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  5. CF ADVISORY SERVICES, LLC

CF ADVISORY SERVICES, LLC

Company Details

Name: CF ADVISORY SERVICES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 02 Jul 2010 (15 years ago)
Entity Number: 3969127
ZIP code: 11739
County: Suffolk
Place of Formation: New York
Address: 3500 SUNRISE HIGHWAY, STE 2001, D-104, GREAT RIVER, NY, United States, 11739

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COMPREHENSIVE FINANCIAL 401(K) PLAN 2023 273071954 2024-09-26 CF ADVISORY SERVICES LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 812990
Sponsor’s telephone number 6319528600
Plan sponsor’s address 86 CARLETON AVENUE, EAST ISLIP, NY, 11730

Signature of
Role Plan administrator
Date 2024-09-26
Name of individual signing ELLEN LOZINSKI
Valid signature Filed with authorized/valid electronic signature
COMPREHENSIVE FINANCIAL 401(K) PLAN 2022 273071954 2023-09-12 CF ADVISORY SERVICES LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 812990
Sponsor’s telephone number 6319528600
Plan sponsor’s address 86 CARLETON AVENUE, EAST ISLIP, NY, 11730

Signature of
Role Plan administrator
Date 2023-09-12
Name of individual signing ELLEN LOZINSKI
COMPREHENSIVE FINANCIAL 401(K) PLAN 2021 273071954 2022-10-12 CF ADVISORY SERVICES LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 812990
Sponsor’s telephone number 6319528600
Plan sponsor’s address 86 CARLETON AVENUE, EAST ISLIP, NY, 11730

Signature of
Role Plan administrator
Date 2022-10-12
Name of individual signing ELLEN LOZINSKI
COMPREHENSIVE FINANCIAL 401(K) PLAN 2020 273071954 2021-09-27 CF ADVISORY SERVICES LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 812990
Sponsor’s telephone number 6319528600
Plan sponsor’s address 86 CARLETON AVENUE, EAST ISLIP, NY, 11730

Signature of
Role Plan administrator
Date 2021-09-27
Name of individual signing ELLEN LOZINSKI
COMPREHENSIVE FINANCIAL 401(K) PLAN 2019 273071954 2020-08-11 CF ADVISORY SERVICES LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 812990
Sponsor’s telephone number 6319528600
Plan sponsor’s address 86 CARLETON AVENUE, EAST ISLIP, NY, 11730

Signature of
Role Plan administrator
Date 2020-08-11
Name of individual signing STANLEY LOZINSKI
COMPREHENSIVE FINANCIAL 401(K) PLAN 2018 273071954 2019-09-25 CF ADVISORY SERVICES LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 812990
Sponsor’s telephone number 6319528600
Plan sponsor’s address 86 CARLETON AVENUE, EAST ISLIP, NY, 11730

Signature of
Role Plan administrator
Date 2019-09-25
Name of individual signing STANLEY LOZINSKI
COMPREHENSIVE FINANCIAL 401(K) PLAN 2017 273071954 2018-10-11 CF ADVISORY SERVICES LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 812990
Sponsor’s telephone number 6319528600
Plan sponsor’s address 86 CARLETON AVENUE, EAST ISLIP, NY, 11739

Signature of
Role Plan administrator
Date 2018-10-11
Name of individual signing STANLEY LOZINSKI
COMPREHENSIVE FINANCIAL 401(K) PLAN 2016 273071954 2017-08-28 CF ADVISORY SERVICES LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 812990
Sponsor’s telephone number 6319528600
Plan sponsor’s DBA name COMPREHENSIVE FINANCIAL
Plan sponsor’s address 86 CARLETON AVENUE, EAST ISLIP, NY, 11739

Plan administrator’s name and address
Administrator’s EIN 273071954
Plan administrator’s name CF ADVISORY SERVICES LLC
Plan administrator’s address 86 CARLETON AVENUE, EAST ISLIP, NY, 11739
Administrator’s telephone number 6319528600

Signature of
Role Plan administrator
Date 2017-08-28
Name of individual signing STANLEY LOZINSKI
COMPREHENSIVE FINANCIAL 401(K) PLAN 2015 273071954 2016-07-31 CF ADVISORY SERVICES LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 812990
Sponsor’s telephone number 6319528600
Plan sponsor’s DBA name COMPREHENSIVE FINANCIAL
Plan sponsor’s address 86 CARLETON AVENUE, EAST ISLIP, NY, 11739

Plan administrator’s name and address
Administrator’s EIN 273071954
Plan administrator’s name CF ADVISORY SERVICES LLC
Plan administrator’s address 86 CARLETON AVENUE, EAST ISLIP, NY, 11739
Administrator’s telephone number 6319528600

Signature of
Role Plan administrator
Date 2016-07-31
Name of individual signing STANLEY LOZINSKI
COMPREHENSIVE FINANCIAL 401(K) PLAN 2014 273071954 2015-10-07 CF ADVISORY SERVICES LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 812990
Sponsor’s telephone number 6319528600
Plan sponsor’s DBA name COMPREHENSIVE FINANCIAL
Plan sponsor’s address 86 CARLETON AVENUE, EAST ISLIP, NY, 11739

Plan administrator’s name and address
Administrator’s EIN 273071954
Plan administrator’s name CF ADVISORY SERVICES LLC
Plan administrator’s address 86 CARLETON AVENUE, EAST ISLIP, NY, 11739
Administrator’s telephone number 6319528600

Signature of
Role Plan administrator
Date 2015-10-07
Name of individual signing STANLEY LOZINSKI

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 3500 SUNRISE HIGHWAY, STE 2001, D-104, GREAT RIVER, NY, United States, 11739

Filings

Filing Number Date Filed Type Effective Date
120705006279 2012-07-05 BIENNIAL STATEMENT 2012-07-01
110308001040 2011-03-08 CERTIFICATE OF PUBLICATION 2011-03-08
100702000274 2010-07-02 ARTICLES OF ORGANIZATION 2010-07-02

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5943457706 2020-05-01 0235 PPP 86 CARLETON AVE, EAST ISLIP, NY, 11730-2110
Loan Status Date 2021-06-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 56847
Loan Approval Amount (current) 56847
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address EAST ISLIP, SUFFOLK, NY, 11730-2110
Project Congressional District NY-02
Number of Employees 5
NAICS code -
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 57427.93
Forgiveness Paid Date 2021-05-13

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Date of last update: 27 Mar 2025

Sources: New York Secretary of State

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