Shg Planning Inc.

Shg Planning Inc. DOS Process

101 WOODLAKE DR W, WOODBURY, NY 11797

Nassau County View Map

Form 5500

400 Broadhollow Road, Suite 302, Melville, Ny 11747 (631) 249-4240 EIN:11-2870073 Plan Admin:Steven H. Goodman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSHG PLANNING, INC. 401(K) PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0	2022	SHG PLANNING, INC. 401(K) PLAN - Plan #002	4 / 4	$0 / $0
2021	Plan NameSHG PLANNING, INC. 401(K) PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0	2021	SHG PLANNING, INC. 401(K) PLAN - Plan #002	4 / 4	$0 / $0
2020	Plan NameSHG PLANNING, INC. 401(K) PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0	2020	SHG PLANNING, INC. 401(K) PLAN - Plan #002	4 / 4	$0 / $0
2019	Plan NameSHG PLANNING, INC. 401(K) PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0	2019	SHG PLANNING, INC. 401(K) PLAN - Plan #002	4 / 4	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

400 Broadhollow Rd Ste 302, Melville, NY 11747-4810 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
02/04/2021	Approved$35,106 Forgiven$35,359 LenderCustomers Bank Jobs2	02/04/2021	$35,106	$35,359	Customers Bank	2
04/29/2020	Approved$35,125 Forgiven$35,663 LenderCross River Bank Jobs2	04/29/2020	$35,125	$35,663	Cross River Bank	2

PPP Loans based on Paycheck Protection Program.

Person City Match:Woodbury, NY

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The following government agencies have contributed data:

New York Department of State U.S. Department of Labor U.S. Small Business Administration

Company Summary