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LAMORTE, BURNS & CO. INC.

Company Details

Entity Name: LAMORTE, BURNS & CO. INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Foreign
Status: Active
Date Formed: 11 Jun 1984 (Companies founded in June 1984)
Business ALEI: 0157519
Annual report due: 11 Jun 2025
NAICS code: 541990 - All Other Professional, Scientific, and Technical Services
Business address: 8 Wright St, Westport, CT, 06880, United States
Mailing address: 8 Wright St, 107, Westport, CT, United States, 06880
ZIP code: 06880 (Companies in Fairfield, 06880)
County: Fairfield
Place of Formation: DELAWARE
E-Mail: ejb113@att.net

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
3MJY4 Obsolete Non-Manufacturer 2003-11-26 2024-05-07 2024-05-06 No data

Contact Information
POC CHARLES A. JOHNSON
Phone +1 203-761-6000
Fax +1 203-761-6007
Address 64 DANBURY RD STE 1000, WILTON, CT, 06897 4429, UNITED STATES

Ownership of Offeror Information
Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LAMORTE BURNS & CO., INC. 401(K) PROFIT SHARING PLAN 2023 133010236 2024-10-15 LAMORTE BURNS & CO., INC. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-08-04
Business code 524290
Sponsor’s telephone number 2037616000
Plan sponsor’s address 8 WRIGHT STREET, SUITE 107, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2024-10-15
Name of individual signing HAL HALPIN, III
Valid signature Filed with authorized/valid electronic signature
LAMORTE BURNS & CO., INC. 401(K) PROFIT SHARING PLAN 2022 133010236 2023-04-11 LAMORTE BURNS & CO., INC. 42
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-08-04
Business code 524290
Sponsor’s telephone number 2037616000
Plan sponsor’s address 8 WRIGHT STREET, SUITE 107, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2023-04-11
Name of individual signing HAL HALPIN, III
Valid signature Filed with authorized/valid electronic signature
LAMORTE BURNS & CO., INC. 401(K) PROFIT SHARING PLAN 2021 133010236 2022-09-28 LAMORTE BURNS & CO., INC. 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-08-04
Business code 524290
Sponsor’s telephone number 2037616000
Plan sponsor’s address 8 WRIGHT STREET, SUITE 107, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2022-09-28
Name of individual signing HAL HALPIN, III
Valid signature Filed with authorized/valid electronic signature
LAMORTE BURNS & CO., INC. 401(K) PROFIT SHARING PLAN 2020 133010236 2022-01-20 LAMORTE BURNS & CO., INC. 61
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-08-04
Business code 524290
Sponsor’s telephone number 2037616000
Plan sponsor’s address 8 WRIGHT STREET, SUITE 107, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2022-01-20
Name of individual signing HAL HALPIN, III
Valid signature Filed with authorized/valid electronic signature
LAMORTE BURNS & CO., INC. 401(K) PROFIT SHARING PLAN 2020 133010236 2021-10-15 LAMORTE BURNS & CO., INC. 58
Three-digit plan number (PN) 001
Effective date of plan 1980-08-04
Business code 524290
Sponsor’s telephone number 2037616000
Plan sponsor’s address 64 DANBURY ROAD, WILTON, CT, 06897

Signature of
Role Plan administrator
Date 2021-10-15
Name of individual signing HAROLD J HALPIN
Valid signature Filed with authorized/valid electronic signature
LAMORTE BURNS & CO., INC. 401(K) PROFIT SHARING PLAN 2019 133010236 2020-09-30 LAMORTE BURNS & CO., INC. 81
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-08-04
Business code 524290
Sponsor’s telephone number 2037616000
Plan sponsor’s address 64 DANBURY ROAD, WILTON, CT, 06897

Signature of
Role Plan administrator
Date 2020-09-30
Name of individual signing HAROLD J HALPIN
Valid signature Filed with authorized/valid electronic signature
LAMORTE BURNS & CO., INC. 401(K) PROFIT SHARING PLAN 2018 133010236 2019-07-24 LAMORTE BURNS & CO., INC. 76
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-08-04
Business code 524290
Sponsor’s telephone number 2037616000
Plan sponsor’s address 64 DANBURY ROAD, WILTON, CT, 06897

Signature of
Role Plan administrator
Date 2019-07-24
Name of individual signing HAROLD J HALPIN
Valid signature Filed with authorized/valid electronic signature
LAMORTE BURNS & CO., INC. 401(K) PROFIT SHARING PLAN 2017 133010236 2018-07-13 LAMORTE BURNS & CO., INC. 75
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-08-04
Business code 524290
Sponsor’s telephone number 2037616000
Plan sponsor’s address 64 DANBURY ROAD, WILTON, CT, 06897

Signature of
Role Plan administrator
Date 2018-07-12
Name of individual signing HAROLD HALPIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-12
Name of individual signing HAROLD HALPIN
Valid signature Filed with authorized/valid electronic signature
LAMORTE BURNS & CO., INC. 401(K) PROFIT SHARING PLAN 2016 133010236 2017-06-19 LAMORTE BURNS & CO., INC. 79
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-08-04
Business code 524290
Sponsor’s telephone number 2037616000
Plan sponsor’s address 64 DANBURY ROAD, WILTON, CT, 06897

Signature of
Role Plan administrator
Date 2017-06-16
Name of individual signing HAROLD HALPIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-06-16
Name of individual signing HAROLD HALPIN
Valid signature Filed with authorized/valid electronic signature
LAMORTE BURNS & CO., INC. 401(K) PROFIT SHARING PLAN 2015 133010236 2016-07-15 LAMORTE BURNS & CO., INC. 78
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-08-04
Business code 524290
Sponsor’s telephone number 2037616000
Plan sponsor’s address 64 DANBURY ROAD, WILTON, CT, 06897

Signature of
Role Plan administrator
Date 2016-07-15
Name of individual signing HAROLD HALPIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-15
Name of individual signing HAROLD HALPIN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Phone E-Mail Residence address
Evan Bernstein Agent c/o Able & Co 972 Post Rd, 203, Darien, CT, 06820, United States +1 203-641-3318 ejb113@att.net 10 Soundridge Rd, Shelton, CT, 06484-5435, United States

Officer

Name Role Business address Residence address
HAROLD J HALPIN Officer 64 DANBURY ROAD SUITE 1000, WILTON, CT, 06897, United States 101 SPINNAKER LANE, JUPITER, FL, 33477, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012050262 2024-06-05 No data Annual Report Annual Report No data
BF-0011076970 2023-08-10 No data Annual Report Annual Report No data
BF-0010237790 2022-06-13 No data Annual Report Annual Report 2022
BF-0009753367 2021-09-09 No data Annual Report Annual Report No data
0006933186 2020-06-26 No data Annual Report Annual Report 2020
0006587765 2019-06-28 No data Annual Report Annual Report 2019
0006208225 2018-06-28 No data Annual Report Annual Report 2018
0006204457 2018-06-20 2018-06-20 Change of Agent Agent Change No data
0005872950 2017-06-22 No data Annual Report Annual Report 2017
0005593445 2016-06-29 No data Annual Report Annual Report 2016

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Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website

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