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MERRICK PLANNING GROUP INC

Company Details

Name: MERRICK PLANNING GROUP INC
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 13 Jan 2014 (11 years ago)
Entity Number: 4512220
ZIP code: 11566
County: Nassau
Place of Formation: New York
Address: 2469 MERRICK AVENUE, MERRICK, NY, United States, 11566

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
MERRICK PLANNING GROUP INC 401(K) PROFIT SHARING PLAN & TRUST 2023 464613349 2024-07-18 MERRICK PLANNING GROUP INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541990
Sponsor’s telephone number 5168680044
Plan sponsor’s address 1840 MERRICK AVE, MERRICK, NY, 11566

Signature of

Role Plan administrator
Date 2024-07-18
Name of individual signing EDWARD ROJAS
MERRICK PLANNING GROUP INC 401(K) PROFIT SHARING PLAN & TRUST 2022 464613349 2023-05-16 MERRICK PLANNING GROUP INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541990
Sponsor’s telephone number 5168680044
Plan sponsor’s address 1840 MERRICK AVE MERRICK, NY 11566, MERRICK, NY, 11566

Signature of

Role Plan administrator
Date 2023-05-16
Name of individual signing EDWARD ROJAS
MERRICK PLANNING GROUP INC 401(K) PROFIT SHARING PLAN & TRUST 2021 464613349 2022-05-09 MERRICK PLANNING GROUP INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541990
Sponsor’s telephone number 5168680044
Plan sponsor’s address 1840 MERRICK AVE MERRICK, NY 11566, MERRICK, NY, 11566

Signature of

Role Plan administrator
Date 2022-05-09
Name of individual signing EDWARD ROJAS
MERRICK PLANNING GROUP INC 401(K) PROFIT SHARING PLAN & TRUST 2020 464613349 2021-06-29 MERRICK PLANNING GROUP INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541990
Sponsor’s telephone number 5168680044
Plan sponsor’s address 1840 MERRICK AVE MERRICK, NY 11566, MERRICK, NY, 11566

Signature of

Role Plan administrator
Date 2021-06-29
Name of individual signing EDWARD ROJAS

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 2469 MERRICK AVENUE, MERRICK, NY, United States, 11566

Filings

Filing Number Date Filed Type Effective Date
140113000196 2014-01-13 CERTIFICATE OF INCORPORATION 2014-01-13

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5901157701 2020-05-01 0235 PPP 1840 MERRICK AVE, MERRICK, NY, 11566-2730
Loan Status Date 2021-04-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 32077
Loan Approval Amount (current) 32077
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address MERRICK, NASSAU, NY, 11566-2730
Project Congressional District NY-04
Number of Employees 11
NAICS code 541990
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 32349.43
Forgiveness Paid Date 2021-03-10

Date of last update: 26 Mar 2025

Sources: New York Secretary of State