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COLES, BALDWIN & KAISER, LLC

Company Details

Entity Name: COLES, BALDWIN & KAISER, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 21 Jun 1996
Business ALEI: 0540350
Annual report due: 31 Mar 2025
NAICS code: 541199 - All Other Legal Services
Business address: 1 ELIOT PLACE 3RD FLOOR, FAIRFIELD, CT, 06824, United States
Mailing address: 1 ELIOT PLACE 3RD FLOOR, FAIRFIELD, CT, United States, 06824
ZIP code: 06824
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: jalessi@cbklaw.net

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COLES, BALDWIN, KAISER & CREAGER, LLC 401(K) PROFIT SHARING PLAN 2023 061456378 2024-06-05 COLES, BALDWIN, KAISER & CREAGER, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541110
Sponsor’s telephone number 2033190800
Plan sponsor’s address ONE ELIOT PLACE, 3RD FLOOR, FAIRFIELD, CT, 06824

Signature of

Role Plan administrator
Date 2024-06-05
Name of individual signing JAMES BALDWIN
Valid signature Filed with authorized/valid electronic signature
COLES, BALDWIN, KAISER & CREAGER, LLC 401(K) PROFIT SHARING PLAN 2022 061456378 2023-10-19 COLES, BALDWIN, KAISER & CREAGER, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541110
Sponsor’s telephone number 2033190800
Plan sponsor’s address ONE ELIOT PLACE, 3RD FLOOR EAST, FAIRFIELD, CT, 06824
COLES, BALDWIN & KAISER, LLC 401(K) PROFIT SHARING PLAN 2021 061456378 2022-10-06 COLES, BALDWIN & KAISER, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541110
Sponsor’s telephone number 2033190800
Plan sponsor’s address ONE ELIOT PLACE, 3RD FLOOR EAST, FAIRFIELD, CT, 06824

Signature of

Role Plan administrator
Date 2022-10-06
Name of individual signing JOHN KAISER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-06
Name of individual signing JOHN KAISER
Valid signature Filed with authorized/valid electronic signature
COLES, BALDWIN & KAISER, LLC 401(K) PROFIT SHARING PLAN 2020 061456378 2021-10-15 COLES, BALDWIN & KAISER, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541110
Sponsor’s telephone number 2033190800
Plan sponsor’s address ONE ELIOT PLACE, 3RD FLOOR EAST, FAIRFIELD, CT, 06824

Signature of

Role Plan administrator
Date 2021-10-15
Name of individual signing JOHN KAISER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-15
Name of individual signing JOHN KAISER
Valid signature Filed with authorized/valid electronic signature
COLES, BALDWIN & KAISER, LLC 401(K) PROFIT SHARING PLAN 2019 061456378 2020-07-30 COLES, BALDWIN & KAISER, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541110
Sponsor’s telephone number 2033190800
Plan sponsor’s address ONE ELIOT PLACE, 3RD FLOOR EAST, FAIRFIELD, CT, 06824

Signature of

Role Plan administrator
Date 2020-07-30
Name of individual signing JOHN KAISER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-30
Name of individual signing JOHN KAISER
Valid signature Filed with authorized/valid electronic signature
COLES, BALDWIN & KAISER, LLC 401(K) PROFIT SHARING PLAN 2018 061456378 2019-09-20 COLES, BALDWIN & KAISER, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541110
Sponsor’s telephone number 2033190800
Plan sponsor’s address ONE ELIOT PLACE, 3RD FLOOR EAST, FAIRFIELD, CT, 06824

Signature of

Role Plan administrator
Date 2019-09-20
Name of individual signing JOHN KAISER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-20
Name of individual signing JOHN KAISER
Valid signature Filed with authorized/valid electronic signature
COLES, BALDWIN & KAISER, LLC 401(K) PROFIT SHARING PLAN 2017 061456378 2018-09-28 COLES, BALDWIN & KAISER, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541110
Sponsor’s telephone number 2033190800
Plan sponsor’s address ONE ELIOT PLACE, 3RD FLOOR EAST, FAIRFIELD, CT, 06824

Signature of

Role Plan administrator
Date 2018-09-28
Name of individual signing JOHN KAISER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-09-28
Name of individual signing JOHN KAISER
Valid signature Filed with authorized/valid electronic signature
COLES, BALDWIN & KAISER, LLC 401(K) PROFIT SHARING PLAN 2016 061456378 2017-10-13 COLES, BALDWIN & KAISER, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541110
Sponsor’s telephone number 2033190800
Plan sponsor’s address ONE ELIOT PLACE, 3RD FLOOR EAST, FAIRFIELD, CT, 06824

Signature of

Role Plan administrator
Date 2017-10-13
Name of individual signing JOHN KAISER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-13
Name of individual signing JOHN KAISER
Valid signature Filed with authorized/valid electronic signature
COLES, BALDWIN & KAISER, LLC 401(K) PROFIT SHARING PLAN 2015 061456378 2016-06-28 COLES, BALDWIN & KAISER, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541110
Sponsor’s telephone number 2033190800
Plan sponsor’s address ONE ELIOT PLACE, 3RD FLOOR EAST, FAIRFIELD, CT, 06824

Signature of

Role Plan administrator
Date 2016-06-28
Name of individual signing JOHN KAISER
Valid signature Filed with authorized/valid electronic signature
COLES, BALDWIN & KAISER, LLC 401(K) PROFIT SHARING PLAN 2014 061456378 2015-07-02 COLES, BALDWIN & KAISER, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 541110
Sponsor’s telephone number 2033190800
Plan sponsor’s address 1261 POST ROAD #100, FAIRFIELD, CT, 06824

Signature of

Role Plan administrator
Date 2015-07-02
Name of individual signing JOHN KAISER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
James Baldwin Agent 1 Eliot Place, 3rd Floor, Fairfield, CT, 06824-5154, United States 1 Eliot Place, 3rd Floor, Fairfield, CT, 06824-5154, United States +1 203-257-8291 jbaldwin@cbklaw.net 150 Inwood Road, Fairfield, CT, 06825, United States

Officer

Name Role Business address Residence address
JAMES T. BALDWIN Officer 1 ELIOT PLACE, 3RD FLOOR, FAIRFIELD, CT, 06824, United States 150 INWOOD ROAD, FAIRFIELD, CT, 06824, United States
JOHN B. KAISER Officer 1 ELIOT PLACE, 3RD FLOOR, FAIRFIELD, CT, 06824, United States 327 TOILSOME HILL ROAD, FAIRFIELD, CT, 06825, United States

History

Type Old value New value Date of change
Name change COLES, BALDWIN, KAISER & CREAGER, LLC COLES, BALDWIN & KAISER, LLC 2024-06-30
Name change COLES, BALDWIN & KAISER, LLC COLES, BALDWIN, KAISER & CREAGER, LLC 2018-02-09
Name change COLES, BALDWIN & CRAFT, LLC COLES, BALDWIN & KAISER, LLC 2008-02-19

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012677118 2024-06-28 2024-06-30 Interim Notice Interim Notice No data
BF-0012677109 2024-06-28 2024-06-30 Name Change Amendment Certificate of Amendment No data
BF-0012677115 2024-06-28 2024-06-28 Interim Notice Interim Notice No data
BF-0012296860 2024-04-18 No data Annual Report Annual Report No data
BF-0011257568 2023-01-23 No data Annual Report Annual Report No data
BF-0010269479 2022-03-24 No data Annual Report Annual Report 2022
0007169414 2021-02-17 No data Annual Report Annual Report 2021
0006847024 2020-03-24 No data Annual Report Annual Report 2020
0006346265 2019-01-30 No data Annual Report Annual Report 2019
0006346247 2019-01-30 No data Annual Report Annual Report 2018

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website