FINANCIAL PLANNING ASSOCIATES, LLC

Company Details

Name:	FINANCIAL PLANNING ASSOCIATES, LLC
Jurisdiction:	New York
Legal type:	DOMESTIC LIMITED LIABILITY COMPANY
Status:	Active
Date of registration:	27 Dec 2011 (13 years ago)
Entity Number:	4181216
ZIP code:	10603
County:	Westchester
Place of Formation:	New York
Address:	ATTN: TONY TADDEO, 399 KNOLLWOOD ROAD, SUITE 113, WHITE PLAINS, NY, United States, 10603

Name	Role	Address
FINANCIAL PLANNING ASSOCIATES, LLC	DOS Process Agent	ATTN: TONY TADDEO, 399 KNOLLWOOD ROAD, SUITE 113, WHITE PLAINS, NY, United States, 10603

Start date	End date	Type	Value
2013-12-30	2015-12-02	Address	ATTN: TONY TADDEO, 399 KNOLLWOOD ROAD, SUITE 113, WHITE PLAINS, NY, 10604, USA (Type of address: Service of Process)
2011-12-27	2013-12-30	Address	ATTN: TONY TADDEO, 141 TOMPKINS AVENUE, 3RD FLOOR, PLEASANTVILLE, NY, 10570, USA (Type of address: Service of Process)

Filing Number	Date Filed	Type	Effective Date
191203060999	2019-12-03	BIENNIAL STATEMENT	2019-12-01
171204007238	2017-12-04	BIENNIAL STATEMENT	2017-12-01
151202006338	2015-12-02	BIENNIAL STATEMENT	2015-12-01
131230006156	2013-12-30	BIENNIAL STATEMENT	2013-12-01
111227001017	2011-12-27	ARTICLES OF ORGANIZATION	2011-12-27

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

2321207300

2020-04-29

0202

PPP

399 Knollwood Road, White Plains, NY, 10603

Loan Status Date	2021-04-22
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	125000
Loan Approval Amount (current)	125000
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	White Plains, WESTCHESTER, NY, 10603-0001
Project Congressional District	NY-16
Number of Employees	2
NAICS code	541219
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Limited Liability Company(LLC)
Originating Lender ID	29805
Originating Lender Name	TD Bank, National Association
Originating Lender Address	WILMINGTON, DE
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	126114.58
Forgiveness Paid Date	2021-03-18

Date of last update: 26 Mar 2025