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  5. KELLY FINANCIAL GROUP, LLC

KELLY FINANCIAL GROUP, LLC

Headquarter

Company Details

Entity Name: KELLY FINANCIAL GROUP, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 01 Feb 1995
Business ALEI: 0510966
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 100 GREAT MEADOW ROAD, WETHERSFIELD, CT, 06109, United States
Mailing address: 100 GREAT MEADOW ROAD, 701, WETHERSFIELD, CT, United States, 06109
ZIP code: 06109
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: tara@hiwealth.com

Links between entities

Type Company Name Company Number State
Headquarter of KELLY FINANCIAL GROUP, LLC 2506090 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2023 202218087 2024-07-15 KELLY FINANCIAL GROUP LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE #701, WETHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2024-07-15
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2022 202218087 2023-05-26 KELLY FINANCIAL GROUP LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE #701, WETHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2023-05-26
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2021 202218087 2022-07-14 KELLY FINANCIAL GROUP LLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE #701, WETHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2022-07-14
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2020 202218087 2021-08-09 KELLY FINANCIAL GROUP LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE #701, WETHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2021-08-09
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2019 202218087 2020-08-19 KELLY FINANCIAL GROUP LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE #701, WETHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2020-08-19
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2018 202218087 2019-06-04 KELLY FINANCIAL GROUP LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE #701, WETHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2019-06-04
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2017 202218087 2018-07-16 KELLY FINANCIAL GROUP LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE #701, WETHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2018-07-16
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2016 202218087 2017-06-16 KELLY FINANCIAL GROUP LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE #701, WEATHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2017-06-16
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2015 202218087 2016-09-06 KELLY FINANCIAL GROUP LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE 701, WEATHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2016-09-06
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2014 202218087 2015-06-09 KELLY FINANCIAL GROUP LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE #103, WETHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2015-06-09
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Mailing address Phone E-Mail Residence address
JOSHUA A. HAWKS-LADDS Agent C/O PULLMAN & COMLEY, LLC, 90 STATE HOUSE SQUARE, HARTFORD, CT, 06103, United States +1 860-573-0038 tara@hiwealth.com 100 SHODDY NILL ROAD, BOLTON, CT, 06043, United States

Officer

Name Role Business address Residence address
SCOTT T ILES Officer 100 GREAT MEADOW ROAD, #701, WETHERSFIELD, CT, 06109, United States 98 WOODWARD DRIVE, WOLCOTT, CT, 06716, United States
R GREGORY HAMMOND Officer 100 GREAT MEADOW ROAD, SUITE 701, WETHERSFIELD, CT, 06109, United States 88 WALDEN STREET, WEST HARTFORD, CT, 06107, United States

History

Type Old value New value Date of change
Name change KELLY FINANCIAL , LLC KELLY FINANCIAL GROUP, LLC 1995-06-13

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012359620 2024-01-23 No data Annual Report Annual Report No data
BF-0011254242 2023-01-17 No data Annual Report Annual Report No data
BF-0010228393 2022-01-31 No data Annual Report Annual Report 2022
0007086009 2021-01-28 No data Annual Report Annual Report 2021
0006761342 2020-02-19 No data Annual Report Annual Report 2020
0006303213 2019-01-02 No data Annual Report Annual Report 2019
0006038637 2018-01-27 No data Annual Report Annual Report 2018
0005873795 2017-06-23 No data Annual Report Annual Report 2017
0005475771 2016-01-28 No data Annual Report Annual Report 2016
0005258228 2015-01-16 No data Annual Report Annual Report 2015

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Related by address

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100 GREAT MEADOW ROAD, 701, WETHERSFIELD, CT, United States, 06109

PLANNED GIVING STRATEGIES, LLC

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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