Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Westchester
    4. ›
  4. 06811
    5. ›
  5. CORPORATE PLANS RETIREMENT STRATEGIES, LLC

CORPORATE PLANS RETIREMENT STRATEGIES, LLC

Branch

Company Details

Name: CORPORATE PLANS RETIREMENT STRATEGIES, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 14 Jul 2014 (11 years ago)
Branch of: CORPORATE PLANS RETIREMENT STRATEGIES, LLC, Connecticut (Company Number 1135763)
Entity Number: 4605593
ZIP code: 06811
County: Westchester
Place of Formation: Connecticut
Address: 10 LAKE CREST DRIVE, DANBURY, CT, United States, 06811

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CORPORATE PLANS RETIREMENT STRATEGIES, LLC 401(K) RETIREMENT PLAN 2023 611733328 2024-07-08 CORPORATE PLANS RETIREMENT STRATEGIES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9142279478
Plan sponsor’s address 333 WESTCHESTER AVE., SOUTH BLDG., SUITE 3302, WHITE PLAINS, NY, 10604

Signature of
Role Plan administrator
Date 2024-07-08
Name of individual signing LORI OLIVA
CORPORATE PLANS RETIREMENT STRATEGIES, LLC 401(K) RETIREMENT PLAN 2022 611733328 2023-07-11 CORPORATE PLANS RETIREMENT STRATEGIES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9142279478
Plan sponsor’s address 333 WESTCHESTER AVE., SOUTH BLDG., SUITE 3302, WHITE PLAINS, NY, 10604

Signature of
Role Plan administrator
Date 2023-07-11
Name of individual signing LORI OLIVA
CORPORATE PLANS RETIREMENT STRATEGIES, LLC 401(K) RETIREMENT PLAN 2021 611733328 2022-07-22 CORPORATE PLANS RETIREMENT STRATEGIES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9142279478
Plan sponsor’s address 333 WESTCHESTER AVE., SOUTH BLDG., SUITE 3302, WHITE PLAINS, NY, 10604

Signature of
Role Plan administrator
Date 2022-07-18
Name of individual signing OLIVA, LORI
CORPORATE PLANS RETIREMENT STRATEGIES, LLC 401(K) RETIREMENT PLAN 2020 611733328 2021-05-11 CORPORATE PLANS RETIREMENT STRATEGIES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9142279478
Plan sponsor’s address 333 WESTCHESTER AVE., SOUTH BLDG., SUITE 3302, WHITE PLAINS, NY, 10604

Signature of
Role Plan administrator
Date 2021-05-11
Name of individual signing OLIVA, LORI

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 10 LAKE CREST DRIVE, DANBURY, CT, United States, 06811

Filings

Filing Number Date Filed Type Effective Date
141009000719 2014-10-09 CERTIFICATE OF PUBLICATION 2014-10-09
140714000152 2014-07-14 APPLICATION OF AUTHORITY 2014-07-14

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1437078607 2021-03-13 0202 PPS 333 Westchester Ave Ste 3302 Corporate Plans, White Plains, NY, 10604-2910
Loan Status Date 2021-12-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 117150
Loan Approval Amount (current) 117150
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address White Plains, WESTCHESTER, NY, 10604-2910
Project Congressional District NY-17
Number of Employees 6
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 48270
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address COLUMBUS, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 117909
Forgiveness Paid Date 2021-11-10
4010747409 2020-05-08 0202 PPP 333 Westchester Ave South Bldg Suite 3302, WEST HARRISON, NY, 10604
Loan Status Date 2021-04-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 115262
Loan Approval Amount (current) 115262
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WEST HARRISON, WESTCHESTER, NY, 10604-1001
Project Congressional District NY-17
Number of Employees 6
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 116218.99
Forgiveness Paid Date 2021-03-15

Related by officers

THE LLC

HITTERZZ, LLC PLJ PROPERTIES, LLC 7119 20TH AVE. LLC THE TALLY-HO INN, LLC NEXIS REALTY GROUP, LLC KILBORN LLC BKN PROPERTIES, LLC COTTON TEES, LLC PLAYDATE 4 YOU LLC CONTEMPORARY FILM FUND LLC

Related by address

No related companies by address

Date of last update: 25 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