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  5. CENTER FOR FINANCIAL TRAINING, INC.

CENTER FOR FINANCIAL TRAINING, INC.

Headquarter

Company Details

Entity Name: CENTER FOR FINANCIAL TRAINING, INC.
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 19 Apr 1993
Business ALEI: 0284986
Annual report due: 19 Apr 2025
NAICS code: 611430 - Professional and Management Development Training
Business address: 10 Waterside Drive, Farmington, CT, 06032, United States
Mailing address: 78 Stage Road, Williamsburg, MA, United States, 01096
ZIP code: 06032
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: marta@cfteducation.org

Links between entities

Type Company Name Company Number State
Headquarter of CENTER FOR FINANCIAL TRAINING, INC., ALABAMA 000-939-228 ALABAMA
Headquarter of CENTER FOR FINANCIAL TRAINING, INC., NEW YORK 3238053 NEW YORK
Headquarter of CENTER FOR FINANCIAL TRAINING, INC., ILLINOIS CORP_66139379 ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES, INC 401(K) SVGS PLAN 2023 061367018 2024-06-12 CENTER FOR FINANCIAL TRAINING ATLANTIC STATES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 522120
Sponsor’s telephone number 8603831178
Plan sponsor’s address 10 WATERSIDE DRIVE, SUITE 300, FARMINGTON, CT, 060320000

Signature of
Role Plan administrator
Date 2024-06-11
Name of individual signing MARTA W CAREY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-11
Name of individual signing MARTA W CAREY
Valid signature Filed with authorized/valid electronic signature
CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES, INC 401(K) SVGS PLAN 2022 061367018 2023-06-08 CENTER FOR FINANCIAL TRAINING ATLANTIC STATES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 522120
Sponsor’s telephone number 8603831178
Plan sponsor’s address 10 WATERSIDE DRIVE, SUITE 300, FARMINGTON, CT, 060320000

Signature of
Role Plan administrator
Date 2023-06-07
Name of individual signing MARTA W CAREY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-07
Name of individual signing MARTA W CAREY
Valid signature Filed with authorized/valid electronic signature
CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES, INC 401(K) SVGS PLAN 2021 061367018 2022-05-09 CENTER FOR FINANCIAL TRAINING ATLANTIC STATES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 522120
Sponsor’s telephone number 8603831178
Plan sponsor’s address PO BOX 969, NORWICH, CT, 06360

Signature of
Role Plan administrator
Date 2022-05-09
Name of individual signing MARTA W CAREY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-09
Name of individual signing MARTA W CAREY
Valid signature Filed with authorized/valid electronic signature
CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES, INC 401(K) SVGS PLAN 2020 061367018 2021-05-27 CENTER FOR FINANCIAL TRAINING ATLANTIC STATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 522120
Sponsor’s telephone number 8603831178
Plan sponsor’s address PO BOX 969, NORWICH, CT, 06360

Signature of
Role Plan administrator
Date 2021-05-27
Name of individual signing MARTA W CAREY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-27
Name of individual signing MARTA W CAREY
Valid signature Filed with authorized/valid electronic signature
CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES, INC 401(K) SVGS PLAN 2019 061367018 2020-05-27 CENTER FOR FINANCIAL TRAINING ATLANTIC STATES, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 522120
Sponsor’s telephone number 8603831178
Plan sponsor’s address PO BOX 969, NORWICH, CT, 06360

Signature of
Role Plan administrator
Date 2020-05-27
Name of individual signing MARTA W. CAREY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-27
Name of individual signing MARTA W. CAREY
Valid signature Filed with authorized/valid electronic signature
CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES, INC 401(K) SVGS PLAN 2018 061367018 2019-10-02 CENTER FOR FINANCIAL TRAINING ATLANTIC STATES, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 522120
Sponsor’s telephone number 8603831178
Plan sponsor’s address PO BOX 969, NORWICH, CT, 06360

Signature of
Role Plan administrator
Date 2019-10-02
Name of individual signing MICHAEL MEAKEM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-02
Name of individual signing MICHAEL MEAKEM
Valid signature Filed with authorized/valid electronic signature
CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES, INC 401(K) SVGS PLAN 2017 061367018 2018-07-18 CENTER FOR FINANCIAL TRAINING 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 522120
Sponsor’s telephone number 8603831178
Plan sponsor’s address PO BOX 969, NORWICH, CT, 06360

Signature of
Role Plan administrator
Date 2018-07-18
Name of individual signing MICHAEL MEAKEM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-18
Name of individual signing MICHAEL MEAKEM
Valid signature Filed with authorized/valid electronic signature
CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES, INC 401(K) SVGS PLAN 2016 061367018 2017-09-15 CENTER FOR FINANCIAL TRAINING ATLANTIC STATES, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 522120
Sponsor’s telephone number 8603831178
Plan sponsor’s address PO BOX 969, NORWICH, CT, 06360

Signature of
Role Plan administrator
Date 2017-09-15
Name of individual signing MICHAEL MEAKEM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-09-15
Name of individual signing MICHAEL MEAKEM
Valid signature Filed with authorized/valid electronic signature
CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES, INC 401(K) SVGS PLAN 2015 061367018 2016-07-12 CENTER FOR FINANCIAL TRAINING ATLANTIC STATES, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 522120
Sponsor’s telephone number 8603831178
Plan sponsor’s address PO BOX 969, NORWICH, CT, 06360

Signature of
Role Plan administrator
Date 2016-07-12
Name of individual signing MICHAEL MEAKEM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-12
Name of individual signing MICHAEL MEAKEM
Valid signature Filed with authorized/valid electronic signature
CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES, INC 401(K) SVGS PLAN 2014 061367018 2015-03-26 CENTER FOR FINANCIAL TRAINING ATLANTIC STATES, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 522120
Sponsor’s telephone number 8603831178
Plan sponsor’s address PO BOX 969, NORWICH, CT, 06360

Signature of
Role Plan administrator
Date 2015-03-26
Name of individual signing MICHAEL MEAKEM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-03-26
Name of individual signing MICHAEL MEAKEM
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
CORPORATION SERVICE COMPANY Agent

Director

Name Role Business address Residence address
Michelle Raskevitz Director 36 Main Street, Easthampton, MA, 01027, United States 107 Strong Street, Easthampton, MA, 01027, United States
George Connors Director 1650 Tysons Blvd, Suite 1150, McLean, VA, 22102, United States 2921 N. Dinwiddie Street, Arlington, VA, 22207, United States
Chris Padgett Director 3801 Woodland Heights Rd, Suite 125-G, Little Rock, AR, 72212, United States 5205 Garrison Road, Little Rock, AR, 72223, United States
MARTA W. CAREY Director 10 WATERSIDE DRIVE, FARMINGTON, CT, 06032, United States 78 STAGE ROAD, WILLIAMSBURG, MA, 01096, United States
Ralph Schank Director No data 402 East Swenson Drive, Savannah, MO, 64485, United States
Kimberly Tuttle Director 10 Waterside Drive, Suite 300, Farmington, CT, 06032, United States 21 Paper Chase Drive, Farmington, CT, 06032, United States
William Calderara Director 180 Schwenk Drive, Kingston, NY, 12401, United States 238 Wrentham Street, Kingston, NY, 12401, United States
Brian Wallace Director 9700 W Higgins Road, Suite 1000, Rosemont, IL, 60018, United States 146 Mohawk Dr, Wallingford, CT, 06492-2843, United States
Marc Hendikson Director 655 Flatiron Marketplace Drive, Broomfield, CO, 80021, United States 1851 W 144th Drive, Thornton, CO, 80602, United States

Officer

Name Role Business address Residence address
Renee Few Officer 10 Waterside Drive, Suite 300, Farmington, CT, 06032, United States 5474 Shunpike Rd, Lockport, NY, 14094, United States
Marc Hendikson Officer 655 Flatiron Marketplace Drive, Broomfield, CO, 80021, United States 1851 W 144th Drive, Thornton, CO, 80602, United States
MARTA W. CAREY Officer 10 WATERSIDE DRIVE, FARMINGTON, CT, 06032, United States 78 STAGE ROAD, WILLIAMSBURG, MA, 01096, United States
Michelle Raskevitz Officer 36 Main Street, Easthampton, MA, 01027, United States 107 Strong Street, Easthampton, MA, 01027, United States

History

Type Old value New value Date of change
Name change CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES, INC. CENTER FOR FINANCIAL TRAINING, INC. 2024-09-16
Name change CENTER FOR FINANCIAL TRAINING ATLANTIC STATES, INC. CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES, INC. 2008-05-05
Name change CENTER FOR FINANCIAL TRAINING OF SOUTHERN NEW ENGLAND, INC. CENTER FOR FINANCIAL TRAINING ATLANTIC STATES, INC. 2003-12-10
Name change SOUTHERN NEW ENGLAND A.I.B., INC. CENTER FOR FINANCIAL TRAINING OF SOUTHERN NEW ENGLAND, INC. 2000-06-27
Name change CONNECTICUT A.I.B., INC. SOUTHERN NEW ENGLAND A.I.B., INC. 1994-11-29

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012767590 2024-09-16 2024-09-16 Change of Agent Agent Change No data
BF-0012767728 2024-09-16 2024-09-16 Amendment Certificate of Amendment No data
BF-0012655808 2024-06-04 2024-06-04 Interim Notice Interim Notice No data
BF-0012387614 2024-04-09 No data Annual Report Annual Report No data
BF-0011392619 2023-04-04 No data Annual Report Annual Report No data
BF-0010310326 2022-05-10 No data Annual Report Annual Report 2022
BF-0009804402 2021-08-12 No data Annual Report Annual Report No data
0006932095 2020-06-25 No data Annual Report Annual Report 2019
0006932101 2020-06-25 No data Annual Report Annual Report 2020
0006932051 2020-06-25 No data Annual Report Annual Report 2017

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Related by address

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Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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