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  5. AMS PLANNING & RESEARCH CORP.

AMS PLANNING & RESEARCH CORP.

Headquarter
Date of last update: 14 Apr 2025. Data updated weekly.

Companies that start with "AMS"

Company Details

Entity Name: AMS PLANNING & RESEARCH CORP.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 04 Sep 1991
Business ALEI: 0265150
Annual report due: 04 Sep 2025
Business address: 107 JOHN STREET, SOUTHPORT, CT, 06890, United States
Mailing address: 107 JOHN STREET, SOUTHPORT, CT, United States, 06890
ZIP code: 06890
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: alane@ams-online.com

Small and Minority Owned Details

Certification Type: SBE
Class Description: No minority race/ethnicity identified
Woman Owned: Not Identified as Women-Owned
Disabled Owned: Not disabled-owned
Active Date: 2025-02-09
Expiration Date: 2027-02-09
Status: Certified
Product: Consulting for the Arts Culture and Entertainment Industries
Number Of Employees: 12

Industry & Business Activity

NAICS

541611 Administrative Management and General Management Consulting Services

This U.S. industry comprises establishments primarily engaged in providing operating advice and assistance to businesses and other organizations on administrative management issues, such as financial planning and budgeting, equity and asset management, records management, office planning, strategic and organizational planning, site selection, new business start-up, and business process improvement. This industry also includes establishments of general management consultants that provide a full range of administrative, human resource, marketing, process, physical distribution, logistics, or other management consulting services to clients. Learn more at the U.S. Census Bureau

Companies doing Administrative management and general management consulting services

Links between entities

Type Company Name Company Number State
Headquarter of AMS PLANNING & RESEARCH CORP., NEW YORK 3188731 NEW YORK
Headquarter of AMS PLANNING & RESEARCH CORP., FLORIDA F96000002465 FLORIDA

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
J987DN8N3BX8 2025-04-08 107 JOHN ST, STE 300, SOUTHPORT, CT, 06890, 1466, USA PO BOX 423, SOUTHPORT, CT, 06890, 0423, USA

Business Information
URL ams-online.com
Congressional District 04
State/Country of Incorporation CT, USA
Activation Date 2024-04-10
Initial Registration Date 2004-06-25
Entity Start Date 1991-09-04
Fiscal Year End Close Date Dec 31

Service Classifications
NAICS Codes 541611

Points of Contacts
Electronic Business
Title PRIMARY POC
Name ANDREW S LANE
Address 107 JOHN STREET, SOUTHPORT, CT, 06890, USA
Government Business
Title PRIMARY POC
Name ANDREW S LANE
Address 107 JOHN STREET, SOUTHPORT, CT, 06890, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
AMS PLANNING & RESEARCH CORP. 401(K) PLAN 2023 061325544 2024-08-12 AMS PLANNING & RESEARCH CORP. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541990
Sponsor’s telephone number 2032561616
Plan sponsor’s address 107 JOHN STREET, SUITE 1E, SOUTHPORT, CT, 06890
AMS PLANNING & RESEARCH CORP. 401(K) PLAN 2022 061325544 2023-09-25 AMS PLANNING & RESEARCH CORP. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541990
Sponsor’s telephone number 2032561616
Plan sponsor’s address 107 JOHN STREET, SUITE 1E, SOUTHPORT, CT, 06890
AMS PLANNING & RESEARCH CORP. 401(K) PLAN 2021 061325544 2022-10-17 AMS PLANNING & RESEARCH CORP. 15
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541990
Sponsor’s telephone number 2032561616
Plan sponsor’s address 107 JOHN STREET, SUITE 1E, SOUTHPORT, CT, 06890
AMS PLANNING & RESEARCH CORP. 401(K) PLAN 2021 061325544 2022-10-24 AMS PLANNING & RESEARCH CORP. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541990
Sponsor’s telephone number 2032561616
Plan sponsor’s address 107 JOHN STREET, SUITE 1E, SOUTHPORT, CT, 06890
AMS PLANNING & RESEARCH CORP. 401(K) PLAN 2020 061325544 2021-10-07 AMS PLANNING & RESEARCH CORP. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541990
Sponsor’s telephone number 2032561616
Plan sponsor’s address 107 JOHN STREET, SUITE 1E, SOUTHPORT, CT, 06890
AMS PLANNING & RESEARCH CORP. 401(K) PLAN 2019 061325544 2020-09-29 AMS PLANNING & RESEARCH CORP. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541990
Sponsor’s telephone number 2032561616
Plan sponsor’s address 107 JOHN STREET, SUITE 1E, SOUTHPORT, CT, 06890
AMS PLANNING & RESEARCH CORP. 401(K) PLAN 2018 061325544 2019-08-26 AMS PLANNING & RESEARCH CORP. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541990
Sponsor’s telephone number 2032561616
Plan sponsor’s address 107 JOHN STREET, SUITE 1E, SOUTHPORT, CT, 06890
AMS PLANNING & RESEARCH CORP. 401(K) PLAN 2017 061325544 2018-09-18 AMS PLANNING & RESEARCH CORP. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541990
Sponsor’s telephone number 2032561616
Plan sponsor’s address 107 JOHN STREET, SUITE 1E, SOUTHPORT, CT, 06890
AMS PLANNING & RESEARCH CORP. 401(K) PLAN 2016 061325544 2017-10-12 AMS PLANNING & RESEARCH CORP. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 541990
Sponsor’s telephone number 2032561616
Plan sponsor’s address 107 JOHN STREET, SUITE 1E, SOUTHPORT, CT, 06890
AMS PLANNING & RESEARCH CORP. 401(K) PLAN 2015 061325544 2016-10-11 AMS PLANNING & RESEARCH CORP. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 2032561616
Plan sponsor’s address 107 JOHN STREET, SUITE 1 E, SOUTHPORT, CT, 06890

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
STEVEN A WOLFF Agent 107 JOHN STREET, SOUTHPORT, CT, 06890, United States 107 JOHN STREET, SOUTHPORT, CT, 06890, United States +1 203-326-0928 alane@ams-online.com 17 PAULDING ST., FAIRFIELD, CT, 06824, United States

Officer

Name Role Business address Residence address
STEVEN WOLFF Officer 107 JOHN STREET, SOUTHPORT, CT, 06890, United States 17 PAULING ST, FAIRFIELD, CT, United States
GAIL WOLFF Officer 107 JOHN STREET, SOUTHPORT, CT, 06890, United States 17 PAULDING ST., FAIRFIELD, CT, 06824, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012266248 2024-08-05 - Annual Report Annual Report -
BF-0011389344 2023-08-07 - Annual Report Annual Report -
BF-0010207103 2022-08-08 - Annual Report Annual Report 2022
BF-0009814279 2021-09-23 - Annual Report Annual Report -
0006974283 2020-09-08 - Annual Report Annual Report 2020
0006615085 2019-08-06 - Annual Report Annual Report 2019
0006546955 2019-04-30 - Change of Agent Address Agent Address Change -
0006239944 2018-08-30 - Annual Report Annual Report 2018
0006167556 2018-04-23 - Annual Report Annual Report 2017
0005660299 2016-09-29 - Annual Report Annual Report 2016

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5651228309 2021-01-25 0156 PPS 107 John St Ste 1E, Southport, CT, 06890-1466
Loan Status Date 2021-09-17
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 159512.5
Loan Approval Amount (current) 159512.5
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46391
Servicing Lender Name Manufacturers and Traders Trust Company
Servicing Lender Address One M & T Plaza, 15th Fl, BUFFALO, NY, 14203
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Southport, FAIRFIELD, CT, 06890-1466
Project Congressional District CT-04
Number of Employees 11
NAICS code 541613
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 15793
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address Bridgeport, CT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 160294.77
Forgiveness Paid Date 2021-08-02
6991257007 2020-04-07 0156 PPP 107 JOHN ST Suite 1E, SOUTHPORT, CT, 06890-1436
Loan Status Date 2020-12-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 159100
Loan Approval Amount (current) 159100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46391
Servicing Lender Name Manufacturers and Traders Trust Company
Servicing Lender Address One M & T Plaza, 15th Fl, BUFFALO, NY, 14203
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address SOUTHPORT, FAIRFIELD, CT, 06890-1436
Project Congressional District CT-04
Number of Employees 10
NAICS code 541613
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 15793
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address Bridgeport, CT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 160050.24
Forgiveness Paid Date 2020-11-27

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P0621643 AMS PLANNING & RESEARCH CORP - J987DN8N3BX8 107 JOHN ST, STE 300, SOUTHPORT, CT, 06890-1466
Capabilities Statement Link -
Phone Number 203-256-1616
Fax Number -
E-mail Address alane@ams-online.com
WWW Page ams-online.com
E-Commerce Website http://www.ams-online.com
Contact Person ANDREW LANE
County Code (3 digit) 001
Congressional District 04
Metropolitan Statistical Area -
CAGE Code 3XFH8
Year Established 1991
Accepts Government Credit Card No
Legal Structure Subchapter S Corporation
Ownership and Self-Certifications -
Business Development Servicing Office CONNECTICUT DISTRICT OFFICE (SBA office code 0156)
Capabilities Narrative Founded in the belief that arts, culture and entertainment enhance people's daily lives and the communities in which they live. Our services include feasibility stdies, business planning, audience & market research, and community planning.
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords arts, entertainment, evaluation, consulting, stategic planning, OD, market research, business plans, arts centers
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

Current Principals
Name Steven Wolff
Role Principal
Name Robert Bailey
Role Principal

SBA Federal Certifications
HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels
Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS
Primary Yes
Code 541611
NAICS Code's Description Administrative Management and General Management Consulting Services
Buy Green Yes

Export Profile (Trade Mission Online)
Exporter Wants
Export Business Activities Consultant
Exporting to Canada; China
Desired Export Business Relationships Joint venture/coventure, Wholly owned subsidiaries/branches, Alliances
Description of Export Objective(s) arts and entertainment consulting, market research, cultural planning

Performance History (References)
Name Evaluation of the Jazz Ambassadors Program
Contract S-LMAQM-C-00086
Start 2003-09-30
End 2005-12-31
Value 250,000
Contact Ted knicker
Phone 202-205-1975

Companies created on the same day 04 Sep 1991

WALLINGFORD HISTORIC PRESERVATION TRUST, INC. SHAKER'S LINCOLN/MERCURY AUTO CARE, INC.
See something incorrect or outdated? Let us know

Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information

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