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  5. YHB INVESTMENT ADVISORS, INC.

YHB INVESTMENT ADVISORS, INC.

Headquarter

Company Details

Entity Name: YHB INVESTMENT ADVISORS, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 11 Dec 1989
Business ALEI: 0241441
Annual report due: 11 Dec 2024
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 29 SOUTH MAIN STREET, SUITE 306 SUITE 306, WEST HARTFORD, CT, 06107, United States
Mailing address: 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, United States, 06107
ZIP code: 06107
County: Hartford
Place of Formation: CONNECTICUT
Total authorized shares: 10000
E-Mail: mark@yhbia.com

Links between entities

Type Company Name Company Number State
Headquarter of YHB INVESTMENT ADVISORS, INC. F01000002943 FLORIDA
Headquarter of YHB INVESTMENT ADVISORS, INC. F01000002943 FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
YHB INVESTMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2023 061283359 2024-09-30 YHB INVESTMENT ADVISORS, INC. 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 523900
Sponsor’s telephone number 8605617050
Plan sponsor’s address 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, 06107

Signature of
Role Plan administrator
Date 2024-09-30
Name of individual signing PAUL MARTEL
Valid signature Filed with authorized/valid electronic signature
YHB INVESTMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2022 061283359 2023-10-10 YHB INVESTMENT ADVISORS, INC. 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 523900
Sponsor’s telephone number 8605617050
Plan sponsor’s address 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, 06107

Signature of
Role Plan administrator
Date 2023-10-10
Name of individual signing PAUL MARTEL
Valid signature Filed with authorized/valid electronic signature
YHB INVESTMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2021 061283359 2022-09-26 YHB INVESTMENT ADVISORS, INC. 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 523900
Sponsor’s telephone number 8605617050
Plan sponsor’s address 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, 06107

Signature of
Role Plan administrator
Date 2022-09-26
Name of individual signing PAUL MARTEL
Valid signature Filed with authorized/valid electronic signature
YHB INVESTMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2020 061283359 2021-06-08 YHB INVESTMENT ADVISORS, INC. 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 523900
Sponsor’s telephone number 8605617050
Plan sponsor’s address 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, 06107

Signature of
Role Plan administrator
Date 2021-06-08
Name of individual signing PAUL MARTEL
Valid signature Filed with authorized/valid electronic signature
YHB INVESTMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2019 061283359 2020-07-30 YHB INVESTMENT ADVISORS, INC. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 523900
Sponsor’s telephone number 8605617050
Plan sponsor’s address 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, 06107
YHB INVESTMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2018 061283359 2019-07-03 YHB INVESTMENT ADVISORS, INC. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 523900
Sponsor’s telephone number 8605617050
Plan sponsor’s address 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, 06107

Signature of
Role Plan administrator
Date 2019-07-03
Name of individual signing PAUL MARTEL
Valid signature Filed with authorized/valid electronic signature
YHB INVESTMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2017 061283359 2018-07-30 YHB INVESTMENT ADVISORS, INC. 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 523900
Sponsor’s telephone number 8605617050
Plan sponsor’s address 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, 06107

Signature of
Role Plan administrator
Date 2018-07-30
Name of individual signing PAUL MARTEL
Valid signature Filed with authorized/valid electronic signature
YHB INVESTMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2016 061283359 2017-02-27 YHB INVESTMENT ADVISORS, INC. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 523900
Sponsor’s telephone number 8605617050
Plan sponsor’s address 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, 06107

Signature of
Role Plan administrator
Date 2017-02-27
Name of individual signing PAUL MARTEL
Valid signature Filed with authorized/valid electronic signature
YHB INVESTMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2015 061283359 2016-06-17 YHB INVESTMENT ADVISORS, INC. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 523900
Sponsor’s telephone number 8605617050
Plan sponsor’s address 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, 06107

Signature of
Role Plan administrator
Date 2016-06-17
Name of individual signing PAUL MARTEL
Valid signature Filed with authorized/valid electronic signature
YHB INVESTMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2014 061283359 2015-04-08 YHB INVESTMENT ADVISORS, INC. 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 523900
Sponsor’s telephone number 8605617050
Plan sponsor’s address 29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, 06107

Signature of
Role Plan administrator
Date 2015-04-08
Name of individual signing PAUL MARTEL
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
ANNE A. SPACE Officer 29 SOUTH MAIN STREET, SUITE 306, WEST HARTFORD, CT, 06107, United States 24 TANNERY COURT, GLASTONBURY, CT, 06033, United States
MARK WILSON EVERETTE Officer 29 SOUTH MAIN STREET, SUITE 306, WEST HARTFORD, CT, 06107, United States 16 Morningside Drive, Weatogue, CT, 06089, United States
DENNIS P. HANNIGAN Officer 29 SOUTH MAIN ST., STE. 306, WEST HARTFORD, CT, 06107, United States 63 ARNOLDALE ROAD, WEST HARTFORD, CT, 06119, United States
PAUL ROGER MARTEL Officer 29 SOUTH MAIN STREET, SUITE 306, WEST HARTFORD, CT, 06107, United States 8 CARYN LANE, WEATOGUE, CT, 06089, United States
LINDA L. MOREL Officer 29 SOUTH MAIN ST., STE. 306, WEST HARTFORD, CT, 06107, United States 21 COVE ROAD, LYME, CT, 06371, United States

Director

Name Role Business address Residence address
PAUL ROGER MARTEL Director 29 SOUTH MAIN STREET, SUITE 306, WEST HARTFORD, CT, 06107, United States 8 CARYN LANE, WEATOGUE, CT, 06089, United States
LINDA L. MOREL Director 29 SOUTH MAIN ST., STE. 306, WEST HARTFORD, CT, 06107, United States 21 COVE ROAD, LYME, CT, 06371, United States
MARK WILSON EVERETTE Director 29 SOUTH MAIN STREET, SUITE 306, WEST HARTFORD, CT, 06107, United States 16 Morningside Drive, Weatogue, CT, 06089, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
PAUL R. MARTEL Agent 29 S. MAIN ST. SUITE 306, WEST HARTFORD, CT, 06107, United States 29 S. MAIN ST. SUITE 306, WEST HARTFORD, CT, 06107, United States +1 860-306-7733 paul@yhbia.com 8 CARYN LANE, WEATOGUE, CT, 06089, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012475245 2023-12-04 No data Annual Report Annual Report No data
BF-0010192477 2022-11-28 No data Annual Report Annual Report 2022
BF-0011052876 2022-11-03 2022-11-03 Amendment Certificate of Amendment No data
BF-0009829587 2021-11-22 No data Annual Report Annual Report No data
0007022305 2020-11-19 No data Annual Report Annual Report 2020
0006691321 2019-12-05 No data Annual Report Annual Report 2019
0006600005 2019-07-18 No data Interim Notice Interim Notice No data
0006310024 2019-01-03 2019-01-03 Change of Agent Agent Change No data
0006305940 2019-01-03 No data Annual Report Annual Report 2018
0005972925 2017-11-27 No data Annual Report Annual Report 2017

Related by officers

PAUL R. MARTEL

YHB CHARITABLE ENDOWMENT, INC. PARTNERS FOR ANDEAN COMMUNITY HEALTH, INC. FSW, LLC

Related by address

29 SOUTH MAIN STREET SUITE 306, WEST HARTFORD, CT, United States, 06107

YHB CHARITABLE ENDOWMENT, INC.

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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