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NORTHWAY MANAGEMENT COMPANY, LLC

Company Details

Entity Name: NORTHWAY MANAGEMENT COMPANY, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 08 Nov 1996
Business ALEI: 0547744
Annual report due: 31 Mar 2025
NAICS code: 523991 - Trust, Fiduciary, and Custody Activities
Business address: 35 MASON STREET, GREENWICH, CT, 06830, United States
Mailing address: 35 MASON STREET, 4A, GREENWICH, CT, United States, 06830
ZIP code: 06830
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: pcostello@northwaymanagement.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NORTHWAY MANAGEMENT 401(K) PLAN 2023 061480972 2024-09-03 NORTHWAY MANAGEMENT COMPANY, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-09-01
Business code 523900
Sponsor’s telephone number 2036189062
Plan sponsor’s address 35 MASON STREET, SUITE 4-A, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2024-09-03
Name of individual signing PATRICK J COSTELLO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-03
Name of individual signing PATRICK J COSTELLO
Valid signature Filed with authorized/valid electronic signature
NORTHWAY MANAGEMENT 401(K) PLAN 2022 061480972 2023-08-17 NORTHWAY MANAGEMENT COMPANY, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-09-01
Business code 523900
Sponsor’s telephone number 2036189062
Plan sponsor’s address 35 MASON STREET, SUITE 4-A, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2023-08-17
Name of individual signing PATRICK J COSTELLO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-17
Name of individual signing PATRICK J COSTELLO
Valid signature Filed with authorized/valid electronic signature
NORTHWAY MANAGEMENT 401(K) PLAN 2021 061480972 2022-05-24 NORTHWAY MANAGEMENT COMPANY, LLC 11
Three-digit plan number (PN) 001
Effective date of plan 1998-09-01
Business code 523900
Sponsor’s telephone number 2036189062
Plan sponsor’s address 164 MASON STREET, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2022-05-24
Name of individual signing PATRICK J. COSTELLO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-24
Name of individual signing PATRICK J. COSTELLO
Valid signature Filed with authorized/valid electronic signature
NORTHWAY MANAGEMENT 401(K) PLAN 2021 061480972 2022-09-22 NORTHWAY MANAGEMENT COMPANY, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-09-01
Business code 523900
Sponsor’s telephone number 2036189062
Plan sponsor’s address 35 MASON STREET, SUITE 4-A, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2022-09-22
Name of individual signing PATRICK J. COSTELLO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-22
Name of individual signing PATRICK J. COSTELLO
Valid signature Filed with authorized/valid electronic signature
NORTHWAY MANAGEMENT 401(K) PLAN 2020 061480972 2021-06-22 NORTHWAY MANAGEMENT COMPANY, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-09-01
Business code 523900
Sponsor’s telephone number 2036189062
Plan sponsor’s address 164 MASON STREET, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2021-06-22
Name of individual signing PATRICK J COSTELLO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-22
Name of individual signing PATRICK J COSTELLO
Valid signature Filed with authorized/valid electronic signature
NORTHWAY MANAGEMENT 401(K) PLAN 2019 061480972 2020-09-25 NORTHWAY MANAGEMENT COMPANY, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-09-01
Business code 523900
Sponsor’s telephone number 2036189062
Plan sponsor’s address 164 MASON STREET, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2020-09-25
Name of individual signing PARICK J COSTELLO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-25
Name of individual signing PATRICK J COSTELLO
Valid signature Filed with authorized/valid electronic signature
NORTHWAY MANAGEMENT 401(K) PLAN 2018 061480972 2019-06-03 NORTHWAY MANAGEMENT COMPANY, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-09-01
Business code 523900
Sponsor’s telephone number 2036189062
Plan sponsor’s address 164 MASON STREET, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2019-06-03
Name of individual signing GINA L. PHELAN
Valid signature Filed with authorized/valid electronic signature
NORTHWAY MANAGEMENT 401(K) PLAN 2017 061480972 2018-08-22 NORTHWAY MANAGEMENT COMPANY, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-09-01
Business code 523900
Sponsor’s telephone number 2036189062
Plan sponsor’s address 164 MASON STREET, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2018-08-22
Name of individual signing PATRICK J. COSTELLO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-08-22
Name of individual signing PATRICK J. COSTELLO
Valid signature Filed with authorized/valid electronic signature
NORTHWAY MANAGEMENT 401(K) PLAN 2016 061480972 2017-07-13 NORTHWAY MANAGEMENT COMPANY, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-09-01
Business code 523900
Sponsor’s telephone number 2036189062
Plan sponsor’s address 164 MASON STREET, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2017-07-13
Name of individual signing PATRICK J COSTELLO
Valid signature Filed with authorized/valid electronic signature
NORTHWAY MANAGEMENT 401(K) PLAN 2015 061480972 2016-08-09 NORTHWAY MANAGEMENT COMPANY, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-09-01
Business code 523900
Sponsor’s telephone number 2036189062
Plan sponsor’s address 164 MASON STREET, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2016-08-09
Name of individual signing PATRICK J. COSTELLO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-09
Name of individual signing PATRICK J. COSTELLO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
CORPORATION SERVICE COMPANY Agent

Officer

Name Role Business address Residence address
PATRICK J. COSTELLO Officer 35 MASON STREET, Suite 4A, GREENWICH, CT, 06830, United States 128 WEST 8 ST, BAYONNE, NJ, 07002, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012179024 2024-01-26 No data Annual Report Annual Report No data
BF-0011260954 2023-01-24 No data Annual Report Annual Report No data
BF-0010654488 2022-06-23 No data Change of Business Address Business Address Change No data
BF-0010197289 2022-01-18 No data Annual Report Annual Report 2022
BF-0010478280 2022-01-14 2022-01-14 Mass Agent Change � Address Agent Address Change No data
0007100412 2021-02-01 No data Annual Report Annual Report 2021
0006950703 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006943532 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006767747 2020-02-20 No data Annual Report Annual Report 2020
0006381395 2019-02-13 No data Annual Report Annual Report 2019

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website