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RETIREMENT PLANNING GROUP, LLC

Company Details

Name: RETIREMENT PLANNING GROUP, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 13 Sep 2005 (19 years ago)
Entity Number: 3255476
ZIP code: 12118
County: Saratoga
Place of Formation: New York
Address: 225 UPPER NEWTOWN ROAD, MECHANICVILLE, NY, United States, 12118

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RETIREMENT PLANNING GROUP 401(K) PLAN 2023 113760125 2024-09-11 RETIREMENT PLANNING GROUP LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 5185801919
Plan sponsor’s address 225 UPPER NEWTOWN ROAD, MECHANICVILLE, NY, 12118
RETIREMENT PLANNING GROUP 401(K) PLAN 2022 113760125 2023-07-18 RETIREMENT PLANNING GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 5185801919
Plan sponsor’s address 225 UPPER NEWTOWN ROAD, MECHANICVILLE, NY, 12118
RETIREMENT PLANNING GROUP 401(K) PLAN 2021 113760125 2022-10-06 RETIREMENT PLANNING GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 5185801919
Plan sponsor’s address 225 UPPER NEWTOWN ROAD, MECHANICVILLE, NY, 12118
RETIREMENT PLANNING GROUP 401(K) PLAN 2020 113760125 2021-09-28 RETIREMENT PLANNING GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 5185801919
Plan sponsor’s address 225 UPPER NEWTOWN ROAD, MECHANICVILLE, NY, 12118
RETIREMENT PLANNING GROUP 401(K) PLAN 2019 113760125 2020-10-14 RETIREMENT PLANNING GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 5185801919
Plan sponsor’s address 225 UPPER NEWTOWN ROAD, MECHANICVILLE, NY, 12118

DOS Process Agent

Name Role Address
RETIREMENT PLANNING GROUP, LLC DOS Process Agent 225 UPPER NEWTOWN ROAD, MECHANICVILLE, NY, United States, 12118

Agent

Name Role Address
DAVID KOPYC Agent 225 UPPER NEWTOWN ROAD, MECHANICVILLE, NY, 12118

History

Start date End date Type Value
2021-02-10 2023-09-01 Address 225 UPPER NEWTOWN ROAD, MECHANICVILLE, NY, 12118, USA (Type of address: Registered Agent)
2021-02-10 2023-09-01 Address 225 UPPER NEWTOWN ROAD, MECHANICVILLE, NY, 12118, USA (Type of address: Service of Process)
2015-10-21 2021-02-10 Address 60 RAILROAD PLACE, STE 100, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Service of Process)
2007-09-27 2015-10-21 Address 358 BROADWAY, STE 400, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Service of Process)
2005-09-13 2007-09-27 Address 11 HALFMOON EXECUTIVE PARK, CLIFTON PARK, NY, 12065, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230901000259 2023-09-01 BIENNIAL STATEMENT 2023-09-01
210915000361 2021-09-15 BIENNIAL STATEMENT 2021-09-15
210210000552 2021-02-10 CERTIFICATE OF CHANGE 2021-02-10
201201060060 2020-12-01 BIENNIAL STATEMENT 2019-09-01
171120006282 2017-11-20 BIENNIAL STATEMENT 2017-09-01
151021006236 2015-10-21 BIENNIAL STATEMENT 2015-09-01
130911006351 2013-09-11 BIENNIAL STATEMENT 2013-09-01
110919002220 2011-09-19 BIENNIAL STATEMENT 2011-09-01
090924002344 2009-09-24 BIENNIAL STATEMENT 2009-09-01
070927002300 2007-09-27 BIENNIAL STATEMENT 2007-09-01

Date of last update: 10 Nov 2024

Sources: New York Secretary of State