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RDM FINANCIAL GROUP INC.

Company Details

Entity Name: RDM FINANCIAL GROUP INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Redomesticated
Date Formed: 15 Feb 1991 (Companies founded in February 1991)
Business ALEI: 0257510
Annual report due: 13 Feb 2016
Business address: 1555 POST ROAD EAST, WESTPORT, CT, 06880
ZIP code: 06880 (Companies in Fairfield, 06880)
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 100
E-Mail: CMITCHELL@RDMFINANCIAL.COM

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RDM FINANCIAL GROUP, INC. PLAN 2016 061314100 2017-09-26 RDM FINANCIAL GROUP, INC. 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2032550222
Plan sponsor’s address 1555 POST ROAD EAST, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2017-09-26
Name of individual signing RONALD WEINER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-09-26
Name of individual signing RONALD WEINER
Valid signature Filed with authorized/valid electronic signature
RDM FINANCIAL GROUP, INC. PLAN 2015 061314100 2016-07-20 RDM FINANCIAL GROUP, INC. 17
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2032550222
Plan sponsor’s address 1555 POST ROAD EAST, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2016-07-19
Name of individual signing CORAL MITCHELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-19
Name of individual signing CORAL MITCHELL
Valid signature Filed with authorized/valid electronic signature
RDM FINANCIAL GROUP, INC. PLAN 2014 061314100 2015-07-16 RDM FINANCIAL GROUP, INC. 17
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2032550222
Plan sponsor’s address 1555 POST ROAD EAST, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2015-07-15
Name of individual signing RONALD WEINER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-15
Name of individual signing RONALD WEINER
Valid signature Filed with authorized/valid electronic signature
RDM FINANCIAL GROUP, INC. PLAN 2013 061314100 2014-06-29 RDM FINANCIAL GROUP, INC. 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2032550222
Plan sponsor’s address 1555 POST ROAD EAST, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2014-06-25
Name of individual signing RONALD WEINER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-06-25
Name of individual signing RONALD WEINER
Valid signature Filed with authorized/valid electronic signature
RDM FINANCIAL GROUP, INC. PLAN 2012 061314100 2013-05-30 RDM FINANCIAL GROUP, INC. 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2032550222
Plan sponsor’s address 1555 POST ROAD EAST, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2013-05-30
Name of individual signing CORAL MITCHELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-05-30
Name of individual signing CORAL MITCHELL
Valid signature Filed with authorized/valid electronic signature
RDM FINANCIAL GROUP, INC. PLAN 2011 061314100 2012-04-13 RDM FINANCIAL GROUP, INC. 17
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2032550222
Plan sponsor’s address 1555 POST ROAD EAST, WESTPORT, CT, 06880

Plan administrator’s name and address
Administrator’s EIN 061314100
Plan administrator’s name RDM FINANCIAL GROUP, INC.
Plan administrator’s address 1555 POST ROAD EAST, WESTPORT, CT, 06880
Administrator’s telephone number 2032550222

Signature of
Role Plan administrator
Date 2012-04-11
Name of individual signing RONALD D. WEINER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-04-11
Name of individual signing RONALD D. WEINER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address
Secretary of State Agent 165 Capitol Ave., P.O. BOX 150470, Hartford, CT, 06115-0470, United States

Officer

Name Role Business address Residence address
THOMAS O. MAYPER Officer 1555 POST ROAD EAST, WESTPORT, CT, 06880, United States 34 HIGH RIDGE RD., REDDING, CT, 06896, United States
RONALD D. WEINER Officer 1555 POST ROAD EAST, WESTPORT, CT, 06880, United States 44 ORCHARD PLACE, UNIT B, GREENWICH, CT, 06830, United States

History

Type Old value New value Date of change
Name change RONALD D. WEINER & ASSOCIATES, INC. RDM FINANCIAL GROUP INC. 2000-04-17
Name change PRERETIREMENT PRESENTATIONS, INC. RONALD D. WEINER & ASSOCIATES, INC. 1993-02-03

Filing

Filing number Filing date Effective date Filing category Filing type Report year
0005455315 2015-12-29 2015-12-31 Amendment Domesticating No data
0005257809 2015-01-16 No data Annual Report Annual Report 2015
0005027190 2014-01-27 No data Annual Report Annual Report 2014
0004779401 2013-01-11 No data Annual Report Annual Report 2013
0004516728 2012-02-01 No data Annual Report Annual Report 2012
0004316932 2011-02-08 No data Annual Report Annual Report 2011
0004101735 2010-02-08 No data Annual Report Annual Report 2010
0003878333 2009-02-02 No data Annual Report Annual Report 2009
0003654145 2008-02-29 No data Annual Report Annual Report 2008
0003407899 2007-02-26 No data Annual Report Annual Report 2007

Related by officers

Secretary of State

Bedford Pool Service, Inc. MONIER INC. Supremeland Gaming, Inc. MJQ DEVELOPMENT LLC SIMPSON BUILDERS, INC. LEX CONSTRUCTION & DEVELOPMENT, INC. CMX CARPENTRY INC. WM. WRIGHT CO. REENGINEERED, INC. SCENIC GLASS INSTALLATION CORP.

THOMAS O. MAYPER

RETIREMENT DESIGN & MANAGEMENT, INC. RDM INVESTMENT SERVICES INC.

RONALD D. WEINER

RETIREMENT DESIGN & MANAGEMENT, INC. RDM ALPHA GP, LLC RDM FINANCIAL SERVICES, LLC RDM REAL ESTATE SERVICES FUND, LLC RDM INVESTMENT SERVICES INC. RDM INSURANCE SERVICES INC. RDM MARINE LLC

Related by address

1555 POST ROAD EAST, WESTPORT, CT, 06880

ASPEN MANAGEMENT INC. RIVERBEND DEVELOPMENT ASSOCIATES, LIMITED PARTNERSHIP 728 ASSOCIATES, LIMITED PARTNERSHIP 1555 PRE, LLC CC INSURANCE SPECIALISTS, LLC CAMBRIDGE DALEY, LLC R. INVESTMENT CORP. DONAP, INC. PINE RIDGE CORP. WESTINN LTD.

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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