| Name: | PRISM PLANNING AND SOLUTIONS GROUP, LLC |
| Jurisdiction: | New York |
| Legal type: | FOREIGN LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 09 Oct 2020 (4 years ago) (Companies founded in October 2020) |
| Entity Number: | 5854594 |
| ZIP code: | 95833 (Companies in Westchester, 95833) |
| County: | Westchester |
| Place of Formation: | Delaware |
| Address: | 2804 GATEWAY OAKS DR. #100, SACRAMENTO, CA, United States, 95833 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PRISM PLANNING AND SOLUTIONS GROUP, LLC 401(K) PLAN | 2023 | 853391048 | 2024-05-03 | PRISM PLANNING AND SOLUTIONS GROUP, LLC | 6 | |||||||||||||||||||||||||||||
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| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-03 |
| Name of individual signing | QIAN LIU |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9148313050 |
| Plan sponsor’s address | 777 WESTCHESTER AVENUE, SUITE 101, WHITE PLAINS, NY, 10604 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-27 |
| Name of individual signing | CHRISTINE RIMER |
| Name | Role | Address |
|---|---|---|
| C/O PARACORP INCORPORATED | DOS Process Agent | 2804 GATEWAY OAKS DR. #100, SACRAMENTO, CA, United States, 95833 |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 210303000759 | 2021-03-03 | CERTIFICATE OF PUBLICATION | 2021-03-03 |
| 201009000606 | 2020-10-09 | APPLICATION OF AUTHORITY | 2020-10-09 |
Date of last update: 21 Nov 2024
Sources: New York Secretary of State
