Search icon

HELMING & COMPANY, P.C.

Company Details

Entity Name: HELMING & COMPANY, P.C.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 02 Apr 1991 (Companies founded in April 1991)
Business ALEI: 0260235
Annual report due: 02 Apr 2025
NAICS code: 812990 - All Other Personal Services
Business address: 8 FAIRFIELD BOULEVARD, WALLINGFORD, CT, 06492, United States
Mailing address: P O BOX 847, WALLINGFORD, CT, United States, 06492
ZIP code: 06492 (Companies in New Haven, 06492)
County: New Haven
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: chelming@helmingcpas.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HELMING & COMPANY, P.C. 2010 061317083 2011-05-09 HELMING & COMPANY, P.C. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2032652048
Plan sponsor’s mailing address 8 FAIRFIELD BLVD., P.O. BOX 847, WALLINGFORD, CT, 06492
Plan sponsor’s address 8 FAIRFIELD BLVD., P.O. BOX 847, WALLINGFORD, CT, 06492

Plan administrator’s name and address

Administrator’s EIN 061317083
Plan administrator’s name HELMING & COMPANY, P.C.
Plan administrator’s address 8 FAIRFIELD BLVD., P.O. BOX 847, WALLINGFORD, CT, 06492
Administrator’s telephone number 2032652048

Number of participants as of the end of the plan year

Active participants 0
Number of participants with account balances as of the end of the plan year 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2011-05-09
Name of individual signing SUSAN LOZA
Valid signature Filed with authorized/valid electronic signature
HELMING & COMPANY, P.C. 2010 061317083 2011-05-05 HELMING & COMPANY, P.C. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2032652048
Plan sponsor’s mailing address 8 FAIRFIELD BLVD., P.O. BOX 847, WALLINGFORD, CT, 06492
Plan sponsor’s address 8 FAIRFIELD BLVD., P.O. BOX 847, WALLINGFORD, CT, 06492

Plan administrator’s name and address

Administrator’s EIN 061317083
Plan administrator’s name HELMING & COMPANY, P.C.
Plan administrator’s address 8 FAIRFIELD BLVD., P.O. BOX 847, WALLINGFORD, CT, 06492
Administrator’s telephone number 2032652048

Number of participants as of the end of the plan year

Active participants 2
Number of participants with account balances as of the end of the plan year 2

Signature of

Role Plan administrator
Date 2011-05-05
Name of individual signing SUSAN LOZA
Valid signature Filed with authorized/valid electronic signature
HELMING & COMPANY, P.C. 2010 061317083 2011-05-05 HELMING & COMPANY, P.C. 2
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2032652048
Plan sponsor’s mailing address 8 FAIRFIELD BLVD., P.O. BOX 847, WALLINGFORD, CT, 06492
Plan sponsor’s address 8 FAIRFIELD BLVD., P.O. BOX 847, WALLINGFORD, CT, 06492

Plan administrator’s name and address

Administrator’s EIN 061317083
Plan administrator’s name HELMING & COMPANY, P.C.
Plan administrator’s address 8 FAIRFIELD BLVD., P.O. BOX 847, WALLINGFORD, CT, 06492
Administrator’s telephone number 2032652048

Number of participants as of the end of the plan year

Active participants 2
Number of participants with account balances as of the end of the plan year 2

Signature of

Role Plan administrator
Date 2011-05-05
Name of individual signing SUSAN LOZA
Valid signature Filed with authorized/valid electronic signature
HELMING & COMPANY, P.C. 2010 061317083 2011-05-05 HELMING & COMPANY, P.C. 2
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2032652048
Plan sponsor’s mailing address 8 FAIRFIELD BLVD., P.O. BOX 847, WALLINGFORD, CT, 06492
Plan sponsor’s address 8 FAIRFIELD BLVD., P.O. BOX 847, WALLINGFORD, CT, 06492

Plan administrator’s name and address

Administrator’s EIN 061317083
Plan administrator’s name HELMING & COMPANY, P.C.
Plan administrator’s address 8 FAIRFIELD BLVD., P.O. BOX 847, WALLINGFORD, CT, 06492
Administrator’s telephone number 2032652048

Number of participants as of the end of the plan year

Active participants 2
Number of participants with account balances as of the end of the plan year 2

Signature of

Role Plan administrator
Date 2011-05-05
Name of individual signing SUSAN LOZA
Valid signature Filed with authorized/valid electronic signature
HELMING & COMPANY, P.C. 2009 061317083 2010-05-20 HELMING & COMPANY, P.C. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2032652048
Plan sponsor’s mailing address 8 FAIRFIELD BLVD., P.O. BOX 847, WALLINGFORD, CT, 06492
Plan sponsor’s address 8 FAIRFIELD BLVD., P.O. BOX 847, WALLINGFORD, CT, 06492

Plan administrator’s name and address

Administrator’s EIN 061317083
Plan administrator’s name HELMING & COMPANY, P.C.
Plan administrator’s address 8 FAIRFIELD BLVD., P.O. BOX 847, WALLINGFORD, CT, 06492
Administrator’s telephone number 2032652048

Number of participants as of the end of the plan year

Active participants 2
Retired or separated participants receiving benefits 0
Number of participants with account balances as of the end of the plan year 2
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2010-05-20
Name of individual signing SUSAN LOZA
Valid signature Filed with authorized/valid electronic signature
HELMING & COMPANY, P.C. 2009 061317083 2010-05-04 HELMING & COMPANY, P.C. 2
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 541211
Sponsor’s telephone number 2032652048
Plan sponsor’s mailing address 8 FAIRFIELD BLVD., P.O. BOX 847, WALLINGFORD, CT, 06492
Plan sponsor’s address 8 FAIRFIELD BLVD., P.O. BOX 847, WALLINGFORD, CT, 06492

Plan administrator’s name and address

Administrator’s EIN 061317083
Plan administrator’s name HELMING & COMPANY, P.C.
Plan administrator’s address 8 FAIRFIELD BLVD., P.O. BOX 847, WALLINGFORD, CT, 06492
Administrator’s telephone number 2032652048

Number of participants as of the end of the plan year

Active participants 2
Retired or separated participants receiving benefits 0
Number of participants with account balances as of the end of the plan year 2
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2010-05-04
Name of individual signing SUSAN LOZA
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
CARLTON E HELMING Agent 8 FAIRFIELD BLVD., WALLINGFORD, CT, 06492, United States 8 FAIRFIELD BLVD., WALLINGFORD, CT, 06492, United States +1 203-915-4696 sloza@helmingcpas.com 313 SIR WALTER DRIVE, CHESHIRE, CT, 06410, United States

Officer

Name Role Business address Residence address
CARLTON E. HELMING Officer 8 FAIRFIELD BLVD, WALLINGFORD, CT, 06492, United States 313 SIR WALTER DRIVE, CHESHIRE, CT, 06410, United States
SUSAN N. LOZA Officer 8 FAIRFIELD BLVD, WALLINGFORD, CT, 06492, United States 11 LANTERN VIEW DRIVE, NORTH BRANFORD, CT, 06471, United States

Director

Name Role Business address Residence address
CARLTON E. HELMING Director 8 FAIRFIELD BLVD, WALLINGFORD, CT, 06492, United States 313 SIR WALTER DRIVE, CHESHIRE, CT, 06410, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012269580 2024-03-19 No data Annual Report Annual Report No data
BF-0011391105 2023-05-01 No data Annual Report Annual Report No data
BF-0010262394 2022-06-05 No data Annual Report Annual Report 2022
0007333208 2021-05-12 No data Annual Report Annual Report 2021
0006869083 2020-04-01 No data Annual Report Annual Report 2020
0006429669 2019-03-07 No data Annual Report Annual Report 2019
0006119064 2018-03-13 No data Annual Report Annual Report 2018
0005808395 2017-04-03 No data Annual Report Annual Report 2017
0005533403 2016-04-11 No data Annual Report Annual Report 2016
0005372024 2015-07-28 No data Annual Report Annual Report 2015

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website