American Investment Planners LLC

Florida
Registered In
10/22/2010
Incorp. Date
Foreign
Registration Type
New York
Foreign Jurisdiction

Company Summary

American Investment Planners LLC at 500 N Broadway STE 247 And 260, Jericho, Ny 11753 lists Rosenberg Lee E of Jericho, NY as the associate.

Overview

Registered In
Florida
Incorporation Date
Company Type
Foreign Limited Liability Co.
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
New York
EIN
27-3739508
Website
Email
*******@lehmaneilen.com
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People

Rosenberg Lee E Registered Agent
7777 GLADES RD, BOCA RATON, FL 33434
Rosenberg Lee E Manager
500 N BROADWAY, JERICHO, NY 11753

Map & Locations

500 N BROADWAY STE 247 AND 260, JERICHO, NY 11753 View Map

Financials

Financial Information for American Investment Planners LLC

Form 5500

AMERICAN INVESTMENT PLANNERS L

500 N Broadway STE 260, Jericho, Ny 11753 (516) 932-5130 EIN:27-3739508 Plan Admin:Lee Rosenberg
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameAMERICAN INVESTMENT PLANNERS L 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY22 / 21 Assets BOY/EOY$2,353,273 / $2,914,074 2023 AMERICAN INVESTMENT PLANNERS L 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 22 / 21 $2,353,273 / $2,914,074
2022 Plan NameAMERICAN INVESTMENT PLANNERS L 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY23 / 22 Assets BOY/EOY$1,699,277 / $2,353,273 2022 AMERICAN INVESTMENT PLANNERS L 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 23 / 22 $1,699,277 / $2,353,273
2021 Plan NameAMERICAN INVESTMENT PLANNERS L 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY22 / 23 Assets BOY/EOY$1,460,861 / $1,699,277 2021 AMERICAN INVESTMENT PLANNERS L 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 22 / 23 $1,460,861 / $1,699,277
2020 Plan NameAMERICAN INVESTMENT PLANNERS L 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY19 / 22 Assets BOY/EOY$1,256,901 / $1,460,861 2020 AMERICAN INVESTMENT PLANNERS L 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 19 / 22 $1,256,901 / $1,460,861
2019 Plan NameAMERICAN INVESTMENT PLANNERS L 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$926,200 / $1,256,901 2019 AMERICAN INVESTMENT PLANNERS L 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 17 / 18 $926,200 / $1,256,901
Benefit & Retirement Plans based on Form 5500.
PPP Loans

AMERICAN INVESTMENT PLANNERS, LLC

500 North Broadway Suite 260, JERICHO, NY 11753 Industry:Miscellaneous Financial Investment Activities
Loan Date Approved Forgiven Lender Jobs
04/27/2020 Approved$152,292 Forgiven$153,079 LenderFlushing Bank Jobs16 04/27/2020 $152,292 $153,079 Flushing Bank 16
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor • U.S. Small Business Administration
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