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TOTAL WEALTH PLANNING LLC

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Company Details

Name: TOTAL WEALTH PLANNING LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 11 Jul 2011 (14 years ago)
Entity Number: 4116593
ZIP code: 11788
County: Suffolk
Place of Formation: New York
Address: 140 FELL COURT, SUITE 107, HAUPPAUGE, NY, United States, 11788

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 140 FELL COURT, SUITE 107, HAUPPAUGE, NY, United States, 11788

Form 5500 Series

Employer Identification Number (EIN):
463900721
Plan Year:
2023
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
2
Sponsors Telephone Number:

History

Start date End date Type Value
2014-03-03 2015-12-08 Address 200 MOTOR PARKWAY, SUITE A5, HAUPPAUGE, NY, 11788, USA (Type of address: Service of Process)
2011-07-11 2014-03-03 Address 68 SOUTH SERVICE ROAD STE 100, MELVILLE, NY, 11747, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
190711060249 2019-07-11 BIENNIAL STATEMENT 2019-07-01
170807006778 2017-08-07 BIENNIAL STATEMENT 2017-07-01
151208000420 2015-12-08 CERTIFICATE OF CHANGE 2015-12-08
150706006698 2015-07-06 BIENNIAL STATEMENT 2015-07-01
140303000772 2014-03-03 CERTIFICATE OF CHANGE 2014-03-03

USAspending Awards / Financial Assistance

Date:
2020-05-27
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:
90000.00
Total Face Value Of Loan:
90000.00
Date:
2020-04-28
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:
20833.00
Total Face Value Of Loan:
20833.00
Date:
2020-04-22
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
2000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Paycheck Protection Program

Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
20833
Current Approval Amount:
20833
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
21069.11

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Date of last update: 27 Mar 2025

Sources: New York Secretary of State