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  5. GEORGETOWN FINANCIAL GROUP, INC.

GEORGETOWN FINANCIAL GROUP, INC.

Headquarter

Company Details

Entity Name: GEORGETOWN FINANCIAL GROUP, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 17 Jul 1996
Business ALEI: 0536893
Annual report due: 17 Jul 2025
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 73 Redding Rd, Georgetown, CT, 06829, United States
Mailing address: P.O. BOX 11, GEORGETOWN, CT, United States, 06829-0011
ZIP code: 06829
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 1000
E-Mail: john@gfginc.com

Links between entities

Type Company Name Company Number State
Headquarter of GEORGETOWN FINANCIAL GROUP, INC., NEW YORK 2166015 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GEORGETOWN FINANCIAL GROUP, INC. 401(K) PLAN 2023 061460536 2024-04-01 GEORGETOWN FINANCIAL GROUP, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-05-01
Business code 524210
Sponsor’s telephone number 2035449300
Plan sponsor’s address 73 REDDING RD, P.O. BOX 11, GEORGETOWN, CT, 06829

Signature of
Role Plan administrator
Date 2024-04-01
Name of individual signing JOHN DESALVA
Valid signature Filed with authorized/valid electronic signature
GEORGETOWN FINANCIAL GROUP, INC. 401(K) PLAN 2022 061460536 2023-05-30 GEORGETOWN FINANCIAL GROUP, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-05-01
Business code 524210
Sponsor’s telephone number 2035449300
Plan sponsor’s address 73 REDDING RD, P.O. BOX 11, GEORGETOWN, CT, 06829

Signature of
Role Plan administrator
Date 2023-05-30
Name of individual signing JOHN DESALVA
Valid signature Filed with authorized/valid electronic signature
GEORGETOWN FINANCIAL GROUP, INC. 401(K) PLAN 2021 061460536 2022-04-25 GEORGETOWN FINANCIAL GROUP, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-05-01
Business code 524210
Sponsor’s telephone number 2035449300
Plan sponsor’s address 73 REDDING RD, P.O. BOX 11, GEORGETOWN, CT, 06829

Signature of
Role Plan administrator
Date 2022-04-25
Name of individual signing JOHN DESALVA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-04-25
Name of individual signing JOHN A DESALVA
Valid signature Filed with authorized/valid electronic signature
GEORGETOWN FINANCIAL GROUP, INC. 401(K) PLAN 2020 061460536 2021-04-06 GEORGETOWN FINANCIAL GROUP, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-05-01
Business code 524210
Sponsor’s telephone number 2035449300
Plan sponsor’s address 73 REDDING RD, P.O. BOX 11, GEORGETOWN, CT, 06829

Signature of
Role Plan administrator
Date 2021-04-06
Name of individual signing JOHN DESALVA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-04-06
Name of individual signing JOHN A DESALVA
Valid signature Filed with authorized/valid electronic signature
GEORGETOWN FINANCIAL GROUP, INC. 401(K) PLAN 2019 061460536 2020-06-18 GEORGETOWN FINANCIAL GROUP, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-05-01
Business code 524210
Sponsor’s telephone number 2035449300
Plan sponsor’s address 73 REDDING RD, P.O. BOX 11, GEORGETOWN, CT, 06829

Signature of
Role Plan administrator
Date 2020-06-18
Name of individual signing JOHN DESALVA
Valid signature Filed with authorized/valid electronic signature
GEORGETOWN FINANCIAL GROUP, INC. 401(K) PLAN 2018 061460536 2019-07-08 GEORGETOWN FINANCIAL GROUP, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-05-01
Business code 524210
Sponsor’s telephone number 2035449300
Plan sponsor’s address 73 REDDING RD, P.O. BOX 11, GEORGETOWN, CT, 06829

Signature of
Role Plan administrator
Date 2019-07-08
Name of individual signing JOHN DESALVA
Valid signature Filed with authorized/valid electronic signature
GEORGETOWN FINANCIAL GROUP, INC. 401(K) PLAN 2017 061460536 2018-10-10 GEORGETOWN FINANCIAL GROUP, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-05-01
Business code 524210
Sponsor’s telephone number 2035449300
Plan sponsor’s address P.O. BOX 11, GEORGETOWN, CT, 068290011

Signature of
Role Plan administrator
Date 2018-10-10
Name of individual signing JOHN DESALVA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-10
Name of individual signing JOHN DESALVA
Valid signature Filed with authorized/valid electronic signature
GEORGETOWN FINANCIAL GROUP, INC. 401(K) PLAN 2016 061460536 2017-07-20 GEORGETOWN FINANCIAL GROUP, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-05-01
Business code 524210
Sponsor’s telephone number 2035449300
Plan sponsor’s address P.O. BOX 11, GEORGETOWN, CT, 068290011

Signature of
Role Plan administrator
Date 2017-07-20
Name of individual signing SUSAN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-20
Name of individual signing SUSAN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
GEORGETOWN FINANCIAL GROUP, INC. 401(K) PLAN 2015 061460536 2016-10-14 GEORGETOWN FINANCIAL GROUP, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-05-01
Business code 524210
Sponsor’s telephone number 2035449300
Plan sponsor’s address 73 REDDING ROAD, P.O. BOX 11, GEORGETOWN, CT, 06829

Signature of
Role Plan administrator
Date 2016-10-14
Name of individual signing SUSAN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-14
Name of individual signing SUSAN SCHAEFER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JOHN A. DESALVA Agent 73 Redding Rd, Redding, CT, 06896-3210, United States P.O. Box 11, GEORGETOWN, CT, 06829-0011, United States +1 203-722-6218 john@gfginc.com 52 High Ridge Road, Redding, CT, 06896, United States

Officer

Name Role Business address Phone E-Mail Residence address
SUSAN B. SCHAEFER Officer 73 REDDING ROAD, GEORGETOWN, CT, 06829-0011, United States No data No data 18 COLONIAL ROAD, WESTPORT, CT, 06880, United States
JOHN A. DESALVA Officer 73 REDDING ROAD, GEORGETOWN, CT, 06829-0011, United States +1 203-722-6218 john@gfginc.com 52 High Ridge Road, Redding, CT, 06896, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012296112 2024-06-17 No data Annual Report Annual Report No data
BF-0011256439 2023-06-21 No data Annual Report Annual Report No data
BF-0010308073 2022-06-17 No data Annual Report Annual Report 2022
BF-0009759118 2021-07-19 No data Annual Report Annual Report No data
0007022044 2020-11-19 No data Annual Report Annual Report 2020
0006573359 2019-06-11 No data Annual Report Annual Report 2019
0006290274 2018-12-11 No data Annual Report Annual Report 2018
0005886469 2017-07-12 No data Annual Report Annual Report 2017
0005610559 2016-07-23 No data Annual Report Annual Report 2016
0005386095 2015-08-25 No data Annual Report Annual Report 2015

Related by officers

JOHN A. DESALVA

GFG WEALTH MANAGEMENT, INC. PLANNED BENEFITS, INCORPORATED

SUSAN B. SCHAEFER

NASH DRUM CORPS, INC. THE JOHN SCHAEFER BUILDER, INCORPORATED PLANNED BENEFITS, INCORPORATED

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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