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WEALTHPLAN ADVISORS LLC

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Company Details

Name: WEALTHPLAN ADVISORS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 15 Jun 2018 (7 years ago)
Entity Number: 5360004
ZIP code: 07960
County: New York
Place of Formation: New York
Address: 89 Headquarters Plaza North, Suite 1443, Morristown, NJ, United States, 07960

DOS Process Agent

Name Role Address
WEALTHPLAN ADVISORS LLC DOS Process Agent 89 Headquarters Plaza North, Suite 1443, Morristown, NJ, United States, 07960

History

Start date End date Type Value
2018-06-29 2024-07-08 Address 300 PARK AVE., 12TH FL.,, ATTN: ROBERT W. TAYLOR, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
2018-06-15 2018-06-29 Address 138 DUFFY DRIVE, WYCKOFF, NJ, 07401, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240708002188 2024-07-08 BIENNIAL STATEMENT 2024-07-08
221213001690 2022-12-13 BIENNIAL STATEMENT 2022-06-01
180629000029 2018-06-29 CERTIFICATE OF CHANGE 2018-06-29
180615010058 2018-06-15 ARTICLES OF ORGANIZATION 2018-06-15

USAspending Awards / Financial Assistance

Date:
2020-05-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
21860.00
Total Face Value Of Loan:
21860.00

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$21,860
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$21,860
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$22,080.77
Servicing Lender:
JPMorgan Chase Bank, National Association
Use of Proceeds:
Payroll: $17,488
Healthcare: $4372

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Date of last update: 23 Mar 2025

Sources: New York Secretary of State