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WHITMAN BREED ABBOTT & MORGAN LLC

Company Details

Entity Name: WHITMAN BREED ABBOTT & MORGAN LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 19 May 1995
Business ALEI: 0515026
Annual report due: 31 Mar 2025
NAICS code: 541110 - Offices of Lawyers
Business address: 500 WEST PUTNAM AVE 2ND FL., GREENWICH, CT, 06830, United States
Mailing address: 500 WEST PUTNAM AVE 2ND FL., GREENWICH, CT, United States, 06830
ZIP code: 06830
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: mtaddonio@wbamct.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WHITMAN BREED ABBOTT & MORGAN LLC 401(K) PLAN 2012 061432923 2013-07-30 WHITMAN BREED ABBOTT & MORGAN LLC 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-12-01
Business code 541110
Sponsor’s telephone number 2038693800
Plan sponsor’s mailing address 500 WEST PUTNAM AVENUE, GREENWICH, CT, 06830
Plan sponsor’s address 500 WEST PUTNAM AVENUE, GREENWICH, CT, 06830

Plan administrator’s name and address

Administrator’s EIN 061432923
Plan administrator’s name WHITMAN BREED ABBOTT & MORGAN LLC
Plan administrator’s address 500 WEST PUTNAM AVENUE, GREENWICH, CT, 06830
Administrator’s telephone number 2038693800

Number of participants as of the end of the plan year

Active participants 37
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 2
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 37
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2013-07-30
Name of individual signing KEVIN A. WALSH
Valid signature Filed with authorized/valid electronic signature
WHITMAN BREED ABBOTT & MORGAN LLC 401(K) PLAN 2011 061432923 2012-06-08 WHITMAN BREED ABBOTT & MORGAN LLC 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-12-01
Business code 541110
Sponsor’s telephone number 2038693800
Plan sponsor’s mailing address 500 WEST PUTNAM AVENUE, GREENWICH, CT, 06830
Plan sponsor’s address 500 WEST PUTNAM AVENUE, GREENWICH, CT, 06830

Plan administrator’s name and address

Administrator’s EIN 061432923
Plan administrator’s name WHITMAN BREED ABBOTT & MORGAN LLC
Plan administrator’s address 500 WEST PUTNAM AVENUE, GREENWICH, CT, 06830
Administrator’s telephone number 2038693800

Number of participants as of the end of the plan year

Active participants 36
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 2
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 35
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2

Signature of

Role Plan administrator
Date 2012-06-08
Name of individual signing KEVIN A. WALSH
Valid signature Filed with authorized/valid electronic signature
WHITMAN BREED ABBOTT & MORGAN LLC 401(K) PLAN 2010 061432923 2011-10-05 WHITMAN BREED ABBOTT & MORGAN LLC 42
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-12-01
Business code 541110
Sponsor’s telephone number 2038693800
Plan sponsor’s mailing address 500 WEST PUTNAM AVENUE, GREENWICH, CT, 06830
Plan sponsor’s address 500 WEST PUTNAM AVENUE, GREENWICH, CT, 06830

Plan administrator’s name and address

Administrator’s EIN 061432923
Plan administrator’s name WHITMAN BREED ABBOTT & MORGAN LLC
Plan administrator’s address 500 WEST PUTNAM AVENUE, GREENWICH, CT, 06830
Administrator’s telephone number 2038693800

Number of participants as of the end of the plan year

Active participants 35
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 2
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 34
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of

Role Plan administrator
Date 2011-10-05
Name of individual signing KEVIN A. WALSH
Valid signature Filed with authorized/valid electronic signature
WHITMAN BREED ABBOTT & MORGAN LLC 401(K) PLAN 2009 061432923 2010-08-18 WHITMAN BREED ABBOTT & MORGAN LLC 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-12-01
Business code 541110
Sponsor’s telephone number 2038693800
Plan sponsor’s mailing address 500 WEST PUTNAM AVENUE, GREENWICH, CT, 06830
Plan sponsor’s address 500 WEST PUTNAM AVENUE, GREENWICH, CT, 06830

Plan administrator’s name and address

Administrator’s EIN 061432923
Plan administrator’s name WHITMAN BREED ABBOTT & MORGAN LLC
Plan administrator’s address 500 WEST PUTNAM AVENUE, GREENWICH, CT, 06830
Administrator’s telephone number 2038693800

Number of participants as of the end of the plan year

Active participants 39
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 3
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 39
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2010-08-18
Name of individual signing KEVIN A. WALSH
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
KEVIN A. WALSH Officer 500 WEST PUTNAM AVENUE, 2ND FLOOR, GREENWICH, CT, 06830, United States 15 CANOE TRAIL, DARIEN, CT, 06820, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
KEVIN A WALSH Agent C/O WHITMAN BREED ABBOTT & MORGAN LLC, 500 WEST PUTNAM AVE, GREENWICH, CT, 06830, United States C/O WHITMAN BREED ABBOTT & MORGAN LLC, 500 WEST PUTNAM AVE, GREENWICH, CT, 06830, United States +1 203-912-3165 mtaddonio@wbamct.com 15 CANOE TRAIL, DARIEN, CT, 06820, United States

History

Type Old value New value Date of change
Name change ADVOCATES LLC WHITMAN BREED ABBOTT & MORGAN LLC 2002-05-17

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012359439 2024-02-14 No data Annual Report Annual Report No data
BF-0011254185 2023-02-06 No data Annual Report Annual Report No data
BF-0010259383 2022-03-03 No data Annual Report Annual Report 2022
0007105645 2021-02-02 No data Annual Report Annual Report 2021
0006762469 2020-02-19 No data Annual Report Annual Report 2020
0006476994 2019-03-19 No data Annual Report Annual Report 2019
0006476980 2019-03-19 No data Annual Report Annual Report 2018
0005848278 2017-05-11 2017-05-11 Change of Agent Agent Change No data
0005837511 2017-05-08 No data Annual Report Annual Report 2015
0005837517 2017-05-08 No data Annual Report Annual Report 2016

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website