Corporate Plans Retirement Strategies, LLC at Westchester County lists Corporate Plans Retirement Strategies, Llc of Danbury, CT as the associate.
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Corporate Plans Retirement Strategies, Llc
DOS Process
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10 LAKE CREST DR, DANBURY, CT 06811
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Westchester County
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| 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 |
| 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 |
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Corporate Plans Retirement Strategies, LLC
Registered in Connecticut
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Danbury, CT White Plains, NY | View Report |