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  5. JONATHAN D. STONE CFP INC.

JONATHAN D. STONE CFP INC.

Company Details

Name: JONATHAN D. STONE CFP INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 19 Aug 2014 (11 years ago)
Entity Number: 4623911
ZIP code: 11743
County: Suffolk
Place of Formation: New York
Address: 1776 EASXT JERICHO TURNPIKE, SUITE 1, HUNTINGTON, NY, United States, 11743

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
JONATHAN D. STONE CFP INC. 401(K) PLAN 2023 471738257 2024-07-18 JONATHAN D. STONE CFP INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 6314626527
Plan sponsor’s address 395 NORTH SERVICE ROAD, SUITE 206, MELVILLE, NY, 11747

Signature of
Role Plan administrator
Date 2024-07-18
Name of individual signing MR. JONATHAN D. STONE
JONATHAN D. STONE CFP INC. 401(K) PLAN 2023 471738257 2024-07-18 JONATHAN D. STONE CFP INC. 2
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 6314626527
Plan sponsor’s address 1776 EAST JERICHO TURNPIKE, SUITE 1, HUNTINGTON, NY, 11743

Signature of
Role Plan administrator
Date 2024-07-18
Name of individual signing MR. JONATHAN D. STONE
JONATHAN D. STONE, CFP, INC. 401(K) PLAN 2022 471738257 2023-06-28 JONATHAN D. STONE, CFP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 6314626527
Plan sponsor’s address 1776 EAST JERICHO TURNPIKE, SUITE 1, HUNTINGTON, NY, 11743

Signature of
Role Plan administrator
Date 2023-06-28
Name of individual signing JONATHAN STONE
JONATHAN D. STONE, CFP, INC. 401(K) PLAN 2021 471738257 2022-06-22 JONATHAN D. STONE, CFP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 6314626527
Plan sponsor’s address 1776 EAST JERICHO TURNPIKE, SUITE 1, HUNTINGTON, NY, 11743

Signature of
Role Plan administrator
Date 2022-06-22
Name of individual signing JONATHAN STONE
JONATHAN D. STONE CFP, INC. 401(K) PLAN 2020 471738257 2021-05-13 JONATHAN D. STONE, CFP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 6314626527
Plan sponsor’s address 1776 EAST JERICHO TURNPIKE, SUITE 1, HUNTINGTON, NY, 11743

Signature of
Role Plan administrator
Date 2021-05-13
Name of individual signing JONATHAN STONE
Role Employer/plan sponsor
Date 2021-05-13
Name of individual signing JONATHAN STONE
JONATHAN D. STONE CFP, INC. 401(K) PLAN 2019 471738257 2020-02-14 JONATHAN D. STONE, CFP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 6314626527
Plan sponsor’s address 1776 EAST JERICHO TURNPIKE, SUITE 1, HUNTINGTON, NY, 11743

Plan administrator’s name and address
Administrator’s EIN 471738257
Plan administrator’s name JONATHAN D. STONE, CFP, INC.
Plan administrator’s address 1776 EAST JERICHO TURNPIKE, SUITE 1, HUNTINGTON, NY, 11743
Administrator’s telephone number 6314626527

Signature of
Role Plan administrator
Date 2020-02-14
Name of individual signing JONATHAN STONE
JONATHAN D. STONE CFP, INC. 401(K) PLAN 2018 471738257 2019-04-26 JONATHAN D. STONE, CFP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 6314626527
Plan sponsor’s address 1776 EAST JERICHO TURNPIKE, SUITE 1, HUNTINGTON, NY, 11743

Plan administrator’s name and address
Administrator’s EIN 471738257
Plan administrator’s name JONATHAN D. STONE, CFP, INC.
Plan administrator’s address 1776 EAST JERICHO TURNPIKE, SUITE 1, HUNTINGTON, NY, 11743
Administrator’s telephone number 6314626527

Signature of
Role Plan administrator
Date 2019-04-26
Name of individual signing JONATHAN STONE
JONATHAN D. STONE CFP, INC. 401(K) PLAN 2015 471738257 2016-04-15 JONATHAN D. STONE, CFP, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 6314626527
Plan sponsor’s address 1776 EAST JERICHO TURNPIKE, SUITE 1, HUNTINGTON, NY, 11743

Plan administrator’s name and address
Administrator’s EIN 471738257
Plan administrator’s name JONATHAN D. STONE, CFP, INC.
Plan administrator’s address 1776 EAST JERICHO TURNPIKE, SUITE 1, HUNTINGTON, NY, 11743
Administrator’s telephone number 6314626527

Signature of
Role Plan administrator
Date 2016-04-15
Name of individual signing JONATHAN STONE
JONATHAN D. STONE CFP, INC. 401(K) PLAN 2014 471738257 2015-09-25 JONATHAN D. STONE CFP, INC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 6314626527
Plan sponsor’s address 1776 EAST JERICHO TURNPIKE, SUITE 1, HUNTINGTON, NY, 11743

Plan administrator’s name and address
Administrator’s EIN 471738257
Plan administrator’s name JONATHAN D. STONE CFP, INC.
Plan administrator’s address 1776 EAST JERICHO TURNPIKE, SUITE 1, HUNTINGTON, NY, 11743
Administrator’s telephone number 6314626527

Signature of
Role Plan administrator
Date 2015-09-25
Name of individual signing JONATHAN STONE

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 1776 EASXT JERICHO TURNPIKE, SUITE 1, HUNTINGTON, NY, United States, 11743

Filings

Filing Number Date Filed Type Effective Date
140819000433 2014-08-19 CERTIFICATE OF INCORPORATION 2014-08-19

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5846347107 2020-04-14 0235 PPP 1776 E. Jericho Turnpike Suite 1, HUNTINGTON, NY, 11743-5713
Loan Status Date 2021-06-30
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 27412
Loan Approval Amount (current) 27412
Undisbursed Amount 0
Franchise Name -
Lender Location ID 29805
Servicing Lender Name TD Bank, National Association
Servicing Lender Address 2035 Limestone Rd, WILMINGTON, DE, 19808-5529
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address HUNTINGTON, SUFFOLK, NY, 11743-5713
Project Congressional District NY-01
Number of Employees 2
NAICS code 541219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 29805
Originating Lender Name TD Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 27679.27
Forgiveness Paid Date 2021-04-08

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Related by address

No related companies by address

Date of last update: 25 Mar 2025

Sources: New York Secretary of State

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