| Entity Name: | CORPORATE PLANS RETIREMENT STRATEGIES, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 19 Mar 2014 |
| Business ALEI: | 1135763 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 524298 - All Other Insurance Related Activities |
| Business address: | 80 Business Park Dr, Armonk, NY, 10504-1737, United States |
| Mailing address: | 80 Business Park Dr, 207, Armonk, NY, United States, 10504-1737 |
| ZIP code: | 06811 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | loliva@corporateplans.com |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | CORPORATE PLANS RETIREMENT STRATEGIES, LLC | 4605593 | NEW YORK |
| Name | Role | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|
| CARLO MARANO | Agent | 333 WESTCHESTER AVENUE, SOUTH BUILDING STE. 3302, WHITE PLAINS, CT, 10604, United States | +1 914-469-2244 | kenneth@serlucallc.com | 10 LAKECREST DRIVE, DANBURY, CT, 06811, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| PETER SWANSEN JR. | Officer | 333 WESTCHESTER AVENUE, SOUTH BUILDING, SUITE 3302, WHITE PLAINS, NY, 10604, United States | 41 ODESSA ROAD, MAHOPAC, NY, 10541, United States |
| BRIAN K VIESELMEYER | Officer | 333 WESTCHESTER AVENUE, SOUTH BUILDING, SUITE 3302, WHITE PLAINS, NY, 10604, United States | 84 CHAPEL ROAD, WACCABUC, NY, 10599, United States |
| GERALD M MIRRA | Officer | 333 WESTCHESTER AVENUE, SOUTH BUILDING, SUITE 3302, WHITE PLAINS, NY, 10604, United States | 2204 HAWTHORN WAY, NEW WINDSOR, NY, 12553, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012794764 | 2024-10-17 | 2024-10-17 | Change of Business Address | Business Address Change | No data |
| BF-0012765087 | 2024-09-11 | 2024-09-11 | Interim Notice | Interim Notice | No data |
| BF-0012228713 | 2024-01-17 | No data | Annual Report | Annual Report | No data |
| BF-0011196334 | 2023-01-17 | No data | Annual Report | Annual Report | No data |
| BF-0010288228 | 2022-02-25 | No data | Annual Report | Annual Report | 2022 |
| 0007127839 | 2021-02-05 | No data | Annual Report | Annual Report | 2021 |
| 0006825757 | 2020-03-11 | No data | Annual Report | Annual Report | 2020 |
| 0006390514 | 2019-02-18 | No data | Annual Report | Annual Report | 2019 |
| 0006025669 | 2018-01-22 | No data | Annual Report | Annual Report | 2018 |
| 0005781825 | 2017-03-03 | No data | Annual Report | Annual Report | 2017 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
