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  5. BENEFITS PLANNING CORPORATION

BENEFITS PLANNING CORPORATION

Company Details

Name: BENEFITS PLANNING CORPORATION
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 05 Sep 1984 (41 years ago)
Entity Number: 941484
ZIP code: 11790
County: Suffolk
Place of Formation: New York
Address: 28 MANCHESTER LANE, STONY BROOK, NY, United States, 11790
Principal Address: PATRICIA IZZO, 28 MANCHESTER LANE, STONY BROOK, NY, United States, 11790

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
BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN 2013 112701240 2014-06-17 BENEFITS PLANNING CORPORATION 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525100
Sponsor’s telephone number 6319916050
Plan sponsor’s address ONE HUNTINGTON QUADRANGLE, MELVILLE, NY, 11747

Plan administrator’s name and address
Administrator’s EIN 112701240
Plan administrator’s name BENEFITS PLANNING CORPORATION
Plan administrator’s address ONE HUNTINGTON QUADRANGLE, MELVILLE, NY, 11747
Administrator’s telephone number 6319916050

Signature of
Role Plan administrator
Date 2014-06-17
Name of individual signing ANTHONY IZZO
BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN 2012 112701240 2013-09-19 BENEFITS PLANNING CORPORATION 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525100
Sponsor’s telephone number 6319916050
Plan sponsor’s address ONE HUNTINGTON QUADRANGLE, MELVILLE, NY, 11747

Plan administrator’s name and address
Administrator’s EIN 112701240
Plan administrator’s name BENEFITS PLANNING CORPORATION
Plan administrator’s address ONE HUNTINGTON QUADRANGLE, MELVILLE, NY, 11747
Administrator’s telephone number 6319916050

Signature of
Role Plan administrator
Date 2013-09-19
Name of individual signing ANTHONY IZZO
BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN 2011 112701240 2012-09-28 BENEFITS PLANNING CORPORATION 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525100
Sponsor’s telephone number 6319916050
Plan sponsor’s address ONE HUNTINGTON QUADRANGLE, MELVILLE, NY, 11747

Plan administrator’s name and address
Administrator’s EIN 112701240
Plan administrator’s name BENEFITS PLANNING CORPORATION
Plan administrator’s address ONE HUNTINGTON QUADRANGLE, MELVILLE, NY, 11747
Administrator’s telephone number 6319916050

Signature of
Role Plan administrator
Date 2012-09-28
Name of individual signing TONY IZZO
BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN 2010 112701240 2011-04-26 BENEFITS PLANNING CORPORATION 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525100
Sponsor’s telephone number 6319916050
Plan sponsor’s address ONE HUNTINGTON QUADRANGLE, MELVILLE, NY, 11747

Plan administrator’s name and address
Administrator’s EIN 112701240
Plan administrator’s name BENEFITS PLANNING CORPORATION
Plan administrator’s address ONE HUNTINGTON QUADRANGLE, MELVILLE, NY, 11747
Administrator’s telephone number 6319916050

Signature of
Role Plan administrator
Date 2011-04-26
Name of individual signing TONY IZZO
BENEFITS PLANNING CORPORATION 401K PROFIT SHARING PLAN 2009 112701240 2010-10-06 BENEFITS PLANNING CORPORATION 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525100
Sponsor’s telephone number 6319916050
Plan sponsor’s address ONE HUNTINGTON QUADRANGLE, MELVILLE, NY, 11747

Plan administrator’s name and address
Administrator’s EIN 112701240
Plan administrator’s name BENEFITS PLANNING CORPORATION
Plan administrator’s address ONE HUNTINGTON QUADRANGLE, MELVILLE, NY, 11747
Administrator’s telephone number 6319916050

Signature of
Role Plan administrator
Date 2010-10-06
Name of individual signing TONY IZZO

Chief Executive Officer

Name Role Address
PATRICIA IZZO Chief Executive Officer 28 MANCHESTER LANE, STONY BROOK, NY, United States, 11790

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 28 MANCHESTER LANE, STONY BROOK, NY, United States, 11790

Filings

Filing Number Date Filed Type Effective Date
980903002065 1998-09-03 BIENNIAL STATEMENT 1998-09-01
960904002557 1996-09-04 BIENNIAL STATEMENT 1996-09-01
930924002323 1993-09-24 BIENNIAL STATEMENT 1993-09-01
930504002518 1993-05-04 BIENNIAL STATEMENT 1992-09-01
B139036-4 1984-09-05 CERTIFICATE OF INCORPORATION 1984-09-05

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2573967704 2020-05-01 0235 PPP 1 HUNTINGTON QUAD, MELVILLE, NY, 11747
Loan Status Date 2021-08-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 151802
Loan Approval Amount (current) 151802
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 Existing or more than 2 years old
Project Address MELVILLE, SUFFOLK, NY, 11747-0001
Project Congressional District NY-01
Number of Employees 15
NAICS code 524113
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 153665.71
Forgiveness Paid Date 2021-07-27

Related by officers

THE CORPORATION

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Related by address

No related companies by address

Date of last update: 17 Mar 2025

Sources: New York Secretary of State

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