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  5. THOMAS M. BURGESS & CO., INC.

THOMAS M. BURGESS & CO., INC.

Company Details

Entity Name: THOMAS M. BURGESS & CO., INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 15 Nov 1983
Business ALEI: 0149536
Annual report due: 15 Nov 2025
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 828 SULLIVAN AVE., SOUTH WINDSOR, CT, 06074, United States
Mailing address: 828 SULLIVAN AVE 828 SULLIVAN AVE, SOUTH WINDSOR, CT, United States, 06074
ZIP code: 06074
County: Hartford
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: nicole@tmburgessins.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TM BURGESS 401(K) PLAN 2023 061112092 2024-08-12 THOMAS M. BURGESS & CO., INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 8606442534
Plan sponsor’s address 828 SULLIVAN AVENUE, P.O. BOX 903, SOUTH WINDSOR, CT, 06074

Signature of
Role Plan administrator
Date 2024-08-12
Name of individual signing SCOTT PRESTILEO
Valid signature Filed with authorized/valid electronic signature
TM BURGESS 401(K) PLAN 2022 061112092 2023-04-24 THOMAS M. BURGESS & CO., INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 8606442534
Plan sponsor’s DBA name TM BURGESS INSURANCE
Plan sponsor’s address 828 SULLIVAN AVENUE, P.O. BOX 903, SOUTH WINDSOR, CT, 06074

Signature of
Role Plan administrator
Date 2023-04-24
Name of individual signing SCOTT PRESTILEO
Valid signature Filed with authorized/valid electronic signature
TM BURGESS 401(K) PLAN 2021 061112092 2022-06-27 THOMAS M. BURGESS & CO., INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 8606442534
Plan sponsor’s DBA name TM BURGESS INSURANCE
Plan sponsor’s address 828 SULLIVAN AVENUE, P.O. BOX 903, SOUTH WINDSOR, CT, 06074

Signature of
Role Plan administrator
Date 2022-06-27
Name of individual signing SCOTT PRESTILEO
Valid signature Filed with authorized/valid electronic signature
TM BURGESS 401(K) PLAN 2020 061112092 2021-07-09 THOMAS M. BURGESS & CO., INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 8606442534
Plan sponsor’s DBA name TM BURGESS INSURANCE
Plan sponsor’s address 828 SULLIVAN AVENUE, P.O. BOX 903, SOUTH WINDSOR, CT, 06074

Signature of
Role Plan administrator
Date 2021-07-09
Name of individual signing SCOTT PRESTILEO
Valid signature Filed with authorized/valid electronic signature
TM BURGESS 401(K) PLAN 2019 061112092 2020-08-24 THOMAS M. BURGESS & CO., INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 8606442534
Plan sponsor’s DBA name TM BURGESS INSURANCE
Plan sponsor’s address 828 SULLIVAN AVENUE, P.O. BOX 903, SOUTH WINDSOR, CT, 06074

Signature of
Role Plan administrator
Date 2020-08-24
Name of individual signing SCOTT PRESTILEO
Valid signature Filed with authorized/valid electronic signature
TM BURGESS 401(K) PLAN 2018 061112092 2019-10-09 THOMAS M. BURGESS & CO., INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 8606442534
Plan sponsor’s DBA name TM BURGESS INSURANCE
Plan sponsor’s address 828 SULLIVAN AVENUE, P.O. BOX 903, SOUTH WINDSOR, CT, 06074

Signature of
Role Plan administrator
Date 2019-10-09
Name of individual signing SCOTT PRESTILEO
Valid signature Filed with authorized/valid electronic signature
TM BURGESS 401(K) PLAN 2017 061112092 2018-07-31 THOMAS M. BURGESS & CO., INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 8606442534
Plan sponsor’s DBA name TM BURGESS INSURANCE
Plan sponsor’s address 828 SULLIVAN AVENUE, P.O. BOX 903, SOUTH WINDSOR, CT, 06074

Signature of
Role Plan administrator
Date 2018-07-31
Name of individual signing VINCENT PRESTILEO
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
SCOTT PRESTILEO Officer 828 SULLIVAN AVENUE, SOUTH WINDSOR, CT, 06074, United States 764 OPENING HILL ROAD, MADISON, CT, 06443, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JOHN J. WOODCOCK III ESQ. Agent 395 BUCKLAND RD, SOUTH WINDSOR, CT, 06074, United States 395 BUCKLAND RD, SOUTH WINDSOR, CT, 06074, United States +1 860-644-3473 nicole@tmburgessins.com 97 MURIELLE DR, SOUTH WINDSOR, CT, 06074, United States

History

Type Old value New value Date of change
Name change VNP ASSOCIATES, INC. THOMAS M. BURGESS & CO., INC. 1983-12-02

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012182969 2024-11-15 No data Annual Report Annual Report No data
BF-0011387122 2023-10-19 No data Annual Report Annual Report No data
BF-0010316535 2022-10-19 No data Annual Report Annual Report 2022
BF-0009822345 2021-11-02 No data Annual Report Annual Report No data
0007015962 2020-11-10 No data Annual Report Annual Report 2020
0006671597 2019-11-04 No data Annual Report Annual Report 2019
0006265157 2018-10-25 No data Annual Report Annual Report 2018
0005985574 2017-12-14 No data Annual Report Annual Report 2017
0005701370 2016-11-22 No data Annual Report Annual Report 2016
0005426546 2015-11-09 No data Annual Report Annual Report 2015

Related by officers

JOHN J. WOODCOCK III ESQ.

WHOLESALE DYNAMICS, INC. MATCH, INC.

Related by address

No related companies by address

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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