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Coburn Financial, Inc.

Headquarter

Company Details

Entity Name: Coburn Financial, Inc.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 07 Dec 1948 (Companies founded in December 1948)
Business ALEI: 0082402
Annual report due: 07 Dec 2024
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 13 Woodchuck Hill Rd, West Simsbury, CT, 06092-2322, United States
Mailing address: P.O. Box 97, SIMSBURY, CT, United States, 06070
ZIP code: 06092 (Companies in Hartford, 06092)
County: Hartford
Place of Formation: CONNECTICUT
Total authorized shares: 420000
E-Mail: ederway@coburnfinancial.com

Links between entities

Type Company Name Company Number State
Headquarter of Coburn Financial, Inc. 3201874 NEW YORK

Central Index Key

CIK number Mailing Address Business Address Phone
21319 1 OLD MILL LANE, 225 ASYLUM STREET 15TH FL, SIMSBURY, CT, 06070 1 OLD MILL LANE, 225 ASYLUM STREET 15TH FL, SIMSBURY, CT, 06070 860-784-2603

Filings since 2021-04-05
Form type FOCUSN
File number 008-02474
Filing date 2021-04-05
Reporting date 2020-12-31
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Filings since 2020-03-04
Form type X-17A-5
File number 008-02474
Filing date 2020-03-04
Reporting date 2019-12-31
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Filings since 2020-03-04
Form type X-17A-5
File number 008-02474
Filing date 2020-03-04
Reporting date 2018-12-31
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Filings since 2018-02-28
Form type X-17A-5
File number 008-02474
Filing date 2018-02-28
Reporting date 2017-12-31
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Filings since 2017-05-05
Form type X-17A-5/A
File number 008-02474
Filing date 2017-05-05
Reporting date 2016-12-31
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Filings since 2017-03-01
Form type X-17A-5
File number 008-02474
Filing date 2017-03-01
Reporting date 2016-12-31
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Filings since 2016-02-29
Form type X-17A-5
File number 008-02474
Filing date 2016-02-29
Reporting date 2015-12-31
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Filings since 2015-03-02
Form type X-17A-5
File number 008-02474
Filing date 2015-03-02
Reporting date 2014-12-31
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Filings since 2014-02-27
Form type X-17A-5
File number 008-02474
Filing date 2014-02-27
Reporting date 2013-12-31
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Filings since 2013-03-01
Form type X-17A-5
File number 008-02474
Filing date 2013-03-01
Reporting date 2012-12-31
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Filings since 2012-02-24
Form type X-17A-5
File number 008-02474
Filing date 2012-02-24
Reporting date 2011-12-31
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Filings since 2011-03-02
Form type X-17A-5
File number 008-02474
Filing date 2011-03-02
Reporting date 2010-12-31
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Filings since 2010-01-29
Form type X-17A-5/A
File number 008-02474
Filing date 2010-01-29
Reporting date 2009-10-31
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Filings since 2009-12-31
Form type X-17A-5
File number 008-02474
Filing date 2009-12-31
Reporting date 2009-10-31
File View File

Filings since 2009-01-05
Form type X-17A-5
File number 008-02474
Filing date 2009-01-05
Reporting date 2008-10-31
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Filings since 2007-12-27
Form type X-17A-5
File number 008-02474
Filing date 2007-12-27
Reporting date 2007-10-31
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Filings since 2006-12-27
Form type X-17A-5
File number 008-02474
Filing date 2006-12-27
Reporting date 2006-10-31
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Filings since 2006-04-24
Form type X-17A-5/A
File number 008-02474
Filing date 2006-04-24
Reporting date 2005-10-31
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Filings since 2006-02-13
Form type X-17A-5
File number 008-02474
Filing date 2006-02-13
Reporting date 2005-12-31
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Filings since 2005-12-28
Form type X-17A-5
File number 008-02474
Filing date 2005-12-28
Reporting date 2005-10-31
File View File

Filings since 2004-12-27
Form type X-17A-5
File number 008-02474
Filing date 2004-12-27
Reporting date 2004-10-31
File View File

Filings since 2004-01-05
Form type X-17A-5
File number 008-02474
Filing date 2004-01-05
Reporting date 2003-10-31
File View File

Filings since 2003-01-21
Form type X-17A-5
File number 008-02474
Filing date 2003-01-21
Reporting date 2002-10-31
File View File

Filings since 2002-01-14
Form type X-17A-5
File number 008-02474
Filing date 2002-01-14
Reporting date 2001-10-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COBURN & MEREDITH, INC. 401(K) PROFIT SHARING PLAN 2023 060634693 2024-10-09 COBURN & MEREDITH, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-10-01
Business code 523120
Sponsor’s telephone number 8607842601
Plan sponsor’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070

Plan administrator’s name and address
Administrator’s EIN 060634693
Plan administrator’s name COBURN & MEREDITH, INC.
Plan administrator’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070
Administrator’s telephone number 8607842601

Signature of
Role Plan administrator
Date 2024-10-09
Name of individual signing DAVID COBURN
Valid signature Filed with authorized/valid electronic signature
COBURN & MEREDITH, INC. 401(K) PROFIT SHARING PLAN 2022 060634693 2023-10-16 COBURN & MEREDITH, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-10-01
Business code 523120
Sponsor’s telephone number 8607842601
Plan sponsor’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070

Plan administrator’s name and address
Administrator’s EIN 060634693
Plan administrator’s name COBURN & MEREDITH, INC.
Plan administrator’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070
Administrator’s telephone number 8607842601

Signature of
Role Plan administrator
Date 2023-10-16
Name of individual signing DAVID COBURN
Valid signature Filed with authorized/valid electronic signature
COBURN & MEREDITH, INC. 401(K) PROFIT SHARING PLAN 2021 060634693 2022-10-06 COBURN & MEREDITH, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-10-01
Business code 523120
Sponsor’s telephone number 8607842601
Plan sponsor’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070

Plan administrator’s name and address
Administrator’s EIN 060634693
Plan administrator’s name COBURN & MEREDITH, INC.
Plan administrator’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070
Administrator’s telephone number 8607842601

Signature of
Role Plan administrator
Date 2022-10-06
Name of individual signing DAVID COBURN
Valid signature Filed with authorized/valid electronic signature
COBURN & MEREDITH, INC. 401(K) PROFIT SHARING PLAN 2020 060634693 2021-10-11 COBURN & MEREDITH, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-10-01
Business code 523120
Sponsor’s telephone number 8607842601
Plan sponsor’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070

Plan administrator’s name and address
Administrator’s EIN 060634693
Plan administrator’s name COBURN & MEREDITH, INC.
Plan administrator’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070
Administrator’s telephone number 8607842601

Signature of
Role Plan administrator
Date 2021-10-11
Name of individual signing DAVID COBURN
Valid signature Filed with authorized/valid electronic signature
COBURN & MEREDITH, INC. 401(K) PROFIT SHARING PLAN 2019 060634693 2020-10-12 COBURN & MEREDITH, INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-10-01
Business code 523120
Sponsor’s telephone number 8607842601
Plan sponsor’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070

Plan administrator’s name and address
Administrator’s EIN 060634693
Plan administrator’s name COBURN & MEREDITH, INC.
Plan administrator’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070
Administrator’s telephone number 8607842601

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing DAVID COBURN
Valid signature Filed with authorized/valid electronic signature
COBURN & MEREDITH, INC. 401(K) PROFIT SHARING PLAN 2018 060634693 2019-10-10 COBURN & MEREDITH, INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-10-01
Business code 523120
Sponsor’s telephone number 8607842601
Plan sponsor’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070

Plan administrator’s name and address
Administrator’s EIN 060634693
Plan administrator’s name COBURN & MEREDITH, INC.
Plan administrator’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070
Administrator’s telephone number 8607842601

Signature of
Role Plan administrator
Date 2019-10-10
Name of individual signing DAVID COBURN
Valid signature Filed with authorized/valid electronic signature
COBURN & MEREDITH, INC. 401(K) PROFIT SHARING PLAN 2017 060634693 2018-10-04 COBURN & MEREDITH, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-10-01
Business code 523120
Sponsor’s telephone number 8607842601
Plan sponsor’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070

Plan administrator’s name and address
Administrator’s EIN 060634693
Plan administrator’s name COBURN & MEREDITH, INC.
Plan administrator’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070
Administrator’s telephone number 8607842601
COBURN & MEREDITH, INC. 401(K) PROFIT SHARING PLAN 2016 060634693 2017-10-10 COBURN & MEREDITH, INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-10-01
Business code 523120
Sponsor’s telephone number 8607842601
Plan sponsor’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070

Plan administrator’s name and address
Administrator’s EIN 060634693
Plan administrator’s name COBURN & MEREDITH, INC.
Plan administrator’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070
Administrator’s telephone number 8607842601
COBURN & MEREDITH, INC. 401(K) PROFIT SHARING PLAN 2015 060634693 2016-10-12 COBURN & MEREDITH, INC. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-10-01
Business code 523120
Sponsor’s telephone number 8607842601
Plan sponsor’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070

Plan administrator’s name and address
Administrator’s EIN 060634693
Plan administrator’s name COBURN & MEREDITH, INC.
Plan administrator’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070
Administrator’s telephone number 8607842601
COBURN & MEREDITH, INC. 401(K) PROFIT SHARING PLAN 2014 060634693 2015-10-15 COBURN & MEREDITH, INC. 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-10-01
Business code 523120
Sponsor’s telephone number 8607842601
Plan sponsor’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070

Plan administrator’s name and address
Administrator’s EIN 060634693
Plan administrator’s name COBURN & MEREDITH, INC.
Plan administrator’s address ONE OLD MILL LANE, SIMSBURY, CT, 06070
Administrator’s telephone number 8607842601

Signature of
Role Plan administrator
Date 2015-10-15
Name of individual signing DAVID COBURN
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
ELIZABETH C DERWAY Officer 13 Woodchuck Hill Rd, West Simsbury, CT, 06092-2322, United States 43 JUNIPER HILL RD, BLOOMFIELD, CT, 06002, United States
DAVE COBURN Officer 13 Woodchuck Hill Rd, West Simsbury, CT, 06092-2322, United States 13 Woodchuck Hill Rd, West Simsbury, CT, 06092-2322, United States

Director

Name Role Business address Residence address
ELIZABETH C DERWAY Director 13 Woodchuck Hill Rd, West Simsbury, CT, 06092-2322, United States 43 JUNIPER HILL RD, BLOOMFIELD, CT, 06002, United States
DAVE COBURN Director 13 Woodchuck Hill Rd, West Simsbury, CT, 06092-2322, United States 13 Woodchuck Hill Rd, West Simsbury, CT, 06092-2322, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Charles Houlihan Agent 75 West Street, Simsbury, CT, 06070-0582, United States PO Box 582, Simsbury, CT, 06070, United States +1 860-202-1170 charles@houlihan.law 2 Somerset Lane, Simsbury, CT, 06070, United States

History

Type Old value New value Date of change
Name change COBURN & MEREDITH, INC. Coburn Financial, Inc. 2022-05-18
Name change COBURN & LIBBY, INC. COBURN & MEREDITH, INC. 1977-03-18
Name change COBURN AND MIDDLEBROOK, INCORPORATED COBURN & LIBBY, INC. 1964-11-06

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0011078666 2023-11-16 No data Annual Report Annual Report No data
BF-0010690580 2022-11-07 No data Annual Report Annual Report No data
BF-0010598321 2022-05-18 2022-05-18 Name Change Amendment Certificate of Amendment No data
BF-0009841994 2022-05-18 No data Annual Report Annual Report No data
BF-0009533257 2022-05-17 No data Annual Report Annual Report 2020
0006676736 2019-11-11 No data Annual Report Annual Report 2017
0006676741 2019-11-11 No data Annual Report Annual Report 2018
0006676746 2019-11-11 No data Annual Report Annual Report 2019
0005693995 2016-11-11 No data Annual Report Annual Report 2016
0005453425 2015-12-28 No data Annual Report Annual Report 2015

Related by officers

Charles Houlihan

COBY, LLC DERBEE PROPERTIES, LLC MANORWAY, L.L.C. Parise Properties, LLC Jay Tillman M.D., LLC KMVGROUP AVON LLC

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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