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COORDINATED PLAN INC.

Company Details

Name: COORDINATED PLAN INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 11 Dec 2009 (15 years ago)
Entity Number: 3888187
County: Monroe
Place of Formation: New York
Address: 500 LINDEN OAKS, ROCHESTER, NY, United States, 14625
Address ZIP Code: 14625

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COORDINATED PLAN, INC. CASH BALANCE PLAN 2023 271493473 2024-08-26 COORDINATED PLAN, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523120
Sponsor’s telephone number 5854502840
Plan sponsor’s address 1080 PITTSFORD-VICTOR ROAD, SUITE 201, ROCHESTER, NY, 14534

Signature of

Role Plan administrator
Date 2024-08-26
Name of individual signing RANDY SCHUSTER
COORDINATED PLAN, INC. RETIREMENT SAVINGS PLAN 2023 271493473 2024-05-06 COORDINATED PLAN, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523120
Sponsor’s telephone number 5854502840
Plan sponsor’s address 1080 PITTSFORD-VICTOR ROAD, SUITE 201, ROCHESTER, NY, 14534

Signature of

Role Plan administrator
Date 2024-05-06
Name of individual signing RANDY SCHUSTER
COORDINATED PLAN, INC. RETIREMENT SAVINGS PLAN 2022 271493473 2023-04-06 COORDINATED PLAN, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523120
Sponsor’s telephone number 5854502840
Plan sponsor’s address 1080 PITTSFORD-VICTOR ROAD, SUITE 201, ROCHESTER, NY, 14534

Signature of

Role Plan administrator
Date 2023-04-06
Name of individual signing RANDY SCHUSTER
COORDINATED PLAN, INC. CASH BALANCE PLAN 2022 271493473 2023-09-20 COORDINATED PLAN, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523120
Sponsor’s telephone number 5854502840
Plan sponsor’s address 1080 PITTSFORD-VICTOR ROAD, SUITE 201, ROCHESTER, NY, 14534

Signature of

Role Plan administrator
Date 2023-09-20
Name of individual signing RANDY SCHUSTER
COORDINATED PLAN, INC. CASH BALANCE PLAN 2021 271493473 2022-05-27 COORDINATED PLAN, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523120
Sponsor’s telephone number 5854502840
Plan sponsor’s address 1080 PITTSFORD-VICTOR ROAD, SUITE 201, ROCHESTER, NY, 14534

Signature of

Role Plan administrator
Date 2022-05-27
Name of individual signing RANDY SCHUSTER
COORDINATED PLAN, INC. RETIREMENT SAVINGS PLAN 2021 271493473 2022-03-22 COORDINATED PLAN, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523120
Sponsor’s telephone number 5854502840
Plan sponsor’s address 1080 PITTSFORD-VICTOR ROAD, SUITE 201, ROCHESTER, NY, 14534

Signature of

Role Plan administrator
Date 2022-03-22
Name of individual signing RANDY SCHUSTER
COORDINATED PLAN, INC. RETIREMENT SAVINGS PLAN 2020 271493473 2021-03-12 COORDINATED PLAN, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523120
Sponsor’s telephone number 5853121140
Plan sponsor’s address 1080 PITTSFORD-VICTOR ROAD, SUITE 201, ROCHESTER, NY, 14534

Signature of

Role Plan administrator
Date 2021-03-11
Name of individual signing RANDY SCHUSTER
COORDINATED PLAN, INC. CASH BALANCE PLAN 2020 271493473 2021-05-24 COORDINATED PLAN, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523120
Sponsor’s telephone number 5853121140
Plan sponsor’s address 1080 PITTSFORD-VICTOR ROAD, SUITE 201, ROCHESTER, NY, 14534

Signature of

Role Plan administrator
Date 2021-05-24
Name of individual signing RANDY SCHUSTER
COORDINATED PLAN, INC. CASH BALANCE PLAN 2019 271493473 2020-07-29 COORDINATED PLAN, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523120
Sponsor’s telephone number 5853121140
Plan sponsor’s address 1080 PITTSFORD-VICTOR ROAD, SUITE 201, ROCHESTER, NY, 14534

Signature of

Role Plan administrator
Date 2020-07-29
Name of individual signing RANDY SCHUSTER
COORDINATED PLAN, INC. RETIREMENT SAVINGS PLAN 2019 271493473 2020-03-18 COORDINATED PLAN, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523120
Sponsor’s telephone number 5853121140
Plan sponsor’s address 1080 PITTSFORD VICTOR RD STE 201, PITTSFORD, NY, 145343805

Signature of

Role Plan administrator
Date 2020-03-17
Name of individual signing RANDY SCHUSTER

Chief Executive Officer

Name Role Address
RANDY S SCHUSTER Chief Executive Officer 500 LINDEN OAKS, ROCHESTER, NY, United States, 14625

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 500 LINDEN OAKS, ROCHESTER, NY, United States, 14625

Filings

Filing Number Date Filed Type Effective Date
140103002329 2014-01-03 BIENNIAL STATEMENT 2013-12-01
120126002340 2012-01-26 BIENNIAL STATEMENT 2011-12-01
091211000462 2009-12-11 CERTIFICATE OF INCORPORATION 2009-12-11

Date of last update: 08 Nov 2024

Sources: New York Secretary of State