| Name: | CONTINENTAL TAX PLANNERS LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 08 Dec 2014 (10 years ago) |
| Entity Number: | 4676887 |
| ZIP code: | 11520 |
| County: | Nassau |
| Place of Formation: | New York |
| Address: | 286 NORTH MAIN STREET, FREEPORT, NY, United States, 11520 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CONTINENTAL TAX PLANNERS, LLC 401(K) PLAN | 2023 | 472783796 | 2024-05-13 | CONTINENTAL TAX PLANNERS, LLC | 7 | |||||||||||||||||||||||||||||
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| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-13 |
| Name of individual signing | QIAN LIU |
| Name | Role | Address |
|---|---|---|
| THE LLC | DOS Process Agent | 286 NORTH MAIN STREET, FREEPORT, NY, United States, 11520 |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 150129000670 | 2015-01-29 | CERTIFICATE OF PUBLICATION | 2015-01-29 |
| 150113000520 | 2015-01-13 | CERTIFICATE OF CHANGE | 2015-01-13 |
| 141208010275 | 2014-12-08 | ARTICLES OF ORGANIZATION | 2014-12-08 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 5472548904 | 2021-04-30 | 0235 | PPS | 167 Forest Ave, Locust Valley, NY, 11560-2124 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 4784117401 | 2020-05-11 | 0235 | PPP | 167 Forest Ave, Locust Valley, NY, 11560 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 25 Mar 2025
Sources: New York Secretary of State
