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  5. HTG INVESTMENT ADVISORS INC.

HTG INVESTMENT ADVISORS INC.

Company Details

Entity Name: HTG INVESTMENT ADVISORS INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 23 Aug 1993
Business ALEI: 0289386
Annual report due: 23 Aug 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 50 LOCUST AVE, NEW CANAAN, CT, 06840, United States
Mailing address: 50 LOCUST AVE, NEW CANAAN, CT, United States, 06840
ZIP code: 06840
County: Fairfield
Place of Formation: DELAWARE
E-Mail: jeannie@htgadvisors.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HTG INVESTMENT ADVISORS 401K PLAN 2023 223248147 2024-05-02 HTG INVESTMENT ADVISORS 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 2039728262
Plan sponsor’s address 50 LOCUST AVENUE, NEW CANAAN, CT, 06840

Signature of
Role Plan administrator
Date 2024-05-02
Name of individual signing ROBIN SHERWOOD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-02
Name of individual signing ROBIN SHERWOOD
Valid signature Filed with authorized/valid electronic signature
HTG INVESTMENT ADVISORS 401K PLAN 2022 223248147 2023-04-05 HTG INVESTMENT ADVISORS 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 2039728262
Plan sponsor’s address 50 LOCUST AVENUE, NEW CANAAN, CT, 06840

Signature of
Role Plan administrator
Date 2023-03-13
Name of individual signing ROBIN SHERWOOD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-03-13
Name of individual signing ROBIN SHERWOOD
Valid signature Filed with authorized/valid electronic signature
HTG INVESTMENT ADVISORS 401K PLAN 2021 223248147 2022-03-24 HTG INVESTMENT ADVISORS 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 2039728262
Plan sponsor’s address 50 LOCUST AVENUE, NEW CANAAN, CT, 06840

Signature of
Role Plan administrator
Date 2022-03-15
Name of individual signing ROBIN SHERWOOD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-03-15
Name of individual signing ROBIN SHERWOOD
Valid signature Filed with authorized/valid electronic signature
HTG INVESTMENT ADVISORS 401K PLAN 2020 223248147 2021-04-15 HTG INVESTMENT ADVISORS 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 2039728262
Plan sponsor’s address 50 LOCUST AVENUE, NEW CANAAN, CT, 06840
HTG INVESTMENT ADVISORS 401K PLAN 2019 223248147 2020-04-01 HTG INVESTMENT ADVISORS 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 2039728262
Plan sponsor’s address 50 LOCUST AVENUE, NEW CANAAN, CT, 06840
HTG INVESTMENT ADVISORS 401K PLAN 2018 223248147 2019-03-08 HTG INVESTMENT ADVISORS 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 2039728262
Plan sponsor’s address 50 LOCUST AVENUE, NEW CANAAN, CT, 06840
HTG INVESTMENT ADVISORS 401K PLAN 2017 223248147 2018-03-26 HTG INVESTMENT ADVISORS 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 2039728262
Plan sponsor’s address 50 LOCUST AVENUE, NEW CANAAN, CT, 06840
HTG INVESTMENT ADVISORS 401K PLAN 2016 223248147 2017-03-08 HTG INVESTMENT ADVISORS 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 2039728262
Plan sponsor’s address 50 LOCUST AVENUE, NEW CANAAN, CT, 06840
HTG INVESTMENT ADVISORS 401K PLAN 2015 223248147 2016-03-16 HTG INVESTMENT ADVISORS 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 2039728262
Plan sponsor’s address 50 LOCUST AVENUE, NEW CANAAN, CT, 06840
HTG INVESTMENT ADVISORS 401K PLAN 2014 223248147 2015-02-27 HTG INVESTMENT ADVISORS 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541990
Sponsor’s telephone number 2039728262
Plan sponsor’s address 50 LOCUST AVENUE, NEW CANAAN, CT, 06840

Agent

Name Role Business address Phone E-Mail Residence address
ROBIN SHERWOOD Agent 50 LOCUST AVENUE, NEW CANAAN, CT, 06840, United States +1 203-858-6584 HTG@HTGadvisors.com 14 MEETING GROVE LANE, NORWALK, CT, 06850, United States

Officer

Name Role Business address Phone E-Mail Residence address
ROBIN SHERWOOD Officer 50 LOCUST AVE, NEW CANAAN, CT, 06840, United States +1 203-858-6584 HTG@HTGadvisors.com 14 MEETING GROVE LANE, NORWALK, CT, 06850, United States
LEX ZAHAROFF Officer 50 LOCUST AVENUE, NEW CANAAN, CT, 06840, United States No data No data 72 WEST BRANCH ROAD, WESTON, CT, 06883, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012290590 2024-08-05 No data Annual Report Annual Report No data
BF-0011253855 2023-08-08 No data Annual Report Annual Report No data
BF-0010787055 2022-08-11 No data Annual Report Annual Report No data
BF-0009807991 2022-02-01 No data Annual Report Annual Report No data
0007233423 2021-03-16 No data Annual Report Annual Report 2020
0007233086 2021-03-15 No data Annual Report Annual Report 2019
0007232164 2021-03-15 No data Annual Report Annual Report 2017
0007232184 2021-03-15 No data Annual Report Annual Report 2018
0005902432 2017-08-03 No data Annual Report Annual Report 2016
0005632986 2016-08-18 No data Annual Report Annual Report 2015

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Related by address

50 LOCUST AVE, NEW CANAAN, CT, 06840, United States

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J. M. LUMMIS & COMPANY, INC. TREGURTHA FAMILY FOUNDATION, INC.

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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