LIFEPLAN CCO NY, LLC

Business Information

URL	LIFEPlanCCONY.com
Division Name	LIFEPLAN CCO NY, LLC
Congressional District	22
State/Country of Incorporation	NY, USA
Activation Date	2020-10-28
Initial Registration Date	2020-10-12
Entity Start Date	2017-07-10
Fiscal Year End Close Date	Dec 31

Points of Contacts

Electronic Business
Title	PRIMARY POC
Name	NICK CAPPOLETTI
Address	258 GENESEE ST, MEZZANINE LEVEL, UTICA, NY, 13502, USA

Government Business
Title	PRIMARY POC
Name	NICK CAPPOLETTI
Address	258 GENESEE ST, MEZZANINE LEVEL, UTICA, NY, 13502, USA

Past Performance	Information not Available

Filings since 2018-03-01

Form type	D/A
File number	021-300184
Filing date	2018-03-01
File	View File

Filings since 2017-12-06

Form type	D
File number	021-300184
Filing date	2017-12-06
File	View File

File	View Page
Three-digit plan number (PN)	501
Effective date of plan	2018-05-01
Business code	624100
Sponsor’s telephone number	3155652612
Plan sponsor’s mailing address	258 GENESEE ST, UTICA, NY, 135024636
Plan sponsor’s address	258 GENESEE ST, UTICA, NY, 135024636

Number of participants as of the end of the plan year

Active participants

843

Signature of

Role	Plan administrator
Date	2024-01-27
Name of individual signing	DEAN JOHNSTON
Valid signature	Filed with authorized/valid electronic signature
Role	Employer/plan sponsor
Date	2024-01-27
Name of individual signing	DEAN JOHNSTON
Valid signature	Filed with authorized/valid electronic signature

File	View Page
Three-digit plan number (PN)	501
Effective date of plan	2018-05-01
Business code	624100
Sponsor’s telephone number	3155652612
Plan sponsor’s mailing address	258 GENESEE ST, UTICA, NY, 135024636
Plan sponsor’s address	258 GENESEE ST, UTICA, NY, 135024636

Number of participants as of the end of the plan year

Active participants

802

Signature of

Role	Plan administrator
Date	2023-01-25
Name of individual signing	DEAN JOHNSTON
Valid signature	Filed with authorized/valid electronic signature
Role	Employer/plan sponsor
Date	2023-01-25
Name of individual signing	DEAN JOHNSTON
Valid signature	Filed with authorized/valid electronic signature

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2018-07-01
Business code	624100
Sponsor’s telephone number	3155521105
Plan sponsor’s address	258 GENESEE STREET, MEZZANINE LEVEL, UTICA, NY, 13502

Signature of

Role	Plan administrator
Date	2019-09-30
Name of individual signing	DEAN JOHNSTON