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CORPORATE PLANS RETIREMENT STRATEGIES, LLC

Branch

Company Details

Name: CORPORATE PLANS RETIREMENT STRATEGIES, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 14 Jul 2014 (10 years ago) (Companies founded in July 2014)
Branch of: CORPORATE PLANS RETIREMENT STRATEGIES, LLC (Company Number 1135763) (Connecticut)
Entity Number: 4605593
ZIP code: 06811 (Companies in Westchester, 06811)
County: Westchester
Place of Formation: Connecticut
Address: 10 LAKE CREST DRIVE, DANBURY, CT, United States, 06811

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CORPORATE PLANS RETIREMENT STRATEGIES, LLC 401(K) RETIREMENT PLAN 2023 611733328 2024-07-08 CORPORATE PLANS RETIREMENT STRATEGIES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9142279478
Plan sponsor’s address 333 WESTCHESTER AVE., SOUTH BLDG., SUITE 3302, WHITE PLAINS, NY, 10604

Signature of

Role Plan administrator
Date 2024-07-08
Name of individual signing LORI OLIVA
CORPORATE PLANS RETIREMENT STRATEGIES, LLC 401(K) RETIREMENT PLAN 2022 611733328 2023-07-11 CORPORATE PLANS RETIREMENT STRATEGIES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9142279478
Plan sponsor’s address 333 WESTCHESTER AVE., SOUTH BLDG., SUITE 3302, WHITE PLAINS, NY, 10604

Signature of

Role Plan administrator
Date 2023-07-11
Name of individual signing LORI OLIVA
CORPORATE PLANS RETIREMENT STRATEGIES, LLC 401(K) RETIREMENT PLAN 2021 611733328 2022-07-22 CORPORATE PLANS RETIREMENT STRATEGIES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9142279478
Plan sponsor’s address 333 WESTCHESTER AVE., SOUTH BLDG., SUITE 3302, WHITE PLAINS, NY, 10604

Signature of

Role Plan administrator
Date 2022-07-18
Name of individual signing OLIVA, LORI
CORPORATE PLANS RETIREMENT STRATEGIES, LLC 401(K) RETIREMENT PLAN 2020 611733328 2021-05-11 CORPORATE PLANS RETIREMENT STRATEGIES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9142279478
Plan sponsor’s address 333 WESTCHESTER AVE., SOUTH BLDG., SUITE 3302, WHITE PLAINS, NY, 10604

Signature of

Role Plan administrator
Date 2021-05-11
Name of individual signing OLIVA, LORI

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 10 LAKE CREST DRIVE, DANBURY, CT, United States, 06811

Filings

Filing Number Date Filed Type Effective Date
141009000719 2014-10-09 CERTIFICATE OF PUBLICATION 2014-10-09
140714000152 2014-07-14 APPLICATION OF AUTHORITY 2014-07-14

Date of last update: 24 Nov 2024

Sources: New York Secretary of State