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JHM FINANCIAL GROUP, LLC

Company Details

Entity Name: JHM FINANCIAL GROUP, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 04 Mar 1997 (Companies founded in March 1997)
Business ALEI: 0557573
Annual report due: 31 Mar 2025
NAICS code: 541990 - All Other Professional, Scientific, and Technical Services
Business address: 1266 EAST MAIN STREET, STAMFORD, CT, 06902, United States
Mailing address: C/O TOMASETTI KULAS & CO., C/O 631 FARMINGTON AVE, HARTFORD, CT, United States, 06105
ZIP code: 06902 (Companies in Fairfield, 06902)
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: debbie@groupjhm.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JHM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2023 061499878 2024-09-11 JHM FINANCIAL GROUP LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 525990
Sponsor’s telephone number 2033482644
Plan sponsor’s address 11 MOLLY LANE, DARIEN, CT, 06820
JHM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2022 061499878 2023-10-10 JHM FINANCIAL GROUP LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 525990
Sponsor’s telephone number 2033482644
Plan sponsor’s address 11 MOLLY LANE, DARIEN, CT, 06820
JHM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2021 061499878 2022-10-06 JHM FINANCIAL GROUP LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 525990
Sponsor’s telephone number 2033482644
Plan sponsor’s address 11 MOLLY LANE, DARIEN, CT, 06820
JHM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2020 061499878 2021-09-30 JHM FINANCIAL GROUP LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 525990
Sponsor’s telephone number 2033482644
Plan sponsor’s address 11 MOLLY LANE, DARIEN, CT, 06820
JHM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2019 061499878 2020-10-12 JHM FINANCIAL GROUP LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 525990
Sponsor’s telephone number 2033482644
Plan sponsor’s address 11 MOLLY LANE, DARIEN, CT, 06820
JHM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2018 061499878 2019-10-07 JHM FINANCIAL GROUP LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 525990
Sponsor’s telephone number 2033482644
Plan sponsor’s address 11 MOLLY LANE, DARIEN, CT, 06820
JHM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2017 061499878 2018-10-10 JHM FINANCIAL GROUP LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 525990
Sponsor’s telephone number 2033482644
Plan sponsor’s address 11 MOLLY LANE, DARIEN, CT, 06820
JHM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2016 061499878 2017-08-29 JHM FINANCIAL GROUP, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 525990
Sponsor’s telephone number 2038690900
Plan sponsor’s address 11 MOLLY LANE, DARIEN, CT, 06820
JHM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2015 061499878 2016-10-06 JHM FINANCIAL GROUP, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 525990
Sponsor’s telephone number 2038690900
Plan sponsor’s address 11 MOLLY LANE, DARIEN, CT, 06820
JHM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN 2014 061499878 2015-10-09 JHM FINANCIAL GROUP, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 525990
Sponsor’s telephone number 2038690900
Plan sponsor’s address 11 MOLLY LANE, DARIEN, CT, 06820

Signature of

Role Plan administrator
Date 2015-10-09
Name of individual signing JOHN H. MCCLUTCHY JR.
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Phone E-Mail Residence address
JOHN H. MCCLUTCHY JR. Officer 1266 EAST MAIN STREET, SUITE 601, STAMFORD, CT, 06902, United States +1 203-348-2644 debbie@groupjhm.com 76 PROGRESS DRIVE, STAMFORD, CT, 06902, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JOHN H. MCCLUTCHY JR. Agent JHM FINANCIAL GROUP, LLC, C/O, 1266 EAST MAIN ST., STE. 601, STAMFORD, CT, 06902, United States JHM FINANCIAL GROUP, LLC, C/O, 1266 EAST MAIN ST., STE. 601, STAMFORD, CT, 06902, United States +1 203-348-2644 debbie@groupjhm.com 76 PROGRESS DRIVE, STAMFORD, CT, 06902, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012295754 2024-01-29 No data Annual Report Annual Report No data
BF-0011266563 2023-03-13 No data Annual Report Annual Report No data
BF-0010319561 2022-03-09 No data Annual Report Annual Report 2022
0007350420 2021-05-24 No data Annual Report Annual Report 2021
0006840610 2020-03-19 No data Annual Report Annual Report 2020
0006467595 2019-03-15 2019-03-15 Change of Agent Address Agent Address Change No data
0006468880 2019-03-15 No data Annual Report Annual Report 2019
0006090051 2018-02-21 No data Annual Report Annual Report 2018
0005788993 2017-03-09 No data Annual Report Annual Report 2017
0005495017 2016-02-27 No data Annual Report Annual Report 2016

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website