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THE FINANCIAL WORKSHOP, INC.

Company Details

Entity Name: THE FINANCIAL WORKSHOP, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Dissolved
Date Formed: 01 May 1997
Date of dissolution: 30 Apr 2016
Business ALEI: 0561696
Annual report due: 30 May 2016
Business address: 400 BAYONET ST. SUITE 306, NEW LONDON, CT, 06320
ZIP code: 06320
County: New London
Place of Formation: CONNECTICUT
Total authorized shares: 1000
E-Mail: tmcsail@sbcglobal.net

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE FINANCIAL WORKSHOP, INC. 401(K) PROFIT SHARING PLAN 2015 061482931 2016-06-17 THE FINANCIAL WORKSHOP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-05-01
Business code 523900
Sponsor’s telephone number 8605721764
Plan sponsor’s address 152 LAMBTOWN RD., LEDYARD, CT, 06339

Signature of

Role Plan administrator
Date 2016-06-17
Name of individual signing THOMAS CRAWFORD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-06-17
Name of individual signing THOMAS CRAWFORD
Valid signature Filed with authorized/valid electronic signature
THE FINANCIAL WORKSHOP, INC. 401(K) PROFIT SHARING PLAN 2014 061482931 2016-01-20 THE FINANCIAL WORKSHOP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-05-01
Business code 523900
Sponsor’s telephone number 8605721764
Plan sponsor’s address 152 LAMBTOWN RD., LEDYARD, CT, 06339

Signature of

Role Plan administrator
Date 2016-01-20
Name of individual signing THOMAS CRAWFORD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-01-20
Name of individual signing THOMAS CRAWFORD
Valid signature Filed with authorized/valid electronic signature
THE FINANCIAL WORKSHOP, INC. 401(K) PROFIT SHARING PLAN 2013 061482931 2015-01-21 THE FINANCIAL WORKSHOP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-05-01
Business code 523900
Sponsor’s telephone number 8604427002
Plan sponsor’s address 400 BAYONET STREET, NEW LONDON, CT, 06320

Signature of

Role Plan administrator
Date 2015-01-21
Name of individual signing THOMAS CRAWFORD
Valid signature Filed with authorized/valid electronic signature
THE FINANCIAL WORKSHOP, INC. 401(K) PROFIT SHARING PLAN 2012 061482931 2014-01-30 THE FINANCIAL WORKSHOP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-05-01
Business code 523900
Sponsor’s telephone number 8604427002
Plan sponsor’s address 400 BAYONET STREET, NEW LONDON, CT, 06320

Signature of

Role Plan administrator
Date 2014-01-29
Name of individual signing THOMAS CRAWFORD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-01-29
Name of individual signing THOMAS CRAWFORD
Valid signature Filed with authorized/valid electronic signature
THE FINANCIAL WORKSHOP, INC. 401(K) PROFIT SHARING PLAN 2011 061482931 2013-01-22 THE FINANCIAL WORKSHOP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-05-01
Business code 523900
Sponsor’s telephone number 8604427002
Plan sponsor’s address 400 BAYONET STREET, NEW LONDON, CT, 06320

Plan administrator’s name and address

Administrator’s EIN 061482931
Plan administrator’s name THE FINANCIAL WORKSHOP, INC.
Plan administrator’s address 400 BAYONET STREET, NEW LONDON, CT, 06320
Administrator’s telephone number 8604427002

Signature of

Role Plan administrator
Date 2013-01-22
Name of individual signing THOMAS CRAWFORD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-01-22
Name of individual signing THOMAS CRAWFORD
Valid signature Filed with authorized/valid electronic signature
THE FINANCIAL WORKSHOP, INC. 401(K) PROFIT SHARING PLAN 2010 061482931 2012-01-11 THE FINANCIAL WORKSHOP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-05-01
Business code 523900
Sponsor’s telephone number 8604427002
Plan sponsor’s address 400 BAYONET STREET, NEW LONDON, CT, 06320

Plan administrator’s name and address

Administrator’s EIN 061482931
Plan administrator’s name THE FINANCIAL WORKSHOP, INC.
Plan administrator’s address 400 BAYONET STREET, NEW LONDON, CT, 06320
Administrator’s telephone number 8604427002

Signature of

Role Plan administrator
Date 2012-01-11
Name of individual signing JAMES CRAWFORD
Valid signature Filed with authorized/valid electronic signature
THE FINANCIAL WORKSHOP, INC. 401(K) PROFIT SHARING PLAN 2009 061482931 2011-02-03 THE FINANCIAL WORKSHOP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-05-01
Business code 523900
Sponsor’s telephone number 8604427002
Plan sponsor’s address 400 BAYONET STREET, NEW LONDON, CT, 06320

Plan administrator’s name and address

Administrator’s EIN 061482931
Plan administrator’s name THE FINANCIAL WORKSHOP, INC.
Plan administrator’s address 400 BAYONET STREET, NEW LONDON, CT, 06320
Administrator’s telephone number 8604427002

Signature of

Role Plan administrator
Date 2011-02-01
Name of individual signing JAMES CRAWFORD
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Residence address
JAMES A. CRAWFORD Agent 38 BAYSIDE AVENUE, NOANK, CT, 06340, United States 20 GREENBRIAR COURT, MYSTIC, CT, 06355, United States

Officer

Name Role Business address Residence address
JAMES A. CRAWFORD Officer 400 BAYONET ST SUITE 306, NEW LONDON, CT, 06320, United States 20 GREENBRIAR COURT, MYSTIC, CT, 06355, United States
THOMAS M. CRAWFORD Officer 400 BAYONET ST SUITE 306, NEW LONDON, CT, 06340, United States 152 LAMBTOWN RD, LEDYARD, CT, 06339, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
0005520155 2016-03-23 2016-04-30 Dissolution Certificate of Dissolution No data
0005345821 2015-06-10 No data Annual Report Annual Report 2015
0005093965 2014-04-25 No data Annual Report Annual Report 2014
0004834636 2013-04-05 No data Annual Report Annual Report 2013
0004586845 2012-04-23 No data Annual Report Annual Report 2012
0004368869 2011-05-06 No data Annual Report Annual Report 2011
0004176993 2010-06-07 No data Annual Report Annual Report 2010
0003936019 2009-05-27 No data Annual Report Annual Report 2009
0003685965 2008-05-22 No data Annual Report Annual Report 2008
0003456581 2007-05-14 No data Annual Report Annual Report 2007

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website