SBZ PLANNING ASSOCIATES, INC.

Company Details

Name:	SBZ PLANNING ASSOCIATES, INC.
Jurisdiction:	New York
Legal type:	DOMESTIC BUSINESS CORPORATION
Status:	Active
Date of registration:	06 Jan 2009 (16 years ago)
Entity Number:	3759519
ZIP code:	11747
County:	Suffolk
Place of Formation:	New York
Address:	17 fleetwood avenue, MELVILLE, NY, United States, 11747
Principal Address:	17 Fleetwood Avenue, Melville, NY, United States, 11747

Shares Details

Shares issued 2000

Share Par Value 0.01

Type PAR VALUE

Name	Role	Address
SCOTT ZUCKERMAN	Agent	17 fleetwood ave, MELVILLE, NY, 11747

Name	Role	Address
SBZ PLANNING ASSOCIATES, INC.	DOS Process Agent	17 fleetwood avenue, MELVILLE, NY, United States, 11747

Name	Role	Address
SCOTT ZUCKERMAN	Chief Executive Officer	17 FLEETWOOD AVENUE, MELVILLE, NY, United States, 11747

Start date	End date	Type	Value
2025-01-07	2025-01-07	Address	17 FLEETWOOD AVENUE, MELVILLE, NY, 11747, USA (Type of address: Chief Executive Officer)
2025-01-07	2025-01-07	Address	64 WEXFORD LANE, OCEANSIDE, NY, 11572, USA (Type of address: Chief Executive Officer)
2023-03-28	2023-03-28	Address	64 WEXFORD LANE, OCEANSIDE, NY, 11572, USA (Type of address: Chief Executive Officer)
2023-03-28	2025-01-07	Address	17 FLEETWOOD AVENUE, MELVILLE, NY, 11747, USA (Type of address: Chief Executive Officer)
2023-03-28	2025-01-07	Address	17 fleetwood ave, MELVILLE, NY, 11747, USA (Type of address: Registered Agent)
2023-03-28	2023-03-28	Address	17 FLEETWOOD AVENUE, MELVILLE, NY, 11747, USA (Type of address: Chief Executive Officer)
2023-03-28	2025-01-07	Address	17 fleetwood avenue, MELVILLE, NY, 11747, USA (Type of address: Service of Process)
2022-05-06	2025-01-07	Shares	Share type: PAR VALUE, Number of shares: 2000, Par value: 0.01
2011-01-13	2023-03-28	Address	64 WEXFORD LANE, OCEANSIDE, NY, 11572, USA (Type of address: Chief Executive Officer)
2009-01-06	2022-05-06	Shares	Share type: PAR VALUE, Number of shares: 2000, Par value: 0.01
2009-01-06	2023-03-28	Address	64 WEXFORD LANE, OCEANSIDE, NY, 11572, USA (Type of address: Service of Process)
2009-01-06	2023-03-28	Address	64 WEXFORD LANE, OCEANSIDE, NY, 11572, USA (Type of address: Registered Agent)

Filing Number	Date Filed	Type	Effective Date
250107000495	2025-01-07	BIENNIAL STATEMENT	2025-01-07
230104003770	2023-01-04	BIENNIAL STATEMENT	2023-01-01
230328000444	2022-05-06	CERTIFICATE OF CHANGE BY ENTITY	2022-05-06
220307000472	2022-03-07	BIENNIAL STATEMENT	2021-01-01
110113002898	2011-01-13	BIENNIAL STATEMENT	2011-01-01
090106000571	2009-01-06	CERTIFICATE OF INCORPORATION	2009-01-06

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

7860868308

2021-01-28

0235

PPS

1 Huntington Quad Ste 2C10, Melville, NY, 11747-4425

Loan Status Date	2021-12-21
Loan Status	Paid in Full
Loan Maturity in Months	60
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	40017
Loan Approval Amount (current)	40017
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	29805
Servicing Lender Name	TD Bank, National Association
Servicing Lender Address	2035 Limestone Rd, WILMINGTON, DE, 19808-5529
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	Melville, SUFFOLK, NY, 11747-4425
Project Congressional District	NY-01
Number of Employees	2
NAICS code	523930
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Corporation
Originating Lender ID	29805
Originating Lender Name	TD Bank, National Association
Originating Lender Address	WILMINGTON, DE
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	40327.13
Forgiveness Paid Date	2021-11-10

9028427005

2020-04-09

0235

PPP

1 HUNTINGTON QUAD, MELVILLE, NY, 11747-3819

Loan Status Date	2021-03-20
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	39605
Loan Approval Amount (current)	39605
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	29805
Servicing Lender Name	TD Bank, National Association
Servicing Lender Address	2035 Limestone Rd, WILMINGTON, DE, 19808-5529
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	MELVILLE, SUFFOLK, NY, 11747-3819
Project Congressional District	NY-01
Number of Employees	2
NAICS code	523930
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Corporation
Originating Lender ID	29805
Originating Lender Name	TD Bank, National Association
Originating Lender Address	WILMINGTON, DE
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	39887.26
Forgiveness Paid Date	2021-02-16

Date of last update: 27 Mar 2025