| Entity Name: | NEW ENGLAND GUILD WEALTH ADVISORS, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 18 Jul 1991 |
| Business ALEI: | 0263088 |
| Annual report due: | 18 Jul 2025 |
| NAICS code: | 525990 - Other Financial Vehicles |
| Business address: | 8 Up The Road, West Simsbury, CT, 06092, United States |
| Mailing address: | 8 Up The Road, West Simsbury, CT, United States, 06092 |
| ZIP code: | 06092 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 20000 |
| E-Mail: | financialsolutions444@gmail.com |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 878057 | 139 SIMSBURY ROAD, AVON, CT, 06001 | 139 SIMSBURY ROAD, AVON, CT, 06001 | 8602363301 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2023-01-11 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-06
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2022-10-06 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-08
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2022-07-08 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-18
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2022-04-18 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-12
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2022-01-12 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-07
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2021-10-07 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-12
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2021-07-12 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-08
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2021-04-08 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-01-15
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2021-01-15 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-10-05
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2020-10-05 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-07-08
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2020-07-08 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-06
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2020-04-06 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-06
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2020-01-06 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-10
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2019-10-10 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2019-08-21 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2019-08-21 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2019-08-21 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2019-08-21
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2019-08-21 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2019-08-20
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2019-08-20 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-08-20
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2019-08-20 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-08-20
| Form type | 13F-HR |
| File number | 028-19581 |
| Filing date | 2019-08-20 |
| Reporting date | 2018-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEW ENGLAND GUILD WEALTH ADVISORS CASH BALANCE PLAN | 2023 | 061323290 | 2024-07-10 | NEW ENGLAND GUILD WEALTH ADVISORS | 2 | |||||||||||||
|
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| NEW ENGLAND GUILD WEALTH ADVISORS CASH BALANCE PLAN | 2022 | 061323290 | 2023-06-27 | NEW ENGLAND GUILD WEALTH ADVISORS | 6 | |||||||||||||
|
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| NEW ENGLAND GUILD WEALTH ADVISORS PROFIT SHARING PLAN | 2022 | 061323290 | 2023-06-27 | NEW ENGLAND GUILD WEALTH ADVISORS | 6 | |||||||||||||
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| NEW ENGLAND GUILD WEALTH ADVISORS CASH BALANCE PLAN | 2021 | 061323290 | 2022-03-07 | NEW ENGLAND GUILD WEALTH ADVISORS | 6 | |||||||||||||
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| NEW ENGLAND GUILD WEALTH ADVISORS PROFIT SHARING PLAN | 2021 | 061323290 | 2022-03-07 | NEW ENGLAND GUILD WEALTH ADVISORS | 6 | |||||||||||||
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| NEW ENGLAND GUILD WEALTH ADVISORS PROFIT SHARING PLAN | 2020 | 061323290 | 2021-04-29 | NEW ENGLAND GUILD WEALTH ADVISORS | 6 | |||||||||||||
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| NEW ENGLAND GUILD WEALTH ADVISORS CASH BALANCE PLAN | 2020 | 061323290 | 2021-04-29 | NEW ENGLAND GUILD WEALTH ADVISORS | 6 | |||||||||||||
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| NEW ENGLAND GUILD WEALTH ADVISORS CASH BALANCE PLAN | 2019 | 061323290 | 2020-07-14 | NEW ENGLAND GUILD WEALTH ADVISORS | 6 | |||||||||||||
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| NEW ENGLAND GUILD WEALTH ADVISORS PROFIT SHARING PLAN | 2019 | 061323290 | 2020-07-14 | NEW ENGLAND GUILD WEALTH ADVISORS | 6 | |||||||||||||
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| NEW ENGLAND GUILD WEALTH ADVISORS CASH BALANCE PLAN | 2018 | 061323290 | 2019-05-14 | NEW ENGLAND GUILD WEALTH ADVISORS | 7 | |||||||||||||
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| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| E PATRICK LOGUE | Agent | 8 Up The Road, West Simsbury, CT, 06092, United States | 8 Up The Road, West Simsbury, CT, 06092, United States | +1 860-913-1180 | financialsolutions444@gmail.com | 8 Up The Road, West Simsbury, CT, 06092, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| E. PATRICK LOGUE | Officer | 139 SIMSBURY ROAD, AVON, CT, 06001, United States | 8 UP THE ROAD, W. SIMSBURY, CT, 06092, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | NEW ENGLAND GUILD, INC. THE | NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 2013-08-09 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012268148 | 2024-06-18 | No data | Annual Report | Annual Report | No data |
| BF-0011388931 | 2023-07-03 | No data | Annual Report | Annual Report | No data |
| BF-0010372350 | 2022-07-18 | No data | Annual Report | Annual Report | 2022 |
| BF-0009762212 | 2021-10-16 | No data | Annual Report | Annual Report | No data |
| 0006926455 | 2020-06-18 | No data | Annual Report | Annual Report | 2020 |
| 0006577067 | 2019-06-14 | 2019-06-14 | Change of Agent | Agent Change | No data |
| 0006572617 | 2019-06-11 | No data | Annual Report | Annual Report | 2019 |
| 0006414334 | 2019-02-27 | No data | Annual Report | Annual Report | 2018 |
| 0006414330 | 2019-02-27 | No data | Annual Report | Annual Report | 2017 |
| 0005607498 | 2016-07-21 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
