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SUMMER ASSOCIATES, INC.

Company Details

Entity Name: SUMMER ASSOCIATES, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 29 Nov 1988
Business ALEI: 0226510
Annual report due: 29 Nov 2024
NAICS code: 541219 - Other Accounting Services
Business address: 48 UNION STREET, SUITE 1C, STAMFORD, CT, 06906, United States
Mailing address: 48 UNION STREET, SUITE 1C, STAMFORD, CT, United States, 06906
ZIP code: 06906
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: max@summertax.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SUMMER ASSOCIATES INC. DEFINED BENEFIT 2023 061232895 2024-10-14 SUMMER ASSOCIATES INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2023-01-01
Business code 541211
Sponsor’s telephone number 2033274311
Plan sponsor’s address 48 UNION ST., STE 1C, STAMFORD, CT, 06906
SUMMER ASSOCIATES INC. RETIREMENT PLAN 2023 061232895 2024-10-14 SUMMER ASSOCIATES INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541211
Sponsor’s telephone number 2033274311
Plan sponsor’s address 48 UNION STREET, STE 1C, STAMFORD, CT, 06906
SUMMER ASSOCIATES INC. RETIREMENT PLAN 2022 061232895 2023-10-10 SUMMER ASSOCIATES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541211
Sponsor’s telephone number 2033274311
Plan sponsor’s address 48 UNION STREET, STE 1C, STAMFORD, CT, 06906
SUMMER ASSOCIATES INC. RETIREMENT PLAN 2021 061232895 2022-10-13 SUMMER ASSOCIATES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541211
Sponsor’s telephone number 2033274311
Plan sponsor’s address 48 UNION STREET, STE 1C, STAMFORD, CT, 06906

Officer

Name Role Business address Residence address
MAXIMILIAN MONTAGNINO Officer 48 UNION STREET, SUITE 1C, STAMFORD, CT, 06906, United States 48 UNION STREET, SUITE 1C, STAMFORD, CT, 06906, United States
KEITH W WOFSEY Officer 48 UNION STREET, SUITE 1C, STAMFORD, CT, 06906, United States 48 UNION ST STE 1C, STAMFORD, CT, 06906, United States

Agent

Name Role
SERENDIPITY ASSOCIATES LLC Agent

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0011385902 2023-10-30 No data Annual Report Annual Report No data
BF-0010278642 2022-11-14 No data Annual Report Annual Report 2022
BF-0010157564 2021-11-29 No data Annual Report Annual Report No data
0006998200 2020-10-09 No data Annual Report Annual Report 2020
0006908036 2020-05-21 No data Interim Notice Interim Notice No data
0006655123 2019-10-04 No data Annual Report Annual Report 2019
0006268078 2018-10-30 No data Annual Report Annual Report 2018
0005958474 2017-11-01 No data Annual Report Annual Report 2017
0005686162 2016-11-03 No data Annual Report Annual Report 2016
0005410384 2015-10-12 No data Annual Report Annual Report 2015

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website