United Financial Planning Group LLC

New York

Registered In

09/21/2007

Incorp. Date

Company Summary

United Financial Planning Group LLC at Suffolk County lists United Financial Planning Group Llc of Hauppauge, NY as the associate.

United Financial Planning Group Llc DOS Process

888 VETERAN MEMORIAL HWY STE 405, HAUPPAUGE, NY 11788

Suffolk County View Map

Form 5500

350 Motor Parkway Suite 300, Hauppauge, Ny 11788 (631) 234-0871 EIN:26-1490585 Plan Admin:Guideline, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameUNITED FINANCIAL PLANNING GROUP 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$103,481 / $200,582	2023	UNITED FINANCIAL PLANNING GROUP 401(K) PLAN - Plan #001	4 / 5	$103,481 / $200,582
2022	Plan NameUNITED FINANCIAL PLANNING GROUP 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$48,428 / $103,481	2022	UNITED FINANCIAL PLANNING GROUP 401(K) PLAN - Plan #001	5 / 4	$48,428 / $103,481
2021	Plan NameUNITED FINANCIAL PLANNING GROUP 401(K) PLAN Plan #001 Participants BOY/EOY0 / 5 Assets BOY/EOY$0 / $48,428	2021	UNITED FINANCIAL PLANNING GROUP 401(K) PLAN - Plan #001	0 / 5	$0 / $48,428

Benefit & Retirement Plans based on Form 5500.

PPP Loans

888 Vets Hwy STE 405, Hauppauge, Ny 11788-0001

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$16,200 Forgiven$16,291 LenderDime Community Bank Jobs1	04/15/2020	$16,200	$16,291	Dime Community Bank	1

PPP Loans based on Paycheck Protection Program.

Person City Match:Hauppauge, 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

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