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WEALTHPLAN ADVISORS LLC

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2892237705 2020-05-01 0202 PPP 300 PARK AVE FL 12, NEW YORK, NY, 10022
Loan Status Date 2021-06-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 21860
Loan Approval Amount (current) 21860
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 New Business or 2 years or less
Project Address NEW YORK, NEW YORK, NY, 10022-0001
Project Congressional District NY-12
Number of Employees 2
NAICS code -
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 22080.77
Forgiveness Paid Date 2021-05-10

Date of last update: 23 Mar 2025

Sources: New York Secretary of State