Search icon

AMERICAN INVESTMENT PLANNERS LLC

Headquarter

Company Details

Name: AMERICAN INVESTMENT PLANNERS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 19 Oct 2010 (14 years ago)
Entity Number: 4008982
ZIP code: 11753
County: Nassau
Place of Formation: New York
Address: 500 North Broadway suite 260, Jericho, NY, United States, 11753

Links between entities

Type Company Name Company Number State
Headquarter of AMERICAN INVESTMENT PLANNERS LLC, FLORIDA M10000004741 FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
AMERICAN INVESTMENT PLANNERS L 401(K) PROFIT SHARING PLAN & TRUST 2021 273739508 2022-03-30 AMERICAN INVESTMENT PLANNERS 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541211
Sponsor’s telephone number 5169325130
Plan sponsor’s address 500 N BROADWAY, STE 260, JERICHO, NY, 117532127

Signature of

Role Plan administrator
Date 2022-03-30
Name of individual signing LEE ROSENBERG
AMERICAN INVESTMENT PLANNERS L 401(K) PROFIT SHARING PLAN & TRUST 2020 273739508 2021-05-06 AMERICAN INVESTMENT PLANNERS 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541211
Sponsor’s telephone number 5169325130
Plan sponsor’s address 500 N BROADWAY, STE 260, JERICHO, NY, 117532127

Signature of

Role Plan administrator
Date 2021-05-06
Name of individual signing LEE ROSENBERG
AMERICAN INVESTMENT PLANNERS, LLC 401K PLAN 2017 273739508 2018-10-12 AMERICAN INVESTMENT PLANNERS, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5169325130
Plan sponsor’s address 500 N. BROADWAY SUITE 260, JERICHO, NY, 11753

Plan administrator’s name and address

Administrator’s EIN 273739508
Plan administrator’s name AMERICAN INVESTMENT PLANNERS, LLC
Plan administrator’s address 500 N. BROADWAY SUITE 260, JERICHO, NY, 11753
Administrator’s telephone number 5169325130
AMERICAN INVESTMENT PLANNERS, LLC 401K PLAN 2016 273739508 2017-10-11 AMERICAN INVESTMENT PLANNERS, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5169325130
Plan sponsor’s address 500 N. BROADWAY SUITE 260, JERICHO, NY, 11753

Plan administrator’s name and address

Administrator’s EIN 273739508
Plan administrator’s name AMERICAN INVESTMENT PLANNERS, LLC
Plan administrator’s address 500 N. BROADWAY SUITE 260, JERICHO, NY, 11753
Administrator’s telephone number 5169325130
AMERICAN INVESTMENT PLANNERS, LLC 401K PLAN 2015 273739508 2016-10-14 AMERICAN INVESTMENT PLANNERS, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5169325130
Plan sponsor’s address 500 N. BROADWAY SUITE 260, JERICHO, NY, 11753

Plan administrator’s name and address

Administrator’s EIN 273739508
Plan administrator’s name AMERICAN INVESTMENT PLANNERS, LLC
Plan administrator’s address 500 N. BROADWAY SUITE 260, JERICHO, NY, 11753
Administrator’s telephone number 5169325130
AMERICAN INVESTMENT PLANNERS, LLC 401K PLAN 2014 273739508 2015-10-12 AMERICAN INVESTMENT PLANNERS, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5169325130
Plan sponsor’s address 500 N. BROADWAY SUITE 260, JERICHO, NY, 11753

Plan administrator’s name and address

Administrator’s EIN 273739508
Plan administrator’s name AMERICAN INVESTMENT PLANNERS, LLC
Plan administrator’s address 500 N. BROADWAY SUITE 260, JERICHO, NY, 11753
Administrator’s telephone number 5169325130

Signature of

Role Plan administrator
Date 2015-10-12
Name of individual signing LEE ROSENBERG
AMERICAN INVESTMENT PLANNERS, LLC 401K PLAN 2013 273739508 2014-10-07 AMERICAN INVESTMENT PLANNERS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5169325130
Plan sponsor’s address 500 N. BROADWAY SUITE 260, JERICHO, NY, 11753

Plan administrator’s name and address

Administrator’s EIN 273739508
Plan administrator’s name AMERICAN INVESTMENT PLANNERS, LLC
Plan administrator’s address 500 N. BROADWAY SUITE 260, JERICHO, NY, 11753
Administrator’s telephone number 5169325130

Signature of

Role Plan administrator
Date 2014-10-07
Name of individual signing LEE ROSENBERG
AMERICAN INVESTMENT PLANNERS, LLC 401K PLAN 2012 273739508 2013-10-14 AMERICAN INVESTMENT PLANNERS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5169325130
Plan sponsor’s address 500 N. BROADWAY SUITE 260, JERICHO, NY, 11753

Plan administrator’s name and address

Administrator’s EIN 273739508
Plan administrator’s name AMERICAN INVESTMENT PLANNERS, LLC
Plan administrator’s address 500 N. BROADWAY SUITE 260, JERICHO, NY, 11753
Administrator’s telephone number 5169325130

Signature of

Role Plan administrator
Date 2013-10-14
Name of individual signing LEE ROSENBERG
AMERICAN INVESTMENT PLANNERS, LLC 401K PLAN 2011 273739508 2012-10-11 AMERICAN INVESTMENT PLANNERS, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5169325130
Plan sponsor’s address 500 N. BROADWAY SUITE 260, JERICHO, NY, 11753

Plan administrator’s name and address

Administrator’s EIN 273739508
Plan administrator’s name AMERICAN INVESTMENT PLANNERS, LLC
Plan administrator’s address 500 N. BROADWAY SUITE 260, JERICHO, NY, 11753
Administrator’s telephone number 5169325130

Signature of

Role Plan administrator
Date 2012-10-11
Name of individual signing LEE ROSENBERG
AMERICAN INVESTMENT PLANNERS, LLC 401K PLAN 2011 273739508 2012-10-11 AMERICAN INVESTMENT PLANNERS, LLC 0
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 5169325130
Plan sponsor’s address 500 N. BROADWAY SUITE 260, JERICHO, NY, 11753

Plan administrator’s name and address

Administrator’s EIN 273739508
Plan administrator’s name AMERICAN INVESTMENT PLANNERS, LLC
Plan administrator’s address 500 N. BROADWAY SUITE 260, JERICHO, NY, 11753
Administrator’s telephone number 5169325130

Signature of

Role Plan administrator
Date 2012-10-11
Name of individual signing LEE ROSENBERG

DOS Process Agent

Name Role Address
LEE ROSENBERG DOS Process Agent 500 North Broadway suite 260, Jericho, NY, United States, 11753

History

Start date End date Type Value
2023-03-27 2024-10-02 Address 500 North Broadway suite 260, Jericho, NY, 11553, USA (Type of address: Service of Process)
2010-10-19 2023-03-27 Address 50 CHARLES LINDBERGH BOULEVARD, SUITE 505, UNIONDALE, NY, 11553, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
241002000779 2024-10-02 BIENNIAL STATEMENT 2024-10-02
230327002826 2023-03-27 BIENNIAL STATEMENT 2022-10-01
220905000024 2022-09-05 BIENNIAL STATEMENT 2020-10-01
161004006855 2016-10-04 BIENNIAL STATEMENT 2016-10-01
141003006652 2014-10-03 BIENNIAL STATEMENT 2014-10-01
121005006774 2012-10-05 BIENNIAL STATEMENT 2012-10-01
110224000943 2011-02-24 CERTIFICATE OF PUBLICATION 2011-02-24
101019000844 2010-10-19 ARTICLES OF ORGANIZATION 2010-10-19

Date of last update: 16 Jan 2025

Sources: New York Secretary of State