| Entity Name: | AVITY INVESTMENT MANAGEMENT INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 20 Jan 1983 |
| Business ALEI: | 0138647 |
| Annual report due: | 20 Jan 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 80 FIELD POINT ROAD, GREENWICH, CT, 06830, United States |
| Mailing address: | 80 FIELD POINT ROAD, GREENWICH, CT, United States, 06830 |
| ZIP code: | 06830 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 1000 |
| E-Mail: | cco@avityim.com |
| CIK number | Mailing Address | Business Address | Phone | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 926834 | 80 FIELD POINT ROAD, GREENWICH, CT, 06830 | 80 FIELD POINT ROAD, GREENWICH, CT, 06830 | 203-629-2800 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2024-10-10 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-07-11
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2024-07-11 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-16
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2024-04-16 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-11
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2024-01-11 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-18
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2023-10-18 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-17
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2023-07-17 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-18
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2023-04-18 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-12
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2023-01-12 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-13
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2022-10-13 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-13
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2022-07-13 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-19
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2022-04-19 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-14
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2022-01-14 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-13
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2021-10-13 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-13
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2021-07-13 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-15
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2021-04-15 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-01-15
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2021-01-15 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-10-08
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2020-10-08 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-07-15
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2020-07-15 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-09
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2020-04-09 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-15
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2020-01-15 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-10
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2019-10-10 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-07-22
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2019-07-22 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-04-12
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2019-04-12 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-01-22
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2019-01-22 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-10-18
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2018-10-18 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-07-20
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2018-07-20 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-04-19
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2018-04-19 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-01-10
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2018-01-10 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-10-20
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2017-10-20 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-07-11
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2017-07-11 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-04-10
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2017-04-10 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-01-17
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2017-01-17 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-10-11
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2016-10-11 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-07-13
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2016-07-13 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-04-18
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2016-04-18 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-01-07
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2016-01-07 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-10-22
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2015-10-22 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-07-16
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2015-07-16 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-04-21
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2015-04-21 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-01-21
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2015-01-21 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-11-06
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2014-11-06 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2014-07-15
| Form type | 13F-HR/A |
| File number | 028-03587 |
| Filing date | 2014-07-15 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-07-11
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2014-07-11 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-04-22
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2014-04-22 |
| Reporting date | 2014-03-31 |
| File | View File |
Filings since 2014-02-05
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2014-02-05 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-10-10
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2013-10-10 |
| Reporting date | 2013-09-30 |
| File | View File |
Filings since 2013-08-23
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2013-08-23 |
| Reporting date | 2013-06-30 |
| File | View File |
Filings since 2013-04-18
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2013-04-18 |
| Reporting date | 2013-03-31 |
| File | View File |
Filings since 2013-02-01
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2013-02-01 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2012-10-15
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2012-10-15 |
| Reporting date | 2012-09-30 |
| File | View File |
Filings since 2012-07-25
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2012-07-25 |
| Reporting date | 2012-06-30 |
| File | View File |
Filings since 2012-04-20
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2012-04-20 |
| Reporting date | 2012-03-31 |
| File | View File |
Filings since 2012-02-07
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2012-02-07 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2011-10-27
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2011-10-27 |
| Reporting date | 2011-09-30 |
| File | View File |
Filings since 2011-07-20
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2011-07-20 |
| Reporting date | 2011-06-30 |
| File | View File |
Filings since 2011-04-18
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2011-04-18 |
| Reporting date | 2011-03-31 |
| File | View File |
Filings since 2011-01-20
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2011-01-20 |
| Reporting date | 2010-12-31 |
| File | View File |
Filings since 2010-10-13
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2010-10-13 |
| Reporting date | 2010-09-30 |
| File | View File |
Filings since 2010-07-14
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2010-07-14 |
| Reporting date | 2010-06-30 |
| File | View File |
Filings since 2010-04-23
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2010-04-23 |
| Reporting date | 2010-03-31 |
| File | View File |
Filings since 2010-01-27
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2010-01-27 |
| Reporting date | 2009-12-31 |
| File | View File |
Filings since 2009-10-13
| Form type | 13F-HR/A |
| File number | 028-03587 |
| Filing date | 2009-10-13 |
| Reporting date | 2009-09-30 |
| File | View File |
Filings since 2009-07-13
| Form type | 13F-HR/A |
| File number | 028-03587 |
| Filing date | 2009-07-13 |
| Reporting date | 2009-06-30 |
| File | View File |
Filings since 2009-04-08
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2009-04-08 |
| Reporting date | 2009-03-31 |
| File | View File |
Filings since 2009-01-21
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2009-01-21 |
| Reporting date | 2008-12-31 |
| File | View File |
Filings since 2008-11-25
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2008-11-25 |
| Reporting date | 2008-09-30 |
| File | View File |
Filings since 2008-09-09
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2008-09-09 |
| Reporting date | 2008-06-30 |
| File | View File |
Filings since 2008-04-08
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2008-04-08 |
| Reporting date | 2008-03-31 |
| File | View File |
Filings since 2008-01-07
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2008-01-07 |
| Reporting date | 2007-12-31 |
| File | View File |
Filings since 2007-10-04
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2007-10-04 |
| Reporting date | 2007-09-30 |
| File | View File |
Filings since 2007-07-03
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2007-07-03 |
| Reporting date | 2007-06-30 |
| File | View File |
Filings since 2007-04-02
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2007-04-02 |
| Reporting date | 2007-03-31 |
| File | View File |
Filings since 2007-01-03
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2007-01-03 |
| Reporting date | 2006-12-31 |
| File | View File |
Filings since 2006-10-03
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2006-10-03 |
| Reporting date | 2006-09-30 |
| File | View File |
Filings since 2006-07-03
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2006-07-03 |
| Reporting date | 2006-06-30 |
| File | View File |
Filings since 2006-04-05
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2006-04-05 |
| Reporting date | 2006-03-31 |
| File | View File |
Filings since 2006-01-06
| Form type | 13F-HR/A |
| File number | 028-03587 |
| Filing date | 2006-01-06 |
| Reporting date | 2005-12-31 |
| File | View File |
Filings since 2006-01-05
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2006-01-05 |
| Reporting date | 2005-12-31 |
| File | View File |
Filings since 2005-10-03
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2005-10-03 |
| Reporting date | 2005-09-30 |
| File | View File |
Filings since 2005-07-01
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2005-07-01 |
| Reporting date | 2005-06-30 |
| File | View File |
Filings since 2005-04-04
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2005-04-04 |
| Reporting date | 2005-03-31 |
| File | View File |
Filings since 2005-01-03
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2005-01-03 |
| Reporting date | 2004-12-31 |
| File | View File |
Filings since 2004-10-05
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2004-10-05 |
| Reporting date | 2004-09-30 |
| File | View File |
Filings since 2004-07-01
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2004-07-01 |
| Reporting date | 2004-06-30 |
| File | View File |
Filings since 2004-04-01
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2004-04-01 |
| Reporting date | 2004-03-31 |
| File | View File |
Filings since 2004-01-06
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2004-01-06 |
| Reporting date | 2003-12-31 |
| File | View File |
Filings since 2003-10-06
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2003-10-06 |
| Reporting date | 2003-09-30 |
| File | View File |
Filings since 2003-07-01
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2003-07-01 |
| Reporting date | 2003-06-30 |
| File | View File |
Filings since 2003-04-02
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2003-04-02 |
| Reporting date | 2003-03-31 |
| File | View File |
Filings since 2003-01-13
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2003-01-13 |
| Reporting date | 2002-12-31 |
| File | View File |
Filings since 2002-10-02
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2002-10-02 |
| Reporting date | 2002-09-30 |
| File | View File |
Filings since 2002-07-08
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2002-07-08 |
| Reporting date | 2002-06-30 |
| File | View File |
Filings since 2002-04-02
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2002-04-02 |
| Reporting date | 2002-03-31 |
| File | View File |
Filings since 2002-01-03
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2002-01-03 |
| Reporting date | 2001-12-31 |
| File | View File |
Filings since 2001-10-10
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2001-10-10 |
| Reporting date | 2001-09-30 |
| File | View File |
Filings since 2001-07-13
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2001-07-13 |
| Reporting date | 2001-06-30 |
| File | View File |
Filings since 2001-07-13
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2001-07-13 |
| Reporting date | 2001-06-30 |
| File | View File |
Filings since 2001-04-03
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2001-04-03 |
| Reporting date | 2001-03-31 |
| File | View File |
Filings since 2001-01-11
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2001-01-11 |
| Reporting date | 2000-12-31 |
| File | View File |
Filings since 2000-10-19
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2000-10-19 |
| Reporting date | 2000-09-30 |
| File | View File |
Filings since 2000-07-05
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2000-07-05 |
| Reporting date | 2000-06-30 |
| File | View File |
Filings since 2000-04-04
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2000-04-04 |
| Reporting date | 2000-03-31 |
Filings since 2000-01-04
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 2000-01-04 |
| Reporting date | 1999-12-31 |
Filings since 1999-10-08
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 1999-10-08 |
| Reporting date | 1999-09-30 |
Filings since 1999-07-27
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 1999-07-27 |
| Reporting date | 1999-06-30 |
Filings since 1999-04-16
| Form type | 13F-HR |
| File number | 028-03587 |
| Filing date | 1999-04-16 |
| Reporting date | 1999-03-31 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AVITY INVESTMENT MANAGEMENT INC. RETIREMENT PLAN | 2023 | 132651907 | 2024-04-23 | AVITY INVESTMENT MANAGEMENT INC. | 8 | |||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||
| AVITY INVESTMENT MANAGEMENT INC. RETIREMENT PLAN | 2022 | 132651907 | 2023-05-01 | AVITY INVESTMENT MANAGEMENT INC. | 8 | |||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||
| AVITY INVESTMENT MANAGEMENT INC. RETIREMENT PLAN | 2021 | 132651907 | 2022-04-13 | AVITY INVESTMENT MANAGEMENT, INC. | 9 | |||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2022-03-29 |
| Name of individual signing | HOWARD DUNCAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-03-29 |
| Name of individual signing | HOWARD DUNCAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2000-01-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 2036292800 |
| Plan sponsor’s address | 80 FIELD POINT ROAD, GREENWICH, CT, 06830 |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2000-01-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 2036292800 |
| Plan sponsor’s address | 80 FIELD POINT ROAD, GREENWICH, CT, 06830 |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2000-01-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 2036292800 |
| Plan sponsor’s address | 80 FIELD POINT ROAD, GREENWICH, CT, 06830 |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2000-01-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 2036292800 |
| Plan sponsor’s address | 80 FIELD POINT ROAD, GREENWICH, CT, 06830 |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2000-01-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 2036292800 |
| Plan sponsor’s address | 80 FIELD POINT ROAD, GREENWICH, CT, 06830 |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2000-01-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 2036292800 |
| Plan sponsor’s address | 80 FIELD POINT ROAD, GREENWICH, CT, 06830 |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2000-01-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 2036292800 |
| Plan sponsor’s address | 80 FIELD POINT ROAD, GREENWICH, CT, 06830 |
| Name | Role |
|---|---|
| DAY PITNEY LLP | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| EDWARD C. LONG | Officer | 80 FIELD POINT ROAD, GREENWICH, CT, 06830, United States | 137 MEADOW RIDGE ROAD, SOUTHPORT, CT, 06890, United States |
| CHRISTOPHER WARD | Officer | 80 Field Point Rd, Greenwich, CT, 06830, United States | 111 Dingletown Rd, Greenwich, CT, 06830, United States |
| HOWARD P. DUNCAN | Officer | 80 FIELD POINT ROAD, GREENWICH, CT, 06830, United States | 74 SAWMILL LANE, GREENWICH, CT, 06830, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| CHRISTOPHER WARD | Director | 80 Field Point Rd, Greenwich, CT, 06830, United States | 111 Dingletown Rd, Greenwich, CT, 06830, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | GILLESPIE, ROBINSON & GRIMM, INCORPORATED | AVITY INVESTMENT MANAGEMENT INC. | 2021-12-31 |
| Name change | GILLESPIE, ROBINSON & CO., INCORPORATED | GILLESPIE, ROBINSON & GRIMM, INCORPORATED | 1994-03-02 |
| Name change | CHESWICK, GILLESPIE & ROBINSON INCORPORATED | GILLESPIE, ROBINSON & CO., INCORPORATED | 1986-09-25 |
| Name change | CHESWICK, GILLESPIE & CO. INCORPORATED | CHESWICK, GILLESPIE & ROBINSON INCORPORATED | 1985-07-01 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012279301 | 2024-01-03 | No data | Annual Report | Annual Report | No data |
| BF-0011382512 | 2023-01-09 | No data | Annual Report | Annual Report | No data |
| BF-0010172715 | 2022-01-14 | No data | Annual Report | Annual Report | 2022 |
| BF-0010168803 | 2021-12-16 | 2021-12-31 | Amendment | Certificate of Amendment | No data |
| 0007052101 | 2021-01-05 | No data | Annual Report | Annual Report | 2021 |
| 0006709736 | 2020-01-03 | No data | Annual Report | Annual Report | 2020 |
| 0006304885 | 2019-01-03 | No data | Annual Report | Annual Report | 2019 |
| 0005999140 | 2018-01-09 | No data | Annual Report | Annual Report | 2018 |
| 0005729871 | 2017-01-04 | No data | Annual Report | Annual Report | 2017 |
| 0005462330 | 2016-01-11 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
