Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Suffolk
    4. ›
  4. 11787
    5. ›
  5. PERSONAL PLANNING, INC.

PERSONAL PLANNING, INC.

Company Details

Name: PERSONAL PLANNING, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 02 Jan 2015 (10 years ago)
Entity Number: 4687120
ZIP code: 11787
County: Suffolk
Place of Formation: New York
Address: 50 ROUTE 111 SUITE 206, SMITHTOWN, NY, United States, 11787

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
PERSONAL PLANNING 401(K) PLAN 2023 472695140 2024-06-26 PERSONAL PLANNING, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 111100
Sponsor’s telephone number 6313600464
Plan sponsor’s address 50 ROUTE 111 STE 216, SMITHTOWN, NY, 117873700

Signature of
Role Plan administrator
Date 2024-06-26
Name of individual signing PETER GAWRELUK
PERSONAL PLANNING 401(K) PLAN 2022 472695140 2023-06-13 PERSONAL PLANNING, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 111100
Sponsor’s telephone number 6313600464
Plan sponsor’s address 50 ROUTE 111 STE 216, SMITHTOWN, NY, 117873700

Signature of
Role Plan administrator
Date 2023-06-13
Name of individual signing PETER GAWRELUK
PERSONAL PLANNING 401(K) PLAN 2021 472695140 2022-06-28 PERSONAL PLANNING, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 111100
Sponsor’s telephone number 6313600464
Plan sponsor’s address 50 ROUTE 111 STE 216, SMITHTOWN, NY, 117873700

Signature of
Role Plan administrator
Date 2022-06-28
Name of individual signing PETER GAWRELUK
PERSONAL PLANNING 401(K) PLAN 2020 472695140 2021-06-29 PERSONAL PLANNING, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 111100
Sponsor’s telephone number 6313600464
Plan sponsor’s address 50 ROUTE 111 STE 216, SMITHTOWN, NY, 117873700

Signature of
Role Plan administrator
Date 2021-06-29
Name of individual signing PETER GAWRELUK
PERSONAL PLANNING 401(K) PLAN 2019 472695140 2020-06-17 PERSONAL PLANNING, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 111100
Sponsor’s telephone number 6313600464
Plan sponsor’s address 50 ROUTE 111, STE 216, SMITHTOWN, NY, 11787

Signature of
Role Plan administrator
Date 2020-06-17
Name of individual signing PETER GAWRELUK

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 50 ROUTE 111 SUITE 206, SMITHTOWN, NY, United States, 11787

Filings

Filing Number Date Filed Type Effective Date
150102010046 2015-01-02 CERTIFICATE OF INCORPORATION 2015-01-02

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6084577702 2020-05-01 0235 PPP 50 ROUTE 111 STE 216, SMITHTOWN, NY, 11787-3700
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) 49378
Loan Approval Amount (current) 49378
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 SMITHTOWN, SUFFOLK, NY, 11787-3700
Project Congressional District NY-01
Number of Employees 3
NAICS code -
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 49790.61
Forgiveness Paid Date 2021-03-03

Related by officers

THE CORPORATION

ARSHIA DESIGNS INC. AAA VACUUM CORP. ATLANTICA TELECOM, INC. MISTY SPORTSWEAR, INC. FAT JAMS ELECTRONICS INC. CROQUEMBOUCHE, INC. LONG BEACH PEDIATRIC GROUP, P.C. LAW OFFICES OF JOSEPH A. GRECO, P.C. TEREZ, INC. 732 CINNAMON BEACH INC.

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