Corporate Plans Retirement Strategies, LLC

New York
Registered In
07/14/2014
Incorp. Date
Foreign
Registration Type
Connecticut
Foreign Jurisdiction

Company Summary

Corporate Plans Retirement Strategies, LLC at Westchester County lists Corporate Plans Retirement Strategies, Llc of Danbury, CT as the associate.

Overview

Registered In
New York
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Not Available
Registration Type
Foreign
Foreign Jurisdiction
Connecticut
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People

Corporate Plans Retirement Strategies, Llc DOS Process
10 LAKE CREST DR, DANBURY, CT 06811

Map & Locations

Westchester County View Map

Financials

Financial Information for Corporate Plans Retirement Strategies, LLC

Form 5500

CORPORATE PLANS RETIREMENT STRATEGIES, LLC

333 Westchester Ave., South Bldg. Suite 3302, White Plains, Ny 10604 (914) 227-9478 EIN:61-1733328 Plan Admin:Lori Oliva
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCORPORATE PLANS RETIREMENT STRATEGIES, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$411,999 / $370,959 2023 CORPORATE PLANS RETIREMENT STRATEGIES, LLC 401(K) RETIREMENT PLAN - Plan #001 6 / 6 $411,999 / $370,959
2022 Plan NameCORPORATE PLANS RETIREMENT STRATEGIES, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$390,300 / $411,999 2022 CORPORATE PLANS RETIREMENT STRATEGIES, LLC 401(K) RETIREMENT PLAN - Plan #001 6 / 6 $390,300 / $411,999
2021 Plan NameCORPORATE PLANS RETIREMENT STRATEGIES, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$210,068 / $390,300 2021 CORPORATE PLANS RETIREMENT STRATEGIES, LLC 401(K) RETIREMENT PLAN - Plan #001 6 / 6 $210,068 / $390,300
2020 Plan NameCORPORATE PLANS RETIREMENT STRATEGIES, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $210,068 2020 CORPORATE PLANS RETIREMENT STRATEGIES, LLC 401(K) RETIREMENT PLAN - Plan #001 6 / 6 $0 / $210,068
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CORPORATE PLANS RETIREMENT STRATEGIES LLC

333 Westchester Ave Ste 3302 Corporate Plans, White Plains, NY 10604-2910 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
03/13/2021 Approved$117,150 Forgiven$117,909 LenderJPMorgan Chase Bank, National Association Jobs6 03/13/2021 $117,150 $117,909 JPMorgan Chase Bank, National Association 6
05/08/2020 Approved$115,262 Forgiven$116,219 LenderJPMorgan Chase Bank, National Association Jobs6 05/08/2020 $115,262 $116,219 JPMorgan Chase Bank, National Association 6
PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:
Corporate Plans Retirement Strategies, LLC Registered in Connecticut
Danbury, CT White Plains, NY View Report

Sources

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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