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  5. SHORELINE FINANCIAL ADVISORS, LLC

SHORELINE FINANCIAL ADVISORS, LLC

Company Details

Entity Name: SHORELINE FINANCIAL ADVISORS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report past due
Date Formed: 09 Jul 1996
Business ALEI: 0539590
Annual report due: 31 Mar 2024
NAICS code: 523930 - Investment Advice
Business address: 246 GOOSE LANE SUITE 201, GUILFORD, CT, 06437, United States
Mailing address: 246 GOOSE LANE SUITE 201, GUILFORD, CT, United States, 06437
ZIP code: 06437
County: New Haven
Place of Formation: CONNECTICUT
E-Mail: bsmith@sfadvisors.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2023 061458234 2024-01-25 SHORELINE FINANCIAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2034586800
Plan sponsor’s address 246 GOOSE LANE, STE 201, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2024-01-25
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-01-25
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature
SHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2023 061458234 2024-04-09 SHORELINE FINANCIAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2034586800
Plan sponsor’s address 246 GOOSE LANE, STE 201, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2024-04-09
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-04-09
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature
SHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2022 061458234 2023-03-28 SHORELINE FINANCIAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2034586800
Plan sponsor’s address 246 GOOSE LANE, STE 201, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2023-03-28
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-03-28
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature
SHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2021 061458234 2022-04-27 SHORELINE FINANCIAL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2034586800
Plan sponsor’s address 246 GOOSE LANE, STE 201, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2022-04-27
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-04-27
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature
SHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2020 061458234 2021-03-17 SHORELINE FINANCIAL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2034586800
Plan sponsor’s address 246 GOOSE LANE, STE 201, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2021-03-16
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-03-16
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature
SHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2019 061458234 2020-05-05 SHORELINE FINANCIAL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2034586800
Plan sponsor’s address 246 GOOSE LANE, STE 201, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2020-05-05
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-05
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature
SHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2018 061458234 2019-04-04 SHORELINE FINANCIAL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2034586800
Plan sponsor’s address 246 GOOSE LANE, STE 201, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2019-04-04
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-04
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature
SHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2017 061458234 2018-04-06 SHORELINE FINANCIAL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2034586800
Plan sponsor’s address 246 GOOSE LANE, STE 201, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2018-04-06
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-04-06
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature
SHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2016 061458234 2017-05-03 SHORELINE FINANCIAL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2034586800
Plan sponsor’s address 246 GOOSE LANE, STE 201, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2017-05-02
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-05-02
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature
SHORELINE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2015 061458234 2016-06-30 SHORELINE FINANCIAL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2034586800
Plan sponsor’s address 246 GOOSE LANE, STE 201, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2016-06-30
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-06-30
Name of individual signing BRENDAN SMITH
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
PATRICK SMITH Officer 246 GOOSE LANE, #201, GUILFORD, CT, 06437, United States 2041 ROSECRANS AVE #245, EL SEGUNDO, CA, 90245, United States
BRENDAN THOMAS SMITH Officer 246 GOOSE LANE #201, GUILFORD, CT, 06437, United States 37 OLD MILLER LANE, GUILFORD, CT, 06437, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
BRENDAN SMITH Agent 246 GOOSE LANE, #201, GUILFORD, CT, 06437, United States 246 GOOSE LANE, #201, GUILFORD, CT, 06437, United States +1 203-671-6833 bsmith@sfadvisors.com 16 Linden Shores, Branford, CT, 06405, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0011259461 2023-01-31 No data Annual Report Annual Report No data
BF-0010398023 2022-02-16 No data Annual Report Annual Report 2022
0007170526 2021-02-17 No data Annual Report Annual Report 2021
0006760918 2020-02-19 No data Annual Report Annual Report 2020
0006441939 2019-03-11 No data Annual Report Annual Report 2019
0006441901 2019-03-11 No data Annual Report Annual Report 2017
0006441923 2019-03-11 No data Annual Report Annual Report 2018
0005611413 2016-07-25 No data Annual Report Annual Report 2016
0005436576 2015-11-25 No data Annual Report Annual Report 2015
0005436574 2015-11-25 No data Annual Report Annual Report 2014

Related by officers

PATRICK SMITH

PERFUSION.COM, INC. 58 MOODY RD. LLC S AND G SOLUTIONS LLC ALARM ONE, INC. SMITH LAND SOLUTIONS, LLC ON TOP ROOFING SPECIALISTS LLC 265 FIELD RD LLC 103 SAYBROOK ROAD, LLC THE ELM GROUP, LLC ANNEX PARTNERS LLC

BRENDAN SMITH

GREENWAVE ORGANIZATION CORP. BRENDANS LANDSCAPING BUSINESS LLC THIMBLE ISLAND OYSTER CO., LLC

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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