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FISCAL DYNAMICS ASSOCIATES, INC.

Company Details

Entity Name: FISCAL DYNAMICS ASSOCIATES, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 05 Dec 1995 (Companies founded in December 1995)
Business ALEI: 0526885
Annual report due: 05 Dec 2024
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 314 FARMINGTON AVE, FARMINGTON, CT, 06032, United States
Mailing address: 314 FARMINGTON AVE, Suite 100, FARMINGTON, CT, United States, 06032
ZIP code: 06032 (Companies in Hartford, 06032)
County: Hartford
Place of Formation: DELAWARE
E-Mail: FDI@FDICENTRAL.COM

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FISCAL DYNAMICS 401(K) PROFIT SHARING PLAN 2023 061142397 2024-04-10 FISCAL DYNAMICS ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-04-01
Business code 523900
Sponsor’s telephone number 8606771753
Plan sponsor’s address 314 FARMINGTON AVENUE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2024-04-10
Name of individual signing BRIAN SULLIVAN
Valid signature Filed with authorized/valid electronic signature
FISCAL DYNAMICS 401(K) PROFIT SHARING PLAN 2022 061142397 2023-06-21 FISCAL DYNAMICS ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-04-01
Business code 523900
Sponsor’s telephone number 8606771753
Plan sponsor’s address 314 FARMINGTON AVENUE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2023-06-21
Name of individual signing BRIAN SULLIVAN
Valid signature Filed with authorized/valid electronic signature
FISCAL DYNAMICS 401(K) PROFIT SHARING PLAN 2021 061142397 2022-04-29 FISCAL DYNAMICS ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-04-01
Business code 523900
Sponsor’s telephone number 8606771753
Plan sponsor’s address 314 FARMINGTON AVENUE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2022-04-29
Name of individual signing BRIAN SULLIVAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-04-29
Name of individual signing BRIAN SULLIVAN
Valid signature Filed with authorized/valid electronic signature
FISCAL DYNAMICS 401(K) PROFIT SHARING PLAN 2020 061142397 2021-04-20 FISCAL DYNAMICS ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-04-01
Business code 523900
Sponsor’s telephone number 8606771753
Plan sponsor’s address 314 FARMINGTON AVENUE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2021-04-20
Name of individual signing BRIAN SULLIVAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-04-20
Name of individual signing BRIAN SULLIVAN
Valid signature Filed with authorized/valid electronic signature
FISCAL DYNAMICS 401(K) PROFIT SHARING PLAN 2019 061142397 2020-07-21 FISCAL DYNAMICS ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-04-01
Business code 523900
Sponsor’s telephone number 8606771753
Plan sponsor’s address 314 FARMINGTON AVENUE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2020-07-21
Name of individual signing BRIAN SULLIVAN
Valid signature Filed with authorized/valid electronic signature
FISCAL DYNAMICS 401(K) PROFIT SHARING PLAN 2018 061142397 2019-04-30 FISCAL DYNAMICS ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-04-01
Business code 523900
Sponsor’s telephone number 8606771753
Plan sponsor’s address 314 FARMINGTON AVENUE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2019-04-30
Name of individual signing BRIAN SULLIVAN
Valid signature Filed with authorized/valid electronic signature
FISCAL DYNAMICS 401(K) PROFIT SHARING PLAN 2017 061142397 2018-06-19 FISCAL DYNAMICS ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-04-01
Business code 523900
Sponsor’s telephone number 8606771753
Plan sponsor’s address 314 FARMINGTON AVENUE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2018-06-19
Name of individual signing BRIAN SULLIVAN
Valid signature Filed with authorized/valid electronic signature
FISCAL DYNAMICS 401(K) PROFIT SHARING PLAN 2016 061142397 2017-04-21 FISCAL DYNAMICS ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-04-01
Business code 523900
Sponsor’s telephone number 8606771753
Plan sponsor’s address 314 FARMINGTON AVENUE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2017-04-21
Name of individual signing BRIAN SULLIVAN
Valid signature Filed with authorized/valid electronic signature
FISCAL DYNAMICS 401(K) PROFIT SHARING PLAN 2015 061142397 2016-08-03 FISCAL DYNAMICS ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-04-01
Business code 523900
Sponsor’s telephone number 8606771753
Plan sponsor’s address 314 FARMINGTON AVENUE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2016-08-03
Name of individual signing BRIAN SULLIVAN
Valid signature Filed with authorized/valid electronic signature
FISCAL DYNAMICS 401(K) PROFIT SHARING PLAN 2014 061142397 2015-10-16 FISCAL DYNAMICS ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-04-01
Business code 523900
Sponsor’s telephone number 8606771753
Plan sponsor’s address 314 FARMINGTON AVENUE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2015-10-16
Name of individual signing BRIAN SULLIVAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Phone E-Mail Residence address
BRIAN P. SULLIVAN Agent 314 Farmington Ave, Suite 100, Farmington, CT, 06032-1922, United States +1 860-713-3271 fdi@fdicentral.com 500 COUNTRY CLUB ROAD, AVON, CT, 06001, United States

Officer

Name Role Business address Phone E-Mail Residence address
BRIAN P. SULLIVAN Officer 314 Farmington Ave, Suite 100, Farmington, CT, 06032-1922, United States +1 860-713-3271 fdi@fdicentral.com 500 COUNTRY CLUB ROAD, AVON, CT, 06001, United States
PAMELA MELINSON Officer 314 FARMINGTON AVENUE, Suite 100, 314 FARMINGTON AVENUE, FARMINGTON, CT, 06032, United States No data No data 904 BRUSHTOWN ROAD, GWYNEDD VALLEY, PA, 19437, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0011261726 2023-11-20 No data Annual Report Annual Report No data
BF-0010192334 2022-12-05 No data Annual Report Annual Report 2022
BF-0009828815 2021-11-05 No data Annual Report Annual Report No data
0007255994 2021-03-24 No data Annual Report Annual Report 2020
0006676174 2019-11-11 No data Annual Report Annual Report 2019
0006279614 2018-11-19 No data Annual Report Annual Report 2018
0005972690 2017-11-27 No data Annual Report Annual Report 2017
0005705226 2016-11-29 No data Annual Report Annual Report 2016
0005502421 2016-03-04 No data Annual Report Annual Report 2015
0005233503 2014-12-09 No data Annual Report Annual Report 2013

Related by officers

BRIAN P. SULLIVAN

FISCAL DYNAMICS, INC. CONNECTICUT PROPERTY MANAGEMENT ASSOCIATES, LLC PHOTON LIGHTING & DESIGN LLC HARTFORD ONLINE RADIO NETWORK, LLC, ALSO KNOWN AS H.O.R.N., LLC FAIRFIELD EXECUTIVE LIVERY, INC. MDB, LLC 14 WEST BRANCHVILLE, LLC

PAMELA MELINSON

FISCAL DYNAMICS, INC.

Related by address

314 FARMINGTON AVE, FARMINGTON, CT, 06032, United States

FISCAL DYNAMICS, INC.

314 FARMINGTON AVE, Suite 100, FARMINGTON, CT, United States, 06032

FISCAL DYNAMICS, INC.

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website

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