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DIETZE & ASSOCIATES L.L.C.

Company Details

Entity Name: DIETZE & ASSOCIATES L.L.C.
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 23 Jul 1996 (Companies founded in July 1996)
Business ALEI: 0540571
Annual report due: 31 Mar 2025
NAICS code: 541990 - All Other Professional, Scientific, and Technical Services
Business address: 33 NORTH WATER STREET UNIT A, NORWALK, CT, 06854, United States
Mailing address: 33 NORTH WATER STREET UNIT A, NORWALK, CT, United States, 06854
ZIP code: 06854 (Companies in Fairfield, 06854)
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: lwilson@dietze-assoc.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DIETZE & ASSOCIATES, LLC 401K PLAN 2023 061461548 2024-09-23 DIETZE & ASSOCIATES, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 488300
Sponsor’s telephone number 2037623500
Plan sponsor’s address 35 NORTH WATER STREET, UNIT A, NORWALK, CT, 06854

Signature of

Role Plan administrator
Date 2024-09-23
Name of individual signing PAUL SCHWACK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-23
Name of individual signing PAUL SCHWACK
Valid signature Filed with authorized/valid electronic signature
DIETZE & ASSOCIATES, LLC 401K PLAN 2022 061461548 2023-06-23 DIETZE & ASSOCIATES, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 488300
Sponsor’s telephone number 2037623500
Plan sponsor’s address 35 NORTH WATER STREET, UNIT A, NORWALK, CT, 06854

Signature of

Role Plan administrator
Date 2023-06-22
Name of individual signing PAUL SCHWACK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-22
Name of individual signing PAUL SCHWACK
Valid signature Filed with authorized/valid electronic signature
DIETZE & ASSOCIATES, LLC 401K PLAN 2021 061461548 2022-04-13 DIETZE & ASSOCIATES, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 488300
Sponsor’s telephone number 2037623500
Plan sponsor’s address 35 NORTH WATER STREET, UNIT A, NORWALK, CT, 06854

Signature of

Role Plan administrator
Date 2022-04-05
Name of individual signing PAUL SCHWACK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-04-05
Name of individual signing PAUL SCHWACK
Valid signature Filed with authorized/valid electronic signature
DIETZE & ASSOCIATES, LLC 401K PLAN 2020 061461548 2021-09-09 DIETZE & ASSOCIATES, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 488300
Sponsor’s telephone number 2037623500
Plan sponsor’s address 35 NORTH WATER STREET, UNIT A, NORWALK, CT, 06854
DIETZE & ASSOCIATES, LLC 401K PLAN 2019 061461548 2020-09-08 DIETZE & ASSOCIATES, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 488300
Sponsor’s telephone number 2037623500
Plan sponsor’s address 88 DANBURY ROAD, WILTON, CT, 06897
DIETZE & ASSOCIATES, LLC 401K PLAN 2018 061461548 2019-05-29 DIETZE & ASSOCIATES, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 488300
Sponsor’s telephone number 2037623500
Plan sponsor’s address 88 DANBURY ROAD, WILTON, CT, 06897
DIETZE & ASSOCIATES, LLC 401K PLAN 2017 061461548 2018-03-26 DIETZE & ASSOCIATES, LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 488300
Sponsor’s telephone number 2037623500
Plan sponsor’s address 88 DANBURY ROAD, WILTON, CT, 06897
DIETZE & ASSOCIATES, LLC 401K PLAN 2016 061461548 2017-05-25 DIETZE & ASSOCIATES, LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 488300
Sponsor’s telephone number 2037623500
Plan sponsor’s address 88 DANBURY ROAD, WILTON, CT, 06897
DIETZE & ASSOCIATES, LLC 401K PLAN 2015 061461548 2016-06-24 DIETZE & ASSOCIATES, LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 488300
Sponsor’s telephone number 2037623500
Plan sponsor’s address 88 DANBURY ROAD, WILTON, CT, 06897
DIETZE & ASSOCIATES, LLC 401K PLAN 2014 061461548 2015-09-24 DIETZE & ASSOCIATES, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 488300
Sponsor’s telephone number 2037623500
Plan sponsor’s address 88 DANBURY ROAD, WILTON, CT, 06897

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
GERARD N. SAGGESE III Agent WHITMAN BREED ABBOTT & MORGAN LLC, 500 WEST PUTNAM AVENUE, GREENWICH, CT, 06830, United States 500 WEST PUTNAM AVENUE, GREENWICH, CT, 06830, United States +1 203-862-2331 lwilson@dietze-assoc.com 3 BONAN DRIVE, RIVERSIDE, CT, 06878, United States

Officer

Name Role Business address Residence address
PAUL B SCHWACK Officer 33 NORTH WATER STREET, UNIT A, NORWALK, CT, 06854, United States 3 TERRY DR, BETHEL, CT, 06801, United States
DAVID MCCANN LLC Officer 34 Stemway Rd, Trumbull, CT, 06611, United States No data
KEVIN DOUGHNEY LLC Officer 143 MILL RD, STAMFORD, CT, 06903, United States No data
R L SULLIVAN LLC Officer 33 NORTH WATER STREET, UNIT A, NORWALK, CT, 06854, United States No data
S. CURT & ASSOCIATES LLC Officer 257 SOUTH STREET, FAIRFIELD, CT, 06824, United States No data

History

Type Old value New value Date of change
Name change DIETZE & ASSOCIATES LLC DIETZE & ASSOCIATES L.L.C. 1997-12-10

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012577255 2024-03-06 2024-03-06 Interim Notice Interim Notice No data
BF-0012293100 2024-03-04 No data Annual Report Annual Report No data
BF-0011258191 2023-03-09 No data Annual Report Annual Report No data
BF-0010283658 2022-03-30 No data Annual Report Annual Report 2022
0007086061 2021-01-28 No data Annual Report Annual Report 2020
0007086077 2021-01-28 No data Annual Report Annual Report 2021
0006375615 2019-02-11 No data Annual Report Annual Report 2019
0006008141 2018-01-15 No data Annual Report Annual Report 2018
0005905274 2017-08-08 No data Annual Report Annual Report 2017
0005867011 2017-06-14 No data Annual Report Annual Report 2015

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website