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ADAM FINANCIAL PLANNING INC.

Company Details

Name: ADAM FINANCIAL PLANNING INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 13 Aug 2012 (13 years ago)
Entity Number: 4282816
ZIP code: 14612
County: Monroe
Place of Formation: New York
Address: 776 HILLSIDE AVENUE, ROCHESTER, NY, United States, 14612

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ADAM FINANCIAL PLANNING, INC. 401(K) PROFIT SHARING PLAN 2018 460813286 2019-10-09 ADAM FINANCIAL PLANNING, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 5857386086
Plan sponsor’s address 919 WINTON ROAD S., SUITE 207, ROCHESTER, NY, 14618

Signature of

Role Plan administrator
Date 2019-10-09
Name of individual signing MARK ADAM
Role Employer/plan sponsor
Date 2019-10-09
Name of individual signing MARK ADAM
ADAM FINANCIAL PLANNING, INC. 401(K) PROFIT SHARING PLAN 2017 460813286 2018-10-11 ADAM FINANCIAL PLANNING, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 5857386086
Plan sponsor’s address 919 WINTON ROAD S., SUITE 207, ROCHESTER, NY, 14618

Signature of

Role Plan administrator
Date 2018-10-11
Name of individual signing MARK ADAM
Role Employer/plan sponsor
Date 2018-10-11
Name of individual signing MARK ADAM

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 776 HILLSIDE AVENUE, ROCHESTER, NY, United States, 14612

Filings

Filing Number Date Filed Type Effective Date
120813001085 2012-08-13 CERTIFICATE OF INCORPORATION 2012-08-13

Date of last update: 09 Mar 2025

Sources: New York Secretary of State