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  5. R & R FINANCIAL PLANNERS, INC.

R & R FINANCIAL PLANNERS, INC.

Company Details

Name: R & R FINANCIAL PLANNERS, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 02 Jun 1983 (42 years ago)
Entity Number: 845937
ZIP code: 11747
County: Nassau
Place of Formation: New York
Address: 1860 WALT WHITMAN ROAD, SUITE, SUITE 302, MELVILLE, NY, United States, 11747
Principal Address: 1802 HEMPSTEAD TURMPIKE, SUITE 302, EAST MEADOW, NY, United States, 11554

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
R & R FINANCIAL PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2022 112645945 2023-10-23 R & R FINANCIAL PLANNERS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5162228850
Plan sponsor’s address 1802 HEMPSTEAD TURNPIKE, EAST MEADOW, NY, 11554

Signature of
Role Plan administrator
Date 2023-10-23
Name of individual signing WILLIAM ROMEO
R AND R FINANCIAL PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2021 112645945 2022-10-12 R & R FINANCIAL PLANNERS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5162228850
Plan sponsor’s address 1802 HEMPSTEAD TURNPIKE, EAST MEADOW, NY, 11554

Signature of
Role Plan administrator
Date 2022-10-12
Name of individual signing WILLIAM ROMEO
Role Employer/plan sponsor
Date 2022-10-12
Name of individual signing WILLIAM ROMEO
R AND R FINANCIAL PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2020 112645945 2021-09-06 R & R FINANCIAL PLANNERS, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5162228850
Plan sponsor’s address 1802 HEMPSTEAD TURNPIKE, EAST MEADOW, NY, 11554

Signature of
Role Plan administrator
Date 2021-08-30
Name of individual signing WILLIAM ROMEO
R AND R FINANCIAL PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2019 112645945 2020-10-08 R & R FINANCIAL PLANNERS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5162228850
Plan sponsor’s address 1802 HEMPSTEAD TURNPIKE, EAST MEADOW, NY, 11554

Signature of
Role Plan administrator
Date 2020-10-08
Name of individual signing WILLIAM ROMEO
Role Employer/plan sponsor
Date 2020-10-07
Name of individual signing WILLIAM ROMEO
R & R FINANCIAL PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2018 112645945 2019-07-08 R & R FINANCIAL PLANNERS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5162228850
Plan sponsor’s address 1802 HEMPSTEAD TURNPIKE, EAST MEADOW, NY, 11554

Signature of
Role Plan administrator
Date 2019-07-08
Name of individual signing WILLIAM ROMEO
R & R FINANCIAL PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2017 112645945 2018-05-17 R & R FINANCIAL PLANNERS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5162228850
Plan sponsor’s address 1802 HEMPSTEAD TURNPIKE, EAST MEADOW, NY, 11554

Signature of
Role Plan administrator
Date 2018-05-16
Name of individual signing WILLIAM ROMEO
R & R FINANCIAL PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2016 112645945 2017-04-24 R & R FINANCIAL PLANNERS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5162228850
Plan sponsor’s address 1802 HEMPSTEAD TURNPIKE, EAST MEADOW, NY, 11554

Signature of
Role Plan administrator
Date 2017-04-21
Name of individual signing WILLIAM ROMEO
R & R FINANCIAL PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2015 112645945 2016-06-08 R & R FINANCIAL PLANNERS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5162228850
Plan sponsor’s address 1802 HEMPSTEAD TURNPIKE, EAST MEADOW, NY, 11554

Signature of
Role Plan administrator
Date 2016-06-08
Name of individual signing WILLIAM ROMEO
R & R FINANCIAL PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2014 112645945 2015-07-02 R & R FINANCIAL PLANNERS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5162228850
Plan sponsor’s address 1802 HEMPSTEAD TURNPIKE, EAST MEADOW, NY, 11554

Signature of
Role Plan administrator
Date 2015-07-01
Name of individual signing WILLIAM ROMEO
R & R FINANCIAL PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2013 112645945 2014-07-10 R & R FINANCIAL PLANNERS, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 5162228850
Plan sponsor’s address 1802 HEMPSTEAD TURNPIKE, EAST MEADOW, NY, 11554

Signature of
Role Plan administrator
Date 2014-07-10
Name of individual signing WILLIAM ROMEO

Chief Executive Officer

Name Role Address
WILLIAM V. ROMEO Chief Executive Officer 1802 HEMPSTEAD TURMPIKE, SUITE 302, EAST MEADOW, NY, United States, 11554

DOS Process Agent

Name Role Address
R & R FINANCIAL PLANNERS, INC. DOS Process Agent 1860 WALT WHITMAN ROAD, SUITE, SUITE 302, MELVILLE, NY, United States, 11747

History

Start date End date Type Value
2019-10-31 2021-06-01 Address 1802 HEMPSTEAD TURNPIKE, SUITE 302, EAST MEADOW, NY, 11554, USA (Type of address: Service of Process)
1983-06-02 2019-10-31 Address 36 WEST VILLAGE GREEN, HICKSVILLE, NY, 11801, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210601060687 2021-06-01 BIENNIAL STATEMENT 2021-06-01
191031060131 2019-10-31 BIENNIAL STATEMENT 1992-06-01
A986166-4 1983-06-02 CERTIFICATE OF INCORPORATION 1983-06-02

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 06 Jan 2025

Sources: New York Secretary of State

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