrator
Date 2015-06-16
Name of individual signing KEVIN C RILEY
Role Employer/plan sponsor
Date 2015-06-16
Name of individual signing KEVIN C RILEY
PLANNED RESULTS, INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2013 161055456 2014-04-24 PLANNED RESULTS, INC. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3154227096
Plan sponsor’s address 231 WALTON STREET, SUITE 102, SYRACUSE, NY, 13202

Signature of
Role Plan administrator
Date 2014-04-24
Name of individual signing KEVIN C RILEY
Role Employer/plan sponsor
Date 2014-04-24
Name of individual signing KEVIN C RILEY
PLANNED RESULTS, INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2012 161055456 2013-04-30 PLANNED RESULTS, INC. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3154227096
Plan sponsor’s address 231 WALTON STREET, SUITE 102, SYRACUSE, NY, 13202

Signature of
Role Plan administrator
Date 2013-04-25
Name of individual signing KEVIN C RILEY
Role Employer/plan sponsor
Date 2013-04-25
Name of individual signing KEVIN C RILEY
PLANNED RESULTS, INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN 2011 161055456 2012-07-12 PLANNED RESULTS, INC. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3154227096
Plan sponsor’s address 231 WALTON STREET, SUITE 102, SYRACUSE, NY, 13202

Plan administrator’s name and address
Administrator’s EIN 161055456
Plan administrator’s name PLANNED RESULTS, INC.
Plan administrator’s address 231 WALTON STREET, SUITE 102, SYRACUSE, NY, 13202
Administrator’s telephone number 3154227096

Signature of
Role Plan administrator
Date 2012-07-12
Name of individual signing KEVIN RILEY
Role Employer/plan sponsor
Date 2012-07-12
Name of individual signing KEVIN RILEY
PLANNED RESULTS, INC. EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2011 161055456 2012-06-19 PLANNED RESULTS, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 3154227096
Plan sponsor’s address 231 WALTON STREET, SUITE 102, SYRACUSE, NY, 13202

Plan administrator’s name and address
Administrator’s EIN 161055456
Plan administrator’s name PLANNED RESULTS, INC.
Plan administrator’s address 231 WALTON STREET, SUITE 102, SYRACUSE, NY, 13202
Administrator’s telephone number 3154227096

Signature of
Role Plan administrator
Date 2012-06-19
Name of individual signing KEVIN RILEY
Role Employer/plan sponsor
Date 2012-06-19
Name of individual signing KEVIN RILEY
PLANNED RESULTS, INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN 2010 161055456 2011-09-09 PLANNED RESULTS, INC. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3154227096
Plan sponsor’s address 231 WALTON STREET, SUITE 102, SYRACUSE, NY, 13202

Plan administrator’s name and address
Administrator’s EIN 161055456
Plan administrator’s name PLANNED RESULTS, INC.
Plan administrator’s address 231 WALTON STREET, SUITE 102, SYRACUSE, NY, 13202
Administrator’s telephone number 3154227096

Signature of
Role Plan administrator
Date 2011-09-08
Name of individual signing KEVIN RILEY
Role Employer/plan sponsor
Date 2011-09-08
Name of individual signing KEVIN RILEY
PLANNED RESULTS, INC. EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST 2010 161055456 2011-06-14 PLANNED RESULTS, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 3154227096
Plan sponsor’s address 231 WALTON STREET, SUITE 102, SYRACUSE, NY, 13202

Plan administrator’s name and address
Administrator’s EIN 161055456
Plan administrator’s name PLANNED RESULTS, INC.
Plan administrator’s address 231 WALTON STREET, SUITE 102, SYRACUSE, NY, 13202
Administrator’s telephone number 3154227096

Signature of
Role Plan administrator
Date 2011-06-14
Name of individual signing KEVIN C. RILEY
Role Employer/plan sponsor
Date 2011-06-14
Name of individual signing KEVIN C. RILEY
PLANNED RESULTS, INC. EMPLOYEES DEFINED BENEFIT PENSION PLAN 2009 161055456 2010-09-09 PLANNED RESULTS, INC. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3154227096
Plan sponsor’s address 231 WALTON STREET, SUITE 102, SYRACUSE, NY, 13202

Plan administrator’s name and address
Administrator’s EIN 161055456
Plan administrator’s name PLANNED RESULTS, INC.
Plan administrator’s address 231 WALTON STREET, SUITE 102, SYRACUSE, NY, 13202
Administrator’s telephone number 3154227096

Signature of
Role Plan administrator
Date 2010-09-09
Name of individual signing KEVIN RILEY
Role Employer/plan sponsor
Date 2010-09-09
Name of individual signing KEVIN RILEY

DOS Process Agent

Name Role Address
C/O PLANNED RESULTS, INC. DOS Process Agent 400 Spencer Street, Syracuse, NY, United States, 13204

Chief Executive Officer

Name Role Address
KEVIN RILEY Chief Executive Officer 400 SPENCER STREET, SYRACUSE, NY, United States, 13204

History

Start date End date Type Value
1975-04-29 2025-01-14 Shares Share type: PAR VALUE, Number of shares: 20000, Par value: 1
1975-04-29 2025-01-14 Address 109 LENOX AVE., ONEIDA, NY, 13421, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250114001770 2025-01-14 BIENNIAL STATEMENT 2025-01-14
20100621041 2010-06-21 ASSUMED NAME CORP INITIAL FILING 2010-06-21
A230062-6 1975-04-29 CERTIFICATE OF INCORPORATION 1975-04-29

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2429037310 2020-04-29 0248 PPP 400 SPENCER ST, SYRACUSE, NY, 13204
Loan Status Date 2021-06-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 280223
Loan Approval Amount (current) 280223
Undisbursed Amount 0
Franchise Name -
Lender Location ID 49989
Servicing Lender Name NBT Bank, National Association
Servicing Lender Address 52 S Broad St, NORWICH, NY, 13815-1646
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address SYRACUSE, ONONDAGA, NY, 13204-0181
Project Congressional District NY-22
Number of Employees 10
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 49989
Originating Lender Name NBT Bank, National Association
Originating Lender Address NORWICH, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 283148.07
Forgiveness Paid Date 2021-05-21

Related by officers

KEVIN RILEY

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Related by address

No related companies by address

Date of last update: 18 Mar 2025

Sources: New York Secretary of State

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