Retirement Planning Group, LLC

New York
Registered In
09/13/2005
Incorp. Date

Company Summary

Retirement Planning Group, LLC at Saratoga County lists Retirement Planning Group, Llc of Mechanicville, NY as the associate.

Registered In
New York
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Not Available
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David Kopyc Registered Agent
225 UPPER NEWTOWN RD, MECHANICVILLE, NY 12118
Retirement Planning Group, Llc DOS Process
225 UPPER NEWTOWN RD, MECHANICVILLE, NY 12118 (View Past Addresses)
Saratoga County View Map

Financial Information for Retirement Planning Group, LLC

Form 5500

RETIREMENT PLANNING GROUP, LLC

225 Upper Newtown Road, Mechanicville, Ny 12118 (518) 580-1919 EIN:11-3760125 Plan Admin:Julie Kopyc
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameRETIREMENT PLANNING GROUP 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$653,392 / $643,568 2022 RETIREMENT PLANNING GROUP 401(K) PLAN - Plan #001 6 / 7 $653,392 / $643,568
2021 Plan NameRETIREMENT PLANNING GROUP 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$531,917 / $653,392 2021 RETIREMENT PLANNING GROUP 401(K) PLAN - Plan #001 6 / 6 $531,917 / $653,392
2020 Plan NameRETIREMENT PLANNING GROUP 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$460,454 / $531,917 2020 RETIREMENT PLANNING GROUP 401(K) PLAN - Plan #001 6 / 6 $460,454 / $531,917
2019 Plan NameRETIREMENT PLANNING GROUP 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $460,454 2019 RETIREMENT PLANNING GROUP 401(K) PLAN - Plan #001 6 / 6 $0 / $460,454
Benefit & Retirement Plans based on Form 5500.
PPP Loans

RETIREMENT PLANNING GROUP, LLC

225 Upper Newtown Rd, Mechanicville, Ny 12118-3723
Loan Date Approved Forgiven Lender Jobs
04/07/2020 Approved$75,000 Forgiven$75,783 LenderSaratoga National Bank and Trust Company Jobs6 04/07/2020 $75,000 $75,783 Saratoga National Bank and Trust Company 6
PPP Loans based on Paycheck Protection Program.
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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
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