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WHITTLESEY PC

Headquarter

Company Details

Entity Name: WHITTLESEY PC
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Date Formed: 03 Jan 1974 (Companies founded in January 1974)
Business ALEI: 0049681
Annual report due: 03 Jan 2025
NAICS code: 541211 - Offices of Certified Public Accountants
Business address: 280 Trumbull St, 24th Floor, Hartford, CT, 06103-3509, United States
Mailing address: 280 Trumbull St, 24th Floor, Hartford, CT, United States, 06103-3509
ZIP code: 06103 (Companies in Hartford, 06103)
County: Hartford
Place of Formation: CONNECTICUT
Total authorized shares: 10000
E-Mail: jhartland@wadvising.com

Links between entities

Type Company Name Company Number State
Headquarter of WHITTLESEY PC 4957821 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WHITTLESEY & HADLEY, P.C. 401(K) RETIREMENT AND SAVINGS PLAN 2015 060903326 2016-10-05 WHITTLESEY & HADLEY, P.C. 118
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1989-01-01
Business code 541211
Sponsor’s telephone number 8605223111
Plan sponsor’s address 280 TRUMBULL ST, 24TH FLOOR, HARTFORD, CT, 061033509

Signature of
Role Plan administrator
Date 2016-10-05
Name of individual signing ED JASON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-05
Name of individual signing ED JASON
Valid signature Filed with authorized/valid electronic signature
WHITTLESEY & HADLEY, P.C. 401(K) RETIREMENT AND SAVINGS PLAN 2014 060903326 2015-07-26 WHITTLESEY & HADLEY, P.C. 111
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1989-01-01
Business code 541211
Sponsor’s telephone number 8605223111
Plan sponsor’s address 280 TRUMBULL ST, 24TH FLOOR, HARTFORD, CT, 061033509

Signature of
Role Plan administrator
Date 2015-07-26
Name of individual signing ED JASON
Valid signature Filed with authorized/valid electronic signature
WHITTLESEY & HADLEY, P.C. 401(K) RETIREMENT AND SAVINGS PLAN 2013 060903326 2014-10-13 WHITTLESEY & HADLEY, P.C. 93
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1989-01-01
Business code 541211
Sponsor’s telephone number 8605223111
Plan sponsor’s address 280 TRUMBULL ST, 24TH FLOOR, HARTFORD, CT, 061033509

Signature of
Role Plan administrator
Date 2014-10-13
Name of individual signing ED JASON
Valid signature Filed with authorized/valid electronic signature
WHITTLESEY & HADLEY, P.C. 401(K) RETIREMENT AND SAVINGS PLAN 2012 060903326 2013-10-15 WHITTLESEY & HADLEY, P.C. 90
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1989-01-01
Business code 541211
Sponsor’s telephone number 8605223111
Plan sponsor’s address 147 CHARTER OAK AVE., HARTFORD, CT, 06106

Signature of
Role Plan administrator
Date 2013-10-15
Name of individual signing ED JASON
Valid signature Filed with authorized/valid electronic signature
WHITTLESEY & HADLEY, P.C. 401(K) RETIREMENT AND SAVINGS PLAN 2011 060903326 2012-10-11 WHITTLESEY & HADLEY, P.C. 91
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1989-01-01
Business code 541211
Sponsor’s telephone number 8605223111
Plan sponsor’s address 147 CHARTER OAK AVE., HARTFORD, CT, 06106

Plan administrator’s name and address
Administrator’s EIN 060903326
Plan administrator’s name WHITTLESEY & HADLEY, P.C.
Plan administrator’s address 147 CHARTER OAK AVE., HARTFORD, CT, 06106
Administrator’s telephone number 8605223111

Signature of
Role Plan administrator
Date 2012-10-11
Name of individual signing ED JASON
Valid signature Filed with authorized/valid electronic signature
WHITTLESEY & HADLEY, P.C. 401(K) RETIREMENT AND SAVINGS PLAN 2010 060903326 2011-08-01 WHITTLESEY & HADLEY, P.C. 96
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1989-01-01
Business code 541211
Sponsor’s telephone number 8605244428
Plan sponsor’s address 147 CHARTER OAK AVE., HARTFORD, CT, 06106

Plan administrator’s name and address
Administrator’s EIN 060903326
Plan administrator’s name WHITTLESEY & HADLEY, P.C.
Plan administrator’s address 147 CHARTER OAK AVE., HARTFORD, CT, 06106
Administrator’s telephone number 8605244428

Signature of
Role Plan administrator
Date 2011-08-01
Name of individual signing ED JASON
Valid signature Filed with authorized/valid electronic signature
WHITTLESEY & HADLEY, P.C. 401(K) RETIREMENT & SAVINGS PLAN 2009 060903326 2010-07-26 WHITTLESEY & HADLEY, P.C. 84
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1989-01-01
Business code 541211
Sponsor’s telephone number 8605244438
Plan sponsor’s address 147 CHARTER OAK AVE., HARTFORD, CT, 06106

Plan administrator’s name and address
Administrator’s EIN 060903326
Plan administrator’s name WHITTLESEY & HADLEY, P.C.
Plan administrator’s address 147 CHARTER OAK AVE., HARTFORD, CT, 06106
Administrator’s telephone number 8605244438

Signature of
Role Plan administrator
Date 2010-07-23
Name of individual signing ED JASON
Valid signature Filed with authorized/valid electronic signature
WHITTLESEY & HADLEY, P.C. 401(K) RETIREMENT & SAVINGS PLAN 2009 060903326 2010-07-23 WHITTLESEY & HADLEY, P.C. 84
Three-digit plan number (PN) 003
Effective date of plan 1989-01-01
Business code 541211
Sponsor’s telephone number 8605244438
Plan sponsor’s address 147 CHARTER OAK AVE., HARTFORD, CT, 06106

Plan administrator’s name and address
Administrator’s EIN 060903326
Plan administrator’s name WHITTLESEY & HADLEY, P.C.
Plan administrator’s address 147 CHARTER OAK AVE., HARTFORD, CT, 06106
Administrator’s telephone number 8605244438

Signature of
Role Plan administrator
Date 2010-07-23
Name of individual signing ED JASON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
ANDREW G. ANDREWS Agent 280 TRUMBULL ST 24TH FLR, HARTFORD, CT, 06103, United States 280 TRUMBULL ST 24TH FLR, HARTFORD, CT, 06103, United States +1 860-906-2887 jhartland@wadvising.com 17 ORCHARD FARMS LANE, AVON, CT, 06001, United States

Officer

Name Role Business address Residence address
EDWARD G. SULLIVAN Officer 280 TRUMBULL STREET, 24TH FLOOR, HARTFORD, CT, 06103, United States 86 ROCKLEDGE DRIVE, SOUTH WINDSOR, CT, 06074, United States
ANDREW ANDREWS Officer 280 TRUMBULL STREET 24TH FLOOR, HARTFORD, CT, 06103, United States 17 ORCHARD FARMS LANE, AVON, CT, 06001, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
CPAP.0000561 CERTIFIED PUBLIC ACCOUNTING FIRM ACTIVE CURRENT 1986-11-18 2024-01-01 2024-12-31

History

Type Old value New value Date of change
Name change WHITTLESEY & HADLEY, P. C. WHITTLESEY PC 2017-12-18

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012218577 2023-12-06 No data Annual Report Annual Report No data
BF-0011088633 2023-01-12 No data Annual Report Annual Report No data
BF-0010175501 2022-01-13 No data Annual Report Annual Report 2022
0007190519 2021-02-25 No data Annual Report Annual Report 2021
0006722903 2020-01-15 No data Annual Report Annual Report 2020
0006341850 2019-01-28 No data Annual Report Annual Report 2019
0006105790 2018-03-05 No data Annual Report Annual Report 2018
0005987505 2017-12-18 2017-12-18 Amendment Amend Name No data
0005987511 2017-12-18 2017-12-18 Change of Agent Agent Change No data
0005758365 2017-02-01 No data Annual Report Annual Report 2017

Related by officers

ANDREW G. ANDREWS

BLISS HOUSE ASSOCIATES, LLC NORTHEAST ASSET ADVISORS, LLC CHARTER OAK RESOURCES, LLC W & H ADVISORY SERVICES, LLC

ANDREW ANDREWS

SAINT GEORGE ENDOWMENT FUND, INC.

Related by address

No related companies by address

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website

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