| Entity Name: | DOHERTY, BEALS, & BANKS, P.C. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 13 Jul 1971 |
| Business ALEI: | 0118167 |
| Annual report due: | 13 Jul 2025 |
| NAICS code: | 812990 - All Other Personal Services |
| Business address: | 187 WILLIAMS ST, NEW LONDON, CT, 06320, United States |
| Mailing address: | 187 WILLIAMS ST, NEW LONDON, CT, United States, 06320 |
| ZIP code: | 06320 |
| County: | New London |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 5000 |
| E-Mail: | audreyleone@dbbcpa.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOHERTY, BEALS & BANKS, P.C. 401(K) PLAN | 2023 | 060872192 | 2024-05-22 | DOHERTY, BEALS & BANKS, P.C. | 10 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-05-22 |
| Name of individual signing | AUDREY LEONE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1990-01-01 |
| Business code | 541211 |
| Sponsor’s telephone number | 8604432033 |
| Plan sponsor’s address | 187 WILLIAMS STREET, NEW LONDON, CT, 06320 |
Signature of
| Role | Plan administrator |
| Date | 2023-09-12 |
| Name of individual signing | AUDREY LEONE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1990-01-01 |
| Business code | 541211 |
| Sponsor’s telephone number | 8604432033 |
| Plan sponsor’s address | 187 WILLIAMS STREET, NEW LONDON, CT, 06320 |
Signature of
| Role | Plan administrator |
| Date | 2022-08-01 |
| Name of individual signing | AUDREY LEONE |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| Audrey Leone | Agent | 187 WILLIAMS ST, NEW LONDON, CT, 06320, United States | 187 WILLIAMS ST, NEW LONDON, CT, 06320, United States | +1 860-443-2033 | audreyleone@dbbcpa.com | 187 WILLIAMS ST, NEW LONDON, CT, 06320, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| AUDREY A LEONE | Officer | 187 WILLIAMS ST, NEW LONDON, CT, 06320, United States | 41 STRAWBERRY ST, LISBON, CT, 06351, United States |
| STACEY L. GUALTIERI | Officer | 187 WILLIAMS STREET, NEW LONDON, CT, 06320, United States | 16 WAWECUS HILL ROAD, NORWICH, CT, 06360, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | DOHERTY AND COMPANY, PROFESSIONAL CORPORATION | DOHERTY, BEALS, & BANKS, P.C. | 1982-12-02 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012282439 | 2024-07-09 | No data | Annual Report | Annual Report | No data |
| BF-0011382364 | 2023-06-21 | No data | Annual Report | Annual Report | No data |
| BF-0010259998 | 2022-06-14 | No data | Annual Report | Annual Report | 2022 |
| BF-0009760186 | 2021-06-28 | No data | Annual Report | Annual Report | No data |
| 0006928473 | 2020-06-22 | No data | Annual Report | Annual Report | 2020 |
| 0006580876 | 2019-06-19 | No data | Annual Report | Annual Report | 2019 |
| 0006253068 | 2018-09-28 | 2018-09-28 | Interim Notice | Interim Notice | No data |
| 0006210364 | 2018-07-03 | No data | Annual Report | Annual Report | 2018 |
| 0005997338 | 2017-12-13 | 2017-12-13 | Change of Agent | Agent Change | No data |
| 0005886514 | 2017-07-12 | No data | Annual Report | Annual Report | 2017 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
