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  5. NEW YORK WEALTH PLANNING GROUP INC.

NEW YORK WEALTH PLANNING GROUP INC.

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Company Details

Name: NEW YORK WEALTH PLANNING GROUP INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 11 Apr 2012 (13 years ago)
Entity Number: 4229567
ZIP code: 11101
County: Nassau
Place of Formation: New York
Address: 27-02 41st Ave, Long Island City, NY, United States, 11101

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Chief Executive Officer

Name Role Address
SALLY MAK Chief Executive Officer 27-02 41ST AVE, LONG ISLAND CITY, NY, United States, 11101

DOS Process Agent

Name Role Address
NEW YORK WEALTH PLANNING INC. DOS Process Agent 27-02 41st Ave, Long Island City, NY, United States, 11101

History

Start date End date Type Value
2025-03-24 2025-03-24 Address 130-30 31ST AVE, SUITE 709, FLUSHING, NY, 11354, USA (Type of address: Chief Executive Officer)
2023-09-14 2025-03-24 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2021-07-26 2023-09-14 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2016-04-04 2025-03-24 Address 130-30 31ST AVE, SUITE 709, FLUSHING, NY, 11354, USA (Type of address: Chief Executive Officer)
2016-04-04 2025-03-24 Address 130-30 31ST AVE, SUITE 709, FLUSHING, NY, 11354, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250324004312 2025-03-24 BIENNIAL STATEMENT 2025-03-24
220413001680 2022-04-13 BIENNIAL STATEMENT 2022-04-01
210802001427 2021-08-02 BIENNIAL STATEMENT 2021-08-02
160404007636 2016-04-04 BIENNIAL STATEMENT 2016-04-01
141216000244 2014-12-16 CERTIFICATE OF AMENDMENT 2014-12-16

USAspending Awards / Financial Assistance

Date:
2021-03-13
Link:
View on USAspending
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:
38467.00
Total Face Value Of Loan:
38467.00
Date:
2020-05-02
Link:
View on USAspending
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:
38737.00
Total Face Value Of Loan:
38737.00

Trademarks Section

Serial Number:
97778292
Mark:
K KIMBER HEALTH BY NYWPG
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2023-02-02
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
K KIMBER HEALTH BY NYWPG
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Health insurance underwriting; Insurance consulting in the field of health insurance; Insurance services, namely, insurance eligibility review and verification and consultation in the healthcare industry; Insurance services, namely, underwriting health insurance; Claims administration services in th...
First Use:
2019-05-01
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
97705414
Mark:
KIMBER HEALTH
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2022-12-06
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
KIMBER HEALTH
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Insurance brokerage services; Insurance agency and brokerage; Accident insurance underwriting; Guarantee assurance underwriting; Health insurance underwriting; Home equity insurance underwriting services; Life insurance brokerage; Life insurance underwriting; Medical insurance underwriting; Medical...
First Use:
2019-05-01
International Classes:
036 - Primary Class
Class Status:
Active
For:
Providing information about legal eligibility requirements for government medical and pharmaceutical programs
First Use:
2019-05-01
International Classes:
045 - Primary Class
Class Status:
Active
Serial Number:
97319665
Mark:
KIMBER
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2022-03-18
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
KIMBER
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Real estate development; Providing information about real estate development via a website
First Use:
2022-03-01
International Classes:
037 - Primary Class
Class Status:
Active
For:
Insurance administration; Insurance agencies; Insurance brokerage services; Insurance consultation; Real estate appraisal; Real estate brokerage; Real estate consultation; Real estate investment services; Real estate management; Real estate management services; Health insurance cooperative services...
First Use:
2022-03-01
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2021-03-12
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
38467
Current Approval Amount:
38467
Race:
Asian
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
38696.33
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
38737
Current Approval Amount:
38737
Race:
Asian
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
39095.53

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Related by address

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Date of last update: 26 Mar 2025

Sources: New York Secretary of State

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