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WASHINGTON MONTESSORI ASSOCIATION, INC.

Company Details

Entity Name: WASHINGTON MONTESSORI ASSOCIATION, INC.
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 09 Jun 1970 (Companies founded in June 1970)
Business ALEI: 0069998
Annual report due: 09 Jun 2025
NAICS code: 611110 - Elementary and Secondary Schools
Business address: 240 Litchfield Turnpike, New Preston, CT, 06777, United States
Mailing address: 240 Litchfield Turnpike, New Preston, CT, United States, 06777
ZIP code: 06777 (Companies in Litchfield, 06777)
County: Litchfield
Place of Formation: CONNECTICUT
E-Mail: afenton@washingtonmontessori.org

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WASHINGTON MONTESSORI ASSOCIATION 403(B) DC PLAN 2022 237100723 2023-12-15 WASHINGTON MONTESSORI ASSOCIATION, INC. 112
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 067772005

Signature of

Role Plan administrator
Date 2023-12-15
Name of individual signing LAUNA SCHWEIZER
Valid signature Filed with authorized/valid electronic signature
WASHINGTON MONTESSORI ASSOCIATION 403(B) DC PLAN 2021 237100723 2023-01-20 WASHINGTON MONTESSORI ASSOCIATION, INC. 112
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 067772005

Signature of

Role Plan administrator
Date 2023-01-20
Name of individual signing LAUNA SCHWEIZER
Valid signature Filed with authorized/valid electronic signature
WASHINGTON MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 237100723 2022-02-24 WASHINGTON MONTESSORI ASSOCIATION, INC. 104
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 067772005

Signature of

Role Plan administrator
Date 2022-02-24
Name of individual signing DAVID NEWMAN
Valid signature Filed with authorized/valid electronic signature
WASHINGTON MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 237100723 2021-03-31 WASHINGTON MONTESSORI ASSOCIATION, INC. 79
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 067772005
WASHINGTON MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 237100723 2019-12-20 WASHINGTON MONTESSORI ASSOCIATION, INC. 82
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 067772005
WASHINGTON MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 237100723 2019-02-14 WASHINGTON MONTESSORI ASSOCIATION, INC. 82
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 067772005
WASHINGTON MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 237100723 2018-02-26 WASHINGTON MONTESSORI ASSOCIATION, INC. 80
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 067772005
WASHINGTON MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 237100723 2017-01-23 WASHINGTON MONTESSORI ASSOCIATION, INC. 76
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 067772005

Signature of

Role Plan administrator
Date 2017-01-20
Name of individual signing CAROL BEEBE-MESTEL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-01-20
Name of individual signing CAROL BEEBE-MESTEL
Valid signature Filed with authorized/valid electronic signature
WASHINGTON MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 237100723 2016-01-25 WASHINGTON MONTESSORI ASSOCIATION, INC. 79
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 067770677

Signature of

Role Plan administrator
Date 2016-01-22
Name of individual signing CAROL BEEBE-MESTEL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-01-22
Name of individual signing CAROL BEEBE-MESTEL
Valid signature Filed with authorized/valid electronic signature
WASHINGTON MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 237100723 2014-11-17 WASHINGTON MONTESSORI ASSOCIATION, INC. 83
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 06777

Signature of

Role Plan administrator
Date 2014-11-17
Name of individual signing CAROL BEEBE-MESTEL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-11-17
Name of individual signing CAROL BEEBE-MESTEL
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
CARMODY TORRANCE SANDAK & HENNESSEY LLP Agent

Officer

Name Role Business address Residence address
Anne Fenton Officer 240 Litchfield Turnpike, New Preston, CT, 06777, United States 1055 Washington Woodbury Rd, Roxbury, CT, 06783-1201, United States
Launa Schweizer Officer 240 Litchfield Turnpike, New Preston, CT, 06777, United States 44 South Street, Litchfield, CT, 06759, United States

Director

Name Role Residence address
Jeremy Lacasse Director 38 Academy Hill Rd, Watertown, CT, 06795, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
CHR.0059385-EXEMPT PUBLIC CHARITY-EXEMPT FROM FINANCIAL REQUIREMENTS ACTIVE CURRENT 2016-01-21 2016-01-21 No data

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012046215 2024-05-13 No data Annual Report Annual Report No data
BF-0011082285 2023-05-12 No data Annual Report Annual Report No data
BF-0010230999 2022-08-03 No data Annual Report Annual Report 2022
BF-0009755393 2021-08-19 No data Annual Report Annual Report No data
0007247320 2021-03-22 No data Annual Report Annual Report 2020
0006683715 2019-11-20 No data Annual Report Annual Report 2019
0006245784 2018-09-13 No data Annual Report Annual Report 2018
0005857572 2017-06-06 No data Annual Report Annual Report 2016
0005857724 2017-06-06 No data Annual Report Annual Report 2017
0005357781 2015-06-30 No data Annual Report Annual Report 2015

Date of last update: 18 Nov 2024

Sources: Connecticut's Official State Website