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BEDARD & COMPANY, PC

Company Details

Entity Name: BEDARD & COMPANY, PC
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Date Formed: 26 Jun 1996 (Companies founded in June 1996)
Business ALEI: 0538837
Annual report due: 26 Jun 2025
NAICS code: 541213 - Tax Preparation Services
Business address: 182 GREY ROCK RD, SOUTHBURY, CT, 06488, United States
Mailing address: PO BOX 405, SOUTHBURY, CT, United States, 06488
ZIP code: 06488 (Companies in New Haven, 06488)
County: New Haven
Place of Formation: CONNECTICUT
Total authorized shares: 1000
E-Mail: danbedard11@gmail.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BEDARD & COMPANY, PC 401(K) P/S PLAN 2023 061455918 2024-08-06 BEDARD & COMPANY, PC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-05-23
Business code 541211
Sponsor’s telephone number 2032644454
Plan sponsor’s address 30 POVERTY ROAD, SOUTHBURY, CT, 06488

Signature of
Role Plan administrator
Date 2024-08-06
Name of individual signing DANIEL BEDARD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-08-06
Name of individual signing DANIEL BEDARD
Valid signature Filed with authorized/valid electronic signature
BEDARD & COMPANY, PC CASH BALANCE PLAN 2023 061455918 2024-08-06 BEDARD & COMPANY, PC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541211
Sponsor’s telephone number 2032644454
Plan sponsor’s address 30 POVERTY ROAD, SOUTHBURY, CT, 06488

Signature of
Role Plan administrator
Date 2024-08-06
Name of individual signing DANIEL BEDARD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-08-06
Name of individual signing DANIEL BEDARD
Valid signature Filed with authorized/valid electronic signature
BEDARD & COMPANY, PC CASH BALANCE PLAN 2022 061455918 2023-06-29 BEDARD & COMPANY, PC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541211
Sponsor’s telephone number 2032644454
Plan sponsor’s address 30 POVERTY ROAD, SOUTHBURY, CT, 06488

Signature of
Role Plan administrator
Date 2023-06-06
Name of individual signing DANIEL L BEDARD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-06
Name of individual signing DANIEL L BEDARD
Valid signature Filed with authorized/valid electronic signature
BEDARD & COMPANY, PC 401(K) P/S PLAN 2022 061455918 2023-06-29 BEDARD & COMPANY, PC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-05-23
Business code 541211
Sponsor’s telephone number 2032644454
Plan sponsor’s address 30 POVERTY ROAD, SOUTHBURY, CT, 06488

Signature of
Role Plan administrator
Date 2023-06-06
Name of individual signing DANIEL L BEDARD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-06
Name of individual signing DANIEL L BEDARD
Valid signature Filed with authorized/valid electronic signature
BEDARD & COMPANY, PC 401(K) P/S PLAN 2021 061455918 2022-09-26 BEDARD & COMPANY, PC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-05-23
Business code 541211
Sponsor’s telephone number 2032644454
Plan sponsor’s address 30 POVERTY ROAD, SOUTHBURY, CT, 06488
BEDARD & COMPANY, PC CASH BALANCE PLAN 2021 061455918 2022-09-26 BEDARD & COMPANY, PC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541211
Sponsor’s telephone number 2032644454
Plan sponsor’s address 30 POVERTY ROAD, SOUTHBURY, CT, 06488
BEDARD & COMPANY, PC 401(K) P/S PLAN 2020 061455918 2021-06-18 BEDARD & COMPANY, PC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-05-23
Business code 541211
Sponsor’s telephone number 2032644454
Plan sponsor’s address 30 POVERTY ROAD, SOUTHBURY, CT, 06488
BEDARD & COMPANY, PC CASH BALANCE PLAN 2020 061455918 2021-06-18 BEDARD & COMPANY, PC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541211
Sponsor’s telephone number 2032644454
Plan sponsor’s address 30 POVERTY ROAD, SOUTHBURY, CT, 06488
BEDARD & COMPANY, PC 401(K) P/S PLAN 2019 061455918 2020-10-06 BEDARD & COMPANY, PC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-05-23
Business code 541211
Sponsor’s telephone number 2032644454
Plan sponsor’s address 30 POVERTY ROAD, SOUTHBURY, CT, 06488
BEDARD & COMPANY, PC CASH BALANCE PLAN 2019 061455918 2020-10-06 BEDARD & COMPANY, PC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541211
Sponsor’s telephone number 2032644454
Plan sponsor’s address 30 POVERTY ROAD, SOUTHBURY, CT, 06488

Officer

Name Role Business address Residence address
DANIEL L. BEDARD Officer 30 POVERTY ROAD, SOUTHBURY, CT, 06488, United States 182 GREY ROCK ROAD, SOUTHBURY, CT, 06488, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
DANIEL BEDARD Agent 30 POVERTY ROAD, SOUTHBURY, CT, 06488, United States 30 POVERTY ROAD, SOUTHBURY, CT, 06488, United States +1 203-217-6247 danbedard11@gmail.com 182 GREY ROCK ROAD, SOUTHBURY, CT, 06488, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
CPAP.0004077 CERTIFIED PUBLIC ACCOUNTING FIRM INACTIVE No data 2003-01-01 2003-01-01 2003-12-31
CPAP.0003339 CERTIFIED PUBLIC ACCOUNTING FIRM ACTIVE CURRENT 1998-06-25 2024-01-01 2024-12-31

History

Type Old value New value Date of change
Name change BEDARD & BELMONT, PC BEDARD & COMPANY, PC 1998-06-25

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012296315 2024-06-26 No data Annual Report Annual Report No data
BF-0011257759 2023-06-27 No data Annual Report Annual Report No data
BF-0010310408 2022-06-16 No data Annual Report Annual Report 2022
BF-0009751505 2021-07-20 No data Annual Report Annual Report No data
0006916936 2020-06-03 No data Annual Report Annual Report 2020
0006667631 2019-10-28 No data Annual Report Annual Report 2019
0006201858 2018-06-18 No data Annual Report Annual Report 2018
0005886909 2017-07-12 No data Annual Report Annual Report 2016
0005886910 2017-07-12 No data Annual Report Annual Report 2017
0005453548 2015-12-28 No data Annual Report Annual Report 2015

Related by officers

DANIEL L. BEDARD

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DANIEL BEDARD

BLUE CAT STUDIO, LLC ORIGIN NORTH VENTURES, LLC

Related by address

182 GREY ROCK RD, SOUTHBURY, CT, 06488, United States

ORIGIN NORTH VENTURES, LLC

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website

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