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FERRUCCI FINANCIAL SERVICES CORP.

Branch

Company Details

Entity Name: FERRUCCI FINANCIAL SERVICES CORP.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Foreign
Status: Active
Date Formed: 04 Apr 1983 (Companies founded in April 1983)
Branch of: FERRUCCI FINANCIAL SERVICES CORP. (Company Number 667290) (NEW YORK)
Business ALEI: 0141334
Annual report due: 04 Apr 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 2 SOUTH MAIN ST., ESSEX, CT, 06426, United States
Mailing address: 2 SOUTH MAIN ST., ESSEX, CT, United States, 06426
ZIP code: 06426 (Companies in Middlesex, 06426)
County: Middlesex
Place of Formation: NEW YORK
E-Mail: david@ferruccicompany.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FERRUCCI FINANCIAL SERVICES CO 401K PS PLAN 2023 133050713 2024-07-15 FERRUCCI FINANCIAL SERVICES CORP. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-01-01
Business code 541990
Sponsor’s telephone number 8607676562
Plan sponsor’s address 2 S MAIN ST, ESSEX, CT, 06426

Signature of
Role Plan administrator
Date 2024-07-15
Name of individual signing PAUL FERRUCCI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-15
Name of individual signing PAUL FERRUCCI
Valid signature Filed with authorized/valid electronic signature
FERRUCCI FINANCIAL SERVICES CO 401(K) P/S PLAN 2022 133050713 2023-08-14 FERRUCCI FINANCIAL SERVICES CORP. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-01-01
Business code 541990
Sponsor’s telephone number 8607676562
Plan sponsor’s address 2 SOUTH MAIN STREET, ESSEX, CT, 06426

Plan administrator’s name and address
Administrator’s EIN 133050713
Plan administrator’s name FERRUCCI FINANCIAL SERVICES CORP.
Plan administrator’s address 2 SOUTH MAIN STREET, ESSEX, CT, 06426
Administrator’s telephone number 8607676562

Signature of
Role Plan administrator
Date 2023-08-14
Name of individual signing PAUL FERRUCCI
Valid signature Filed with authorized/valid electronic signature
FERRUCCI FINANCIAL SERVICES CO 401(K) P/S PLAN 2021 133050713 2022-07-06 FERRUCCI FINANCIAL SERVICES CORP. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-01-01
Business code 541990
Sponsor’s telephone number 8607676562
Plan sponsor’s address 2 SOUTH MAIN STREET, ESSEX, CT, 06426

Plan administrator’s name and address
Administrator’s EIN 133050713
Plan administrator’s name FERRUCCI FINANCIAL SERVICES CORP.
Plan administrator’s address 2 SOUTH MAIN STREET, ESSEX, CT, 06426
Administrator’s telephone number 8607676562

Signature of
Role Plan administrator
Date 2022-07-06
Name of individual signing PAUL FERRUCCI
Valid signature Filed with authorized/valid electronic signature
FERRUCCI FINANCIAL SERVICES CO 401(K) P/S PLAN 2020 133050713 2021-08-30 FERRUCCI FINANCIAL SERVICES CORP. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-01-01
Business code 541990
Sponsor’s telephone number 8607676562
Plan sponsor’s address 2 SOUTH MAIN STREET, ESSEX, CT, 06426

Plan administrator’s name and address
Administrator’s EIN 133050713
Plan administrator’s name FERRUCCI FINANCIAL SERVICES CORP.
Plan administrator’s address 2 SOUTH MAIN STREET, ESSEX, CT, 06426
Administrator’s telephone number 8607676562

Signature of
Role Plan administrator
Date 2021-08-30
Name of individual signing PAUL FERRUCCI
Valid signature Filed with authorized/valid electronic signature
FERRUCCI FINANCIAL SERVICES CO 401(K) P/S PLAN 2019 133050713 2020-07-15 FERRUCCI FINANCIAL SERVICES CORP. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-01-01
Business code 541990
Sponsor’s telephone number 8607676562
Plan sponsor’s address 2 SOUTH MAIN STREET, ESSEX, CT, 06426

Plan administrator’s name and address
Administrator’s EIN 133050713
Plan administrator’s name FERRUCCI FINANCIAL SERVICES CORP.
Plan administrator’s address 2 SOUTH MAIN STREET, ESSEX, CT, 06426
Administrator’s telephone number 8607676562

Signature of
Role Plan administrator
Date 2020-07-15
Name of individual signing PAUL FERRUCCI
Valid signature Filed with authorized/valid electronic signature
FERRUCCI FINANCIAL SERVICES CO 401(K) P/S PLAN 2018 133050713 2019-04-29 FERRUCCI FINANCIAL SERVICES CORP. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-01-01
Business code 541990
Sponsor’s telephone number 8607676562
Plan sponsor’s address 2 SOUTH MAIN STREET, ESSEX, CT, 06426

Plan administrator’s name and address
Administrator’s EIN 133050713
Plan administrator’s name FERRUCCI FINANCIAL SERVICES CORP.
Plan administrator’s address 2 SOUTH MAIN STREET, ESSEX, CT, 06426
Administrator’s telephone number 8607676562

Signature of
Role Plan administrator
Date 2019-04-29
Name of individual signing PAUL FERRUCCI
Valid signature Filed with authorized/valid electronic signature
FERRUCCI FINANCIAL SERVICES CO 401(K) P/S PLAN 2017 133050713 2018-06-18 FERRUCCI FINANCIAL SERVICES CORP. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-01-01
Business code 541990
Sponsor’s telephone number 8607676562
Plan sponsor’s address 2 SOUTH MAIN STREET, ESSEX, CT, 06426

Plan administrator’s name and address
Administrator’s EIN 133050713
Plan administrator’s name FERRUCCI FINANCIAL SERVICES CORP.
Plan administrator’s address 2 SOUTH MAIN STREET, ESSEX, CT, 06426
Administrator’s telephone number 8607676562

Signature of
Role Plan administrator
Date 2018-06-18
Name of individual signing PAUL FERRUCCI
Valid signature Filed with authorized/valid electronic signature
FERRUCCI FINANCIAL SERVICES CO 401(K) P/S PLAN 2016 133050713 2017-03-28 FERRUCCI FINANCIAL SERVICES CORP. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-01-01
Business code 541990
Sponsor’s telephone number 8607676562
Plan sponsor’s address 2 SOUTH MAIN STREET, ESSEX, CT, 06426

Plan administrator’s name and address
Administrator’s EIN 133050713
Plan administrator’s name FERRUCCI FINANCIAL SERVICES CORP.
Plan administrator’s address 2 SOUTH MAIN STREET, ESSEX, CT, 06426
Administrator’s telephone number 8607676562

Signature of
Role Plan administrator
Date 2017-03-28
Name of individual signing PAUL FERRUCCI
Valid signature Filed with authorized/valid electronic signature
FERRUCCI FINANCIAL SERVICES CO 401(K) P/S PLAN 2015 133050713 2016-05-16 FERRUCCI FINANCIAL SERVICES CORP. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-01-01
Business code 541990
Sponsor’s telephone number 8607676562
Plan sponsor’s address 2 SOUTH MAIN STREET, ESSEX, CT, 06426

Plan administrator’s name and address
Administrator’s EIN 133050713
Plan administrator’s name FERRUCCI FINANCIAL SERVICES CORP.
Plan administrator’s address 2 SOUTH MAIN STREET, ESSEX, CT, 06426
Administrator’s telephone number 8607676562

Signature of
Role Plan administrator
Date 2016-05-16
Name of individual signing PAUL FERRUCCI
Valid signature Filed with authorized/valid electronic signature
FERRUCCI FINANCIAL SERVICES CO 401(K) P/S PLAN 2014 133050713 2015-06-24 FERRUCCI FINANCIAL SERVICES CORP. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-01-01
Business code 541990
Sponsor’s telephone number 8607676562
Plan sponsor’s address 2 SOUTH MAIN STREET, ESSEX, CT, 06426

Plan administrator’s name and address
Administrator’s EIN 133050713
Plan administrator’s name FERRUCCI FINANCIAL SERVICES CORP.
Plan administrator’s address 2 SOUTH MAIN STREET, ESSEX, CT, 06426
Administrator’s telephone number 8607676562

Signature of
Role Plan administrator
Date 2015-06-24
Name of individual signing PAUL FERRUCCI
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Phone E-Mail Residence address
PAUL FERRUCCI Agent 2, ESSEX, CT, 06426, United States +1 860-575-3126 david@ferruccicompany.com 62 RIVER ROAD, ESSEX, CT, 06426, United States

Officer

Name Role Business address Phone E-Mail Residence address
PAUL FERRUCCI Officer 2 SOUTH MAIN STREET, ESSEX, CT, 06426, United States +1 860-575-3126 david@ferruccicompany.com 62 RIVER ROAD, ESSEX, CT, 06426, United States
DAVID FERRUCCI Officer 2 SOUTH MAIN STREET, ESSEX, CT, 06426, United States No data No data 62 River Road, Essex, CT, 06426, United States

History

Type Old value New value Date of change
Name change PETER FERRUCCI CONSULTANTS & PLANNING CORP. FERRUCCI FINANCIAL SERVICES CORP. 1986-06-04

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012278666 2024-03-14 No data Annual Report Annual Report No data
BF-0011381817 2023-03-08 No data Annual Report Annual Report No data
BF-0010195709 2022-03-07 No data Annual Report Annual Report 2022
BF-0009757507 2021-07-06 No data Annual Report Annual Report No data
0006914308 2020-05-29 No data Annual Report Annual Report 2020
0006538174 2019-04-22 No data Annual Report Annual Report 2019
0006183688 2018-05-15 No data Annual Report Annual Report 2018
0005847162 2017-05-19 No data Annual Report Annual Report 2017
0005847161 2017-05-19 No data Annual Report Annual Report 2016
0005847160 2017-05-19 No data Annual Report Annual Report 2015

Related by officers

DAVID FERRUCCI

VINCENT LANE, LLC ELEMENTAL COGNITION INC.

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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