Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Fairfield
    4. ›
  4. 06484
    5. ›
  5. COOPER FINANCIAL SERVICES, INC.

COOPER FINANCIAL SERVICES, INC.

Company Details

Entity Name: COOPER FINANCIAL SERVICES, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 07 Mar 1985
Business ALEI: 0166698
Annual report due: 07 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 1000 Bridgeport Ave, Shelton, CT, 06484, United States
Mailing address: 1000 Bridgeport Ave, Suite 308, Shelton, CT, United States, 06484
ZIP code: 06484
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: mike@cooperfinservices.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COOPER FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2023 061126179 2024-07-17 COOPER FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-04-01
Business code 523900
Sponsor’s telephone number 2032481972
Plan sponsor’s address 1000 BRIDGEPORT AVE STE 208, SHELTON, CT, 064844669

Signature of
Role Plan administrator
Date 2024-07-17
Name of individual signing MICHAEL BUTLER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-17
Name of individual signing MICHAEL BUTLER
Valid signature Filed with authorized/valid electronic signature
COOPER FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 061126179 2023-08-02 COOPER FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-04-01
Business code 523900
Sponsor’s telephone number 2032481972
Plan sponsor’s address 1000 BRIDGEPORT AVE STE 308, SHELTON, CT, 064844669

Signature of
Role Plan administrator
Date 2023-08-02
Name of individual signing MICHAEL BUTLER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-02
Name of individual signing MICHAEL BUTLER
Valid signature Filed with authorized/valid electronic signature
COOPER FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 061126179 2022-11-01 COOPER FINANCIAL SERVICES, INC. 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-04-01
Business code 523900
Sponsor’s telephone number 2032481972
Plan sponsor’s address 1000 BRIDGEPORT AVENUE, SUITE 308, SHELTON, CT, 06484

Signature of
Role Plan administrator
Date 2022-11-01
Name of individual signing MICHAEL J BUTLER
Valid signature Filed with authorized/valid electronic signature
COOPER FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 061126179 2021-10-15 COOPER FINANCIAL SERVICES, INC. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-04-01
Business code 523900
Sponsor’s telephone number 2032481972
Plan sponsor’s address 1000 BRIDGEPORT AVENUE, SHELTON, CT, 06484

Signature of
Role Plan administrator
Date 2021-10-15
Name of individual signing MICHAEL J BUTLER
Valid signature Filed with authorized/valid electronic signature
COOPER FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 061126179 2020-12-14 COOPER FINANCIAL SERVICES, INC. 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-04-01
Business code 523900
Sponsor’s telephone number 2032481972
Plan sponsor’s address 3190 WHITNEY AVENUE, BUILDING SIX, HAMDEN, CT, 06518

Signature of
Role Plan administrator
Date 2020-12-14
Name of individual signing MICHAEL J BUTLER
Valid signature Filed with authorized/valid electronic signature
COOPER FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 061126179 2019-10-01 COOPER FINANCIAL SERVICES, INC. 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-04-01
Business code 523900
Sponsor’s telephone number 2032481972
Plan sponsor’s address 3190 WHITNEY AVENUE, BUILDING SIX, HAMDEN, CT, 06518

Signature of
Role Plan administrator
Date 2019-10-01
Name of individual signing MICHAEL J BUTLER
Valid signature Filed with authorized/valid electronic signature
COOPER FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 061126179 2018-06-18 COOPER FINANCIAL SERVICES, INC. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-04-01
Business code 523900
Sponsor’s telephone number 2032481972
Plan sponsor’s address 3190 WHITNEY AVENUE, BUILDING SIX, HAMDEN, CT, 06518

Signature of
Role Plan administrator
Date 2018-06-18
Name of individual signing MICHAEL J BUTLER
Valid signature Filed with authorized/valid electronic signature
COOPER FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 061126179 2017-11-29 COOPER FINANCIAL SERVICES, INC. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-04-01
Business code 523900
Sponsor’s telephone number 2032481972
Plan sponsor’s address 3190 WHITNEY AVENUE, BUILDING SIX, HAMDEN, CT, 06518

Signature of
Role Plan administrator
Date 2017-11-29
Name of individual signing MICHAEL J BUTLER
Valid signature Filed with authorized/valid electronic signature
COOPER FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 061126179 2017-01-11 COOPER FINANCIAL SERVICES, INC. 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-04-01
Business code 523900
Sponsor’s telephone number 2032481972
Plan sponsor’s address 3190 WHITNEY AVENUE, BUILDING SIX, HAMDEN, CT, 06518
COOPER FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 061126179 2016-01-12 COOPER FINANCIAL SERVICES, INC. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2004-04-01
Business code 523900
Sponsor’s telephone number 2032481972
Plan sponsor’s address 3190 WHITNEY AVENUE, BUILDING SIX, HAMDEN, CT, 06518

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
MICHAEL J. BUTLER Agent 1000 Bridgeport Ave, Suite 308, Shelton, CT, 06484, United States 1000 Bridgeport Ave, Suite 308, Shelton, CT, 06484, United States +1 475-238-1852 mike@cooperfinservices.com 490 DERBY MILFORD ROAD, ORANGE, CT, 06477, United States

Officer

Name Role Business address Phone E-Mail Residence address
MICHAEL J. BUTLER Officer 1000 Bridgeport Ave, Suite 308, Shelton, CT, 06484, United States +1 475-238-1852 mike@cooperfinservices.com 490 DERBY MILFORD ROAD, ORANGE, CT, 06477, United States
STEVEN BUTLER Officer 1000 Bridgeport Ave, Suite 308, Shelton, CT, 06484, United States No data No data 490 Derby Milford Rd, Orange, CT, 06477-2707, United States

Director

Name Role Business address Phone E-Mail Residence address
MICHAEL J. BUTLER Director 1000 Bridgeport Ave, Suite 308, Shelton, CT, 06484, United States +1 475-238-1852 mike@cooperfinservices.com 490 DERBY MILFORD ROAD, ORANGE, CT, 06477, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012050323 2024-02-08 No data Annual Report Annual Report No data
BF-0011076553 2023-02-10 No data Annual Report Annual Report No data
BF-0010513375 2022-03-18 No data Interim Notice Interim Notice No data
BF-0010362535 2022-03-07 No data Annual Report Annual Report 2022
BF-0010118139 2021-09-20 2021-09-20 Change of Business Address Business Address Change No data
0007280455 2021-04-02 No data Annual Report Annual Report 2021
0006901482 2020-05-09 No data Annual Report Annual Report 2020
0006901476 2020-05-09 No data Interim Notice Interim Notice No data
0006641418 2019-09-10 No data Annual Report Annual Report 2019
0006641414 2019-09-10 No data Annual Report Annual Report 2018

Related by officers

MICHAEL J. BUTLER

CFS SECURITIES, INC.

Related by address

1000 Bridgeport Ave, Shelton, CT, 06484, United States

SSP ABA Site One LLC STRATFORD ACUPUNCTURE & WELLNESS CENTER LLC SMOLIN, CALBO, DAVIDSON & ASSOCIATES, LLC

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

Privacy policy Policy
About us About us
Contacts Contact us

© 2024 connecticutcompanysearch.com, Part of Big Data Integrated