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  5. HIGHLAND PLANNING LLC

HIGHLAND PLANNING LLC

Headquarter

Company Details

Name: HIGHLAND PLANNING LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 09 Aug 2012 (13 years ago)
Entity Number: 4281620
ZIP code: 14620
County: Monroe
Place of Formation: New York
Address: 17 MULBERRY STREET, ROCHESTER, NY, United States, 14620

Links between entities

Type Company Name Company Number State
Headquarter of HIGHLAND PLANNING LLC, RHODE ISLAND 001763657 RHODE ISLAND

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HIGHLAND PLANNING, LLC 401(K) PLAN 2023 460901934 2024-06-11 HIGHLAND PLANNING, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-05-15
Business code 541600
Sponsor’s telephone number 5853151834
Plan sponsor’s address 820 S. CLINTON, ROCHESTER, NY, 14620

Signature of
Role Plan administrator
Date 2024-06-11
Name of individual signing TANYA ZWAHLEN
HIGHLAND PLANNING, LLC 401(K) PLAN 2022 460901934 2023-07-24 HIGHLAND PLANNING, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-05-15
Business code 541600
Sponsor’s telephone number 5853151834
Plan sponsor’s address 820 S. CLINTON, ROCHESTER, NY, 14620

Signature of
Role Plan administrator
Date 2023-07-24
Name of individual signing TANYA ZWAHLEN
HIGHLAND PLANNING, LLC 401(K) PLAN 2021 460901934 2022-07-25 HIGHLAND PLANNING, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-05-15
Business code 541600
Sponsor’s telephone number 5853151834
Plan sponsor’s address 820 S. CLINTON, ROCHESTER, NY, 14620

Signature of
Role Plan administrator
Date 2022-07-25
Name of individual signing TANYA ZWAHLEN
HIGHLAND PLANNING, LLC 401(K) PLAN 2020 040901934 2021-04-15 HIGHLAND PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-05-15
Business code 541600
Sponsor’s telephone number 5853151834
Plan sponsor’s address 820 S. CLINTON, ROCHESTER, NY, 14620

Signature of
Role Plan administrator
Date 2021-04-15
Name of individual signing TANYA ZWAHLEN
HIGHLAND PLANNING, LLC 401(K) PLAN 2019 040901934 2020-05-04 HIGHLAND PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-05-15
Business code 541600
Sponsor’s telephone number 5853151834
Plan sponsor’s address 820 S. CLINTON, ROCHESTER, NY, 14620

Signature of
Role Plan administrator
Date 2020-05-04
Name of individual signing TANYA ZWAHLEN
HIGHLAND PLANNING, LLC 401(K) PLAN 2018 040901934 2019-04-05 HIGHLAND PLANNING, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-05-15
Business code 541600
Sponsor’s telephone number 5853151834
Plan sponsor’s address 820 S. CLINTON, ROCHESTER, NY, 14620

Signature of
Role Plan administrator
Date 2019-04-05
Name of individual signing TANYA ZWAHLEN
HIGHLAND PLANNING, LLC 401(K) PLAN 2017 040901934 2018-04-19 HIGHLAND PLANNING, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-05-15
Business code 541600
Sponsor’s telephone number 5853151834
Plan sponsor’s address 820 S. CLINTON, ROCHESTER, NY, 14620

Signature of
Role Plan administrator
Date 2018-04-19
Name of individual signing TANYA ZWAHLEN

DOS Process Agent

Name Role Address
HIGHLAND PLANNING LLC DOS Process Agent 17 MULBERRY STREET, ROCHESTER, NY, United States, 14620

History

Start date End date Type Value
2023-10-11 2024-08-06 Address 17 MULBERRY STREET, ROCHESTER, NY, 14620, USA (Type of address: Service of Process)
2012-08-09 2023-10-11 Address 17 MULBERRY STREET, ROCHESTER, NY, 14620, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240806002659 2024-08-06 BIENNIAL STATEMENT 2024-08-06
231011000599 2023-10-11 BIENNIAL STATEMENT 2022-08-01
211219000094 2021-12-19 BIENNIAL STATEMENT 2021-12-19
180418006298 2018-04-18 BIENNIAL STATEMENT 2016-08-01
121030001355 2012-10-30 CERTIFICATE OF PUBLICATION 2012-10-30
120809000832 2012-08-09 ARTICLES OF ORGANIZATION 2012-08-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9197287208 2020-04-28 0219 PPP 820 South Clinton Avenue #3, Rochester, NY, 14620
Loan Status Date 2021-04-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 58300
Loan Approval Amount (current) 58300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46391
Servicing Lender Name Manufacturers and Traders Trust Company
Servicing Lender Address One M & T Plaza, 15th Fl, BUFFALO, NY, 14203
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Rochester, MONROE, NY, 14620-1000
Project Congressional District NY-25
Number of Employees 4
NAICS code 541320
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 46391
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address BUFFALO, NY
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 58807.93
Forgiveness Paid Date 2021-03-22

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P3335048 HIGHLAND PLANNING LLC - DDSDA8PKTFQ1 820 CLINTON AVE S STE 3, ROCHESTER, NY, 14620-1461
Capabilities Statement Link -
Phone Number 585-358-6798
Fax Number -
E-mail Address elaine@highland-planning.com
WWW Page highland-planning.com
E-Commerce Website -
Contact Person ELAINE CAMACHO
County Code (3 digit) 055
Congressional District 25
Metropolitan Statistical Area 6840
CAGE Code 07N73
Year Established 2007
Accepts Government Credit Card No
Legal Structure LLC
Ownership and Self-Certifications Self-Certified Small Disadvantaged Business, Women-Owned Small Business, Woman Owned
Business Development Servicing Office BUFFALO DISTRICT OFFICE (SBA office code 0296)
Capabilities Narrative (none given)
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords (none given)
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

SBA Federal Certifications
HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels
Description Construction Bonding Level (per contract)
Level (none given)
Description Construction Bonding Level (aggregate)
Level (none given)
Description Service Bonding Level (per contract)
Level (none given)
Description Service Bonding Level (aggregate)
Level (none given)

NAICS Codes with Size Determinations by NAICS
Primary Yes
Code 541618
NAICS Code's Description Other Management Consulting Services
Buy Green Yes
Code 541320
NAICS Code's Description Landscape Architectural Services
Buy Green Yes

Export Profile (Trade Mission Online)
Exporter Firm hasn't answered this question yet
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Related by officers

No related officers

Related by address

17 MULBERRY STREET, ROCHESTER, NY, United States, 14620

836 SOUTH CLINTON AVENUE LLC COMMUNITY PLAYHOUSE LLC YOUNG LIONESS LLC

Date of last update: 26 Mar 2025

Sources: New York Secretary of State

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