Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Monroe
    4. ›
  4. 14534
    5. ›
  5. FREEDOM FINANCIAL PLANNING, LLC

FREEDOM FINANCIAL PLANNING, LLC

Company Details

Name: FREEDOM FINANCIAL PLANNING, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 15 Nov 2013 (11 years ago)
Entity Number: 4488124
ZIP code: 14534
County: Monroe
Place of Formation: New York
Address: 1159 pittsford victor rd., ste 230, PITTSFORD, NY, United States, 14534

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FREEDOM FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN 2023 464219351 2024-09-12 FREEDOM FINANCIAL PLANNING, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-08-01
Business code 523900
Sponsor’s telephone number 5856788000
Plan sponsor’s address 1159 PITTSFORD-VICTOR ROAD, SUITE 160, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2024-09-12
Name of individual signing JUDY PLAIN
Valid signature Filed with authorized/valid electronic signature
FREEDOM FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN 2022 464219351 2023-06-26 FREEDOM FINANCIAL PLANNING, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-08-01
Business code 523900
Sponsor’s telephone number 5856788000
Plan sponsor’s address 1159 PITTSFORD-VICTOR ROAD, SUITE 160, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2023-06-26
Name of individual signing JUDITH PLAIN
FREEDOM FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN 2021 464219351 2022-09-20 FREEDOM FINANCIAL PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-08-01
Business code 523900
Sponsor’s telephone number 5856788000
Plan sponsor’s address 1159 PITTSFORD-VICTOR ROAD, SUITE 160, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2022-09-20
Name of individual signing JUDITH PLAIN
FREEDOM FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN 2020 464219351 2021-08-16 FREEDOM FINANCIAL PLANNING, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-08-01
Business code 523900
Sponsor’s telephone number 5856788000
Plan sponsor’s address 1159 PITTSFORD-VICTOR ROAD, SUITE 160, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2021-08-16
Name of individual signing JUDITH PLAIN
FREEDOM FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN 2019 464219351 2020-09-28 FREEDOM FINANCIAL PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-08-01
Business code 523900
Sponsor’s telephone number 5856788000
Plan sponsor’s address 1159 PITTSFORD-VICTOR ROAD, SUITE 160, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2020-09-28
Name of individual signing JUDITH PLAIN
FREEDOM FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN 2018 464219351 2019-09-17 FREEDOM FINANCIAL PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-08-01
Business code 523900
Sponsor’s telephone number 5856788000
Plan sponsor’s address 1159 PITTSFORD-VICTOR ROAD, SUITE 160, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2019-09-17
Name of individual signing JUDITH PLAIN
FREEDOM FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN 2017 464219351 2018-09-25 FREEDOM FINANCIAL PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-08-01
Business code 523900
Sponsor’s telephone number 5856788000
Plan sponsor’s address 1159 PITTSFORD-VICTOR ROAD, SUITE 160, PITTSFORD, NY, 14534

Signature of
Role Plan administrator
Date 2018-09-25
Name of individual signing JUDITH PLAIN

Agent

Name Role Address
JUDITH S. PLAIN Agent 1159 pittsford victor rd., ste 230, PITTSFORD, NY, 14534

DOS Process Agent

Name Role Address
the llc DOS Process Agent 1159 pittsford victor rd., ste 230, PITTSFORD, NY, United States, 14534

History

Start date End date Type Value
2023-11-03 2024-02-23 Address 75 THRUWAY PARK, W. HENRIETTA, NY, 14586, USA (Type of address: Registered Agent)
2023-11-03 2024-02-23 Address 75 THRUWAY PARK, STE 160, W. HENRIETTA, NY, 14586, USA (Type of address: Service of Process)
2020-07-23 2023-11-03 Address 1159 PITTSFORD-VICTOR RD., STE 160, PITTSFORD, NY, 14534, USA (Type of address: Service of Process)
2019-11-04 2020-07-23 Address 75 THRUWAY PARK W, HENRIETTA, NY, 14586, USA (Type of address: Service of Process)
2017-07-11 2019-11-04 Address 170 PACKETT'S LANDING, FAIRPORT, NY, 14450, USA (Type of address: Service of Process)
2013-11-15 2023-11-03 Address 75 THRUWAY PARK, W. HENRIETTA, NY, 14586, USA (Type of address: Registered Agent)
2013-11-15 2017-07-11 Address 75 THRUWAY PARK, W. HENRIETTA, NY, 14586, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240223002979 2024-02-14 CERTIFICATE OF CHANGE BY ENTITY 2024-02-14
231103002601 2023-11-03 BIENNIAL STATEMENT 2023-11-01
211101004839 2021-11-01 BIENNIAL STATEMENT 2021-11-01
200723000108 2020-07-23 CERTIFICATE OF CHANGE (BY AGENT) 2020-07-23
191104061231 2019-11-04 BIENNIAL STATEMENT 2019-11-01
171107006379 2017-11-07 BIENNIAL STATEMENT 2017-11-01
170711006351 2017-07-11 BIENNIAL STATEMENT 2015-11-01
131115001040 2013-11-15 ARTICLES OF ORGANIZATION 2013-11-15

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1898267100 2020-04-10 0219 PPP 1159 Pittsford Victor Road, Suite 160, Pittsford, NY, 14534
Loan Status Date 2021-04-08
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 71200
Loan Approval Amount (current) 71200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 455644
Servicing Lender Name Live Oak Banking Company
Servicing Lender Address 1741 Tiburon Dr, WILMINGTON, NC, 28403-6244
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Pittsford, MONROE, NY, 14534-0001
Project Congressional District NY-25
Number of Employees 5
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 455644
Originating Lender Name Live Oak Banking Company
Originating Lender Address WILMINGTON, NC
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 71837.87
Forgiveness Paid Date 2021-03-09

Related by officers

the llc

TRANSLUMINAL TECHNOLOGIES, LLC KARAM GROUP, LLC EATS MEDIA, LLC VTR SHAKER, LLC DJE 75 ENTERPRISES, LLC VALERIO HOLDINGS LLC OPTIMA DENTAL PLLC MILLENNIUM ASSETS MANAGER LLC MARKATHLEEN, LLC FLEETCOR TECHNOLOGIES OPERATING COMPANY, LLC

Related by address

No related companies by address

Date of last update: 26 Mar 2025

Sources: New York Secretary of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 bizyork.com, Part of Big Data Integrated