| 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 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TWP 401K PROFIT SHARING PLAN | 2023 | 463900721 | 2024-07-23 | TOTAL WEALTH PLANNING, LLC | 2 | |||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-07-23 |
| Name of individual signing | DOMINIC PRIVITERA |
| Role | Employer/plan sponsor |
| Date | 2024-07-23 |
| Name of individual signing | DOMINIC PRIVITERA |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 6318131138 |
| Plan sponsor’s address | 140 FELL COURT, SUITE 107, HAUPPAUGE, NY, 11788 |
Signature of
| Role | Plan administrator |
| Date | 2023-09-13 |
| Name of individual signing | DOMINIC PRIVITERA |
| Role | Employer/plan sponsor |
| Date | 2023-09-13 |
| Name of individual signing | DOMINIC PRIVITERA |
| Name | Role | Address |
|---|---|---|
| THE LLC | DOS Process Agent | 140 FELL COURT, SUITE 107, HAUPPAUGE, NY, United States, 11788 |
| 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) |
| 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 |
| 131018006200 | 2013-10-18 | BIENNIAL STATEMENT | 2013-07-01 |
| 120106001045 | 2012-01-06 | CERTIFICATE OF PUBLICATION | 2012-01-06 |
| 110711000372 | 2011-07-11 | ARTICLES OF ORGANIZATION | 2011-07-11 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 7485067207 | 2020-04-28 | 0235 | PPP | 140 Fell Court, Suite 107, Hauppauge, NY, 11788 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 27 Mar 2025
Sources: New York Secretary of State
