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  5. BEACON FINANCIAL GROUP, INC.

BEACON FINANCIAL GROUP, INC.

Headquarter

Company Details

Entity Name: BEACON FINANCIAL GROUP, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Dissolved
Date Formed: 27 Oct 1994
Date of dissolution: 31 Dec 2014
Business ALEI: 0303490
Annual report due: 26 Oct 2012
Business address: CLOCK TOWER SQUARE 477 MAIN ST., MONROE, CT, 06468
ZIP code: 06468
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 300
E-Mail: L.AGLER@BEACONFINANCIAL.COM

Links between entities

Type Company Name Company Number State
Headquarter of BEACON FINANCIAL GROUP, INC. 2093696 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BEACON FINANCIAL GROUP, INC. 401(K) P/S PLAN 2012 061410079 2013-09-30 BEACON FINANCIAL GROUP, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524210
Sponsor’s telephone number 2032614151
Plan sponsor’s address 477 MAIN STREET, MONROE, CT, 06468

Plan administrator’s name and address
Administrator’s EIN 061410079
Plan administrator’s name BEACON FINANCIAL GROUP, INC.
Plan administrator’s address 477 MAIN STREET, MONROE, CT, 06468
Administrator’s telephone number 2032614151

Signature of
Role Plan administrator
Date 2013-09-30
Name of individual signing LAWRENCE AGLER
Valid signature Filed with authorized/valid electronic signature
BEACON FINANCIAL GROUP, INC. 401(K) P/S PLAN 2012 061410079 2013-10-01 BEACON FINANCIAL GROUP, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524210
Sponsor’s telephone number 2032614151
Plan sponsor’s address 477 MAIN STREET, MONROE, CT, 06468

Signature of
Role Plan administrator
Date 2013-10-01
Name of individual signing LAWRENCE AGLER
Valid signature Filed with authorized/valid electronic signature
BEACON FINANCIAL GROUP, INC. 401(K) P/S PLAN 2011 061410079 2012-10-04 BEACON FINANCIAL GROUP, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524210
Sponsor’s telephone number 2032614151
Plan sponsor’s address 477 MAIN STREET, MONROE, CT, 06468

Plan administrator’s name and address
Administrator’s EIN 061410079
Plan administrator’s name BEACON FINANCIAL GROUP, INC.
Plan administrator’s address 477 MAIN STREET, MONROE, CT, 06468
Administrator’s telephone number 2032614151

Signature of
Role Plan administrator
Date 2012-10-04
Name of individual signing LAWRENCE AGLER
Valid signature Filed with authorized/valid electronic signature
BEACON FINANCIAL GROUP, INC. 401(K) P/S PLAN 2010 061410079 2011-10-13 BEACON FINANCIAL GROUP, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524210
Sponsor’s telephone number 2032614151
Plan sponsor’s address 477 MAIN STREET, MONROE, CT, 06468

Plan administrator’s name and address
Administrator’s EIN 061410079
Plan administrator’s name BEACON FINANCIAL GROUP, INC.
Plan administrator’s address 477 MAIN STREET, MONROE, CT, 06468
Administrator’s telephone number 2032614151

Signature of
Role Plan administrator
Date 2011-10-13
Name of individual signing LAWRENCE AGLER
Valid signature Filed with authorized/valid electronic signature
BEACON FINANCIAL GROUP, INC. 401(K) P/S PLAN 2009 061410079 2010-06-24 BEACON FINANCIAL GROUP, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 524210
Sponsor’s telephone number 2032614151
Plan sponsor’s address 477 MAIN STREET, MONROE, CT, 06468

Plan administrator’s name and address
Administrator’s EIN 061410079
Plan administrator’s name BEACON FINANCIAL GROUP, INC.
Plan administrator’s address 477 MAIN STREET, MONROE, CT, 06468
Administrator’s telephone number 2032614151

Signature of
Role Plan administrator
Date 2010-06-24
Name of individual signing LAWRENCE AGLER
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
LAWRENCE J. AGLER Officer 477 MAIN ST., MONROE, CT, 06468, United States 50 JOG HILL ROAD, TRUMBULL, CT, 06615, United States
DAVID J. CASLIN Officer BEACON FINANCIAL GROUP, INC., 477 MAIN ST., MONROE, CT, 06468, United States 79 2ND AVENUE, WESTBROOK, CT, 06498, United States
JOSEPH A BURKE Officer CLOCK TOWER SQUARE, 477 MAIN STREET, MONROE, CT, 06468, United States 399 DOGWOOD ROAD, ORANGE, CT, 06477, United States

Agent

Name Role Business address E-Mail Residence address
LAWRENCE JAY AGLER Agent 4 DANIELS RD, SUITE 109, TRUMBULL, CT, 06611, United States L.AGLER@BEACONFINANCIAL.COM 20 Rennison Road, Trumbull, CT, 06611, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
0005239639 2014-12-19 2014-12-31 Dissolution Certificate of Dissolution No data
0004453997 2011-10-06 No data Annual Report Annual Report 2011
0004248887 2010-09-30 No data Annual Report Annual Report 2010
0004042100 2009-11-02 No data Annual Report Annual Report 2009
0003803160 2008-10-07 No data Annual Report Annual Report 2008
0003551807 2007-10-10 No data Annual Report Annual Report 2007
0003316109 2006-10-18 No data Annual Report Annual Report 2006
0003010421 2005-10-24 No data Annual Report Annual Report 2005
0002930299 2004-10-25 2004-10-25 Annual Report Annual Report 2004
0002736180 2003-11-21 2003-11-21 Annual Report Annual Report 2003

Related by officers

DAVID J. CASLIN

BEACON BENEFITS GROUP, INC.

LAWRENCE JAY AGLER

BEACON 401K ADVISORS, LLC

Related by address

No related companies by address

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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