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LEVITSKY & BERNEY, P.C.

Company Details

Entity Name: LEVITSKY & BERNEY, P.C.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report past due
Date Formed: 07 Jan 1980
Business ALEI: 0100442
Annual report due: 07 Jan 2024
NAICS code: 541213 - Tax Preparation Services
Business address: ONE BRADLEY RD, WOODBRIDGE, CT, 06525, United States
Mailing address: ONE BRADLEY RD, Suite 301, WOODBRIDGE, CT, United States, 06525
ZIP code: 06525
County: New Haven
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: ASPADARO@L-BPC.COM

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEVITSKY & BERNEY, P. C. PROFIT SHARING PLAN 2022 061012254 2023-10-11 LEVITSKY & BERNEY, P. C. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s address 1 BRADLEY ROAD, SUITE 301, WOODBRIDGE, CT, 065252235
LEVITSKY & BERNEY, P. C. 401(K) PLAN 2021 061012254 2022-10-04 LEVITSKY & BERNEY, P. C. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s mailing address 1 BRADLEY ROAD, SUITE 301, WOODBRIDGE, CT, 06525
Plan sponsor’s address 1 BRADLEY ROAD, SUITE 301, WOODBRIDGE, CT, 06525

Number of participants as of the end of the plan year

Active participants 3
Number of participants with account balances as of the end of the plan year 3
LEVITSKY & BERNEY, P. C. 401(K) PLAN 2020 061012254 2021-10-12 LEVITSKY & BERNEY, P. C. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s mailing address 1 BRADLEY ROAD, SUITE 301, WOODBRIDGE, CT, 06525
Plan sponsor’s address 1 BRADLEY ROAD, SUITE 301, WOODBRIDGE, CT, 06525

Number of participants as of the end of the plan year

Active participants 3
Number of participants with account balances as of the end of the plan year 3
LEVITSKY & BERNEY, P. C. 401(K) PLAN 2019 061012254 2020-09-14 LEVITSKY & BERNEY, P. C. 4
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s mailing address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525
Plan sponsor’s address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525

Number of participants as of the end of the plan year

Active participants 3
Number of participants with account balances as of the end of the plan year 3
LEVITSKY & BERNEY, P. C. 401(K) PLAN 2018 061012254 2019-07-22 LEVITSKY & BERNEY, P. C. 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s mailing address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525
Plan sponsor’s address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525

Number of participants as of the end of the plan year

Active participants 4
Other retired or separated participants entitled to future benefits 1
Number of participants with account balances as of the end of the plan year 4
LEVITSKY & BERNEY, P. C. 401(K) PLAN 2017 061012254 2018-04-27 LEVITSKY & BERNEY, P. C. 10
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s mailing address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525
Plan sponsor’s address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525

Number of participants as of the end of the plan year

Active participants 5
Other retired or separated participants entitled to future benefits 2
Number of participants with account balances as of the end of the plan year 5
LEVITSKY & BERNEY, P. C. 401(K) PLAN 2016 061012254 2017-10-06 LEVITSKY & BERNEY, P. C. 11
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s mailing address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525
Plan sponsor’s address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525

Number of participants as of the end of the plan year

Active participants 10
Other retired or separated participants entitled to future benefits 2
Number of participants with account balances as of the end of the plan year 11
LEVITSKY & BERNEY, P. C. 401(K) PLAN 2015 061012254 2016-07-19 LEVITSKY & BERNEY, P. C. 13
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s mailing address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525
Plan sponsor’s address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525

Number of participants as of the end of the plan year

Active participants 11
Other retired or separated participants entitled to future benefits 2
Number of participants with account balances as of the end of the plan year 11
LEVITSKY & BERNEY, P. C. 401(K) PLAN 2014 061012254 2015-06-01 LEVITSKY & BERNEY, P. C. 13
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s mailing address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525
Plan sponsor’s address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525

Number of participants as of the end of the plan year

Active participants 13
Number of participants with account balances as of the end of the plan year 13
LEVITSKY & BERNEY, P. C. 401(K) PLAN 2013 061012254 2014-07-15 LEVITSKY & BERNEY, P. C. 15
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2033895371
Plan sponsor’s mailing address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525
Plan sponsor’s address 100 BRADLEY ROAD, WOODBRIDGE, CT, 06525

Number of participants as of the end of the plan year

Active participants 13
Number of participants with account balances as of the end of the plan year 13

Officer

Name Role Business address Phone E-Mail Residence address
Michael Spadaro Officer One Bradley Road, Suite 301, Woodbridge, CT, 06525, United States No data No data 53 Oak Ave, Madison, CT, 06443-2811, United States
ALPHONSE SPADARO JR. Officer ONE BRADLEY RD, SUITE 301, WOODBRIDGE, CT, 06525, United States +1 203-389-5371 aspadaro@l-bpc.com CT, 101 PEASE ROAD, WOODBRIDGE, CT, 06525, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
ALPHONSE SPADARO JR. Agent ONE BRADLEY RD, WOODBRIDGE, CT, 06525, United States ONE BRADLEY RD, SUITE 301, WOODBRIDGE, CT, 06525, United States +1 203-389-5371 aspadaro@l-bpc.com CT, 101 PEASE ROAD, WOODBRIDGE, CT, 06525, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0011078513 2023-01-03 No data Annual Report Annual Report No data
BF-0010175781 2022-01-05 No data Annual Report Annual Report 2022
BF-0010118970 2021-08-27 2021-08-27 Interim Notice Interim Notice No data
0007266531 2021-03-29 No data Annual Report Annual Report 2021
0006714055 2020-01-07 No data Annual Report Annual Report 2020
0006307052 2019-01-04 No data Annual Report Annual Report 2019
0006026804 2018-01-23 No data Annual Report Annual Report 2018
0005735875 2017-01-11 No data Annual Report Annual Report 2017
0005451439 2015-12-22 No data Annual Report Annual Report 2016
0005234949 2014-12-11 No data Annual Report Annual Report 2015

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website