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  5. PLAN A ADVISORS, INC.

PLAN A ADVISORS, INC.

Company Details

Name: PLAN A ADVISORS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 01 Aug 2013 (12 years ago)
Entity Number: 4439663
ZIP code: 10594
County: Westchester
Place of Formation: New York
Address: PO BOX 165, THORNWOOD, NY, United States, 10594

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
PLANA ADVISORS INC 401(K) PLAN 2023 463339822 2024-04-16 PLAN A ADVISORS INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541990
Sponsor’s telephone number 9179298556
Plan sponsor’s address P.O. BOX 165, THORNWOOD, NY, 10594

Signature of
Role Plan administrator
Date 2024-04-16
Name of individual signing EVAN KINGSLEY
PLANA ADVISORS INC 401(K) PLAN 2022 463339822 2023-03-10 PLAN A ADVISORS INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541990
Sponsor’s telephone number 9179298556
Plan sponsor’s address P.O. BOX 165, THORNWOOD, NY, 10594

Signature of
Role Plan administrator
Date 2023-03-10
Name of individual signing EVAN KINGSLEY
PLANA ADVISORS INC 401(K) PLAN 2021 463339822 2022-03-31 PLAN A ADVISORS INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541990
Sponsor’s telephone number 9179298556
Plan sponsor’s address P.O. BOX 165, THORNWOOD, NY, 10594

Signature of
Role Plan administrator
Date 2022-03-31
Name of individual signing EVAN KINGSLEY
PLANA ADVISORS INC 401(K) PLAN 2020 463339822 2021-04-30 PLAN A ADVISORS INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541990
Sponsor’s telephone number 9179298556
Plan sponsor’s address P.O. BOX 165, THORNWOOD, NY, 10594

Signature of
Role Plan administrator
Date 2021-04-30
Name of individual signing EVAN KINGSLEY
PLANA ADVISORS INC 401(K) PLAN 2019 463339822 2021-04-30 PLAN A ADVISORS INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541990
Sponsor’s telephone number 9179298556
Plan sponsor’s address P.O. BOX 165, THORNWOOD, NY, 10594

Signature of
Role Plan administrator
Date 2021-04-30
Name of individual signing EVAN KINGSLEY

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent PO BOX 165, THORNWOOD, NY, United States, 10594

Filings

Filing Number Date Filed Type Effective Date
130801000684 2013-08-01 CERTIFICATE OF INCORPORATION 2013-08-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4580107200 2020-04-27 0202 PPP 30 Usonia Road, Pleasantville, NY, 10570
Loan Status Date 2021-03-02
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 68494
Loan Approval Amount (current) 68494
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 N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Pleasantville, WESTCHESTER, NY, 10570-0001
Project Congressional District NY-17
Number of Employees 4
NAICS code 541618
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 46391
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address BUFFALO, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 68869.31
Forgiveness Paid Date 2020-11-19
2884709010 2021-05-18 0202 PPS 30 Usonia Rd, Pleasantville, NY, 10570-2617
Loan Status Date 2021-10-09
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 86550
Loan Approval Amount (current) 86550
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 N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Pleasantville, WESTCHESTER, NY, 10570-2617
Project Congressional District NY-17
Number of Employees 4
NAICS code 541611
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 46391
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address BUFFALO, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 86765.78
Forgiveness Paid Date 2021-08-23

Related by officers

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Related by address

No related companies by address

Date of last update: 26 Mar 2025

Sources: New York Secretary of State

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