| Entity Name: | MARK SHEPTOFF FINANCIAL PLANNING LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 04 Sep 1997 (Companies founded in September 1997) |
| Business ALEI: | 0570748 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 703 HEBRON AVENUE, GLASTONBURY, CT, 06033, United States |
| Mailing address: | 703 HEBRON AVENUE 3RD FLOOR, GLASTONBURY, CT, United States, 06033 |
| ZIP code: | 06033 (Companies in Hartford, 06033) |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | msheptoff@gmail.com |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1607355 | 703 HEBRON AVE., 3RD FLOOR, GLASTONBURY, CT, 06033 | 703 HEBRON AVE., 3RD FLOOR, GLASTONBURY, CT, 06033 | 860-734-1090 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2024-08-12 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-10
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2024-05-10 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-09
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2024-02-09 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-13
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2023-11-13 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-10
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2023-08-10 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-11
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2023-05-11 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-14
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2023-02-14 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-09
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2022-11-09 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-11
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2022-08-11 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-12
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2022-05-12 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-11
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2022-02-11 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-10
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2021-11-10 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-12
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2021-08-12 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-11
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2021-05-11 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-11
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2021-02-11 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-12
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2020-11-12 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-10
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2020-08-10 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-07
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2020-05-07 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-10
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2020-02-10 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-12
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2019-11-12 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-12
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2019-08-12 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-10
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2019-05-10 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-11
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2019-02-11 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-13
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2018-11-13 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-08-09
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2018-08-09 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-08
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2018-05-08 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-09
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2018-02-09 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-09
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2017-11-09 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-08-09
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2017-08-09 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-05-08
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2017-05-08 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-07
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2017-02-07 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-11-07
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2016-11-07 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-08-09
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2016-08-09 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-05-09
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2016-05-09 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-09
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2016-02-09 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-11-12
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2015-11-12 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-08-05
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2015-08-05 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-05-12
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2015-05-12 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-02-09
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2015-02-09 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-11-12
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2014-11-12 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2014-08-13
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2014-08-13 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-05-09
| Form type | 13F-HR |
| File number | 028-16130 |
| Filing date | 2014-05-09 |
| Reporting date | 2014-03-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK SHEPTOFF FINANCIAL PLANNING, LLC RETIREMENT PLAN | 2023 | 061493649 | 2024-07-09 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 3 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-07-09 |
| Name of individual signing | MARK SHEPTOFF |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2008-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8607341090 |
| Plan sponsor’s address | 111 NEW LONDON TURNPIKE, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2023-09-19 |
| Name of individual signing | MARK SHEPTOFF |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2008-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8607341090 |
| Plan sponsor’s address | 111 NEW LONDON TURNPIKE, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-07 |
| Name of individual signing | MARK SHEPTOFF |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2008-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8607341090 |
| Plan sponsor’s address | 111 NEW LONDON TURNPIKE, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2021-06-03 |
| Name of individual signing | MARK SHEPTOFF |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2008-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8607341090 |
| Plan sponsor’s address | 111 NEW LONDON TURNPIKE, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2020-02-12 |
| Name of individual signing | MARK SHEPTOFF |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2008-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8607341090 |
| Plan sponsor’s address | 111 NEW LONDON TURNPIKE, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2019-03-05 |
| Name of individual signing | MARK SHEPTOFF |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2008-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8607341090 |
| Plan sponsor’s address | 111 NEW LONDON TURNPIKE, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2018-03-29 |
| Name of individual signing | MARK SHEPTOFF |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2008-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8607341090 |
| Plan sponsor’s address | 111 NEW LONDON TURNPIKE, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2017-03-06 |
| Name of individual signing | MARK SHEPTOFF |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2008-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8607341090 |
| Plan sponsor’s address | 111 NEW LONDON TURNPIKE, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2016-09-23 |
| Name of individual signing | MARK SHEPTOFF |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| MARK SHEPTOFF | Agent | 703 HEBRON AVE STE 3, GLASTONBURY, CT, 06033, United States | 703 HEBRON AVE STE 3, GLASTONBURY, CT, 06033, United States | +1 860-734-1090 | msheptoff@gmail.com | 3 HOCCANUM RD., MARLBOROUGH, CT, 06447, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| MARK SHEPTOFF | Officer | 703 HEBRON AVENUE, 3RD FLOOR, GLASTONBURY, CT, 06033, United States | +1 860-734-1090 | msheptoff@gmail.com | 3 HOCCANUM RD., MARLBOROUGH, CT, 06447, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012306077 | 2024-01-03 | No data | Annual Report | Annual Report | No data |
| BF-0011262321 | 2023-02-17 | No data | Annual Report | Annual Report | No data |
| BF-0010327856 | 2022-01-19 | No data | Annual Report | Annual Report | 2022 |
| 0007256997 | 2021-03-24 | No data | Annual Report | Annual Report | 2014 |
| 0007257039 | 2021-03-24 | No data | Annual Report | Annual Report | 2017 |
| 0007257070 | 2021-03-24 | No data | Annual Report | Annual Report | 2019 |
| 0007256979 | 2021-03-24 | No data | Annual Report | Annual Report | 2013 |
| 0007257054 | 2021-03-24 | No data | Annual Report | Annual Report | 2018 |
| 0007257108 | 2021-03-24 | No data | Annual Report | Annual Report | 2020 |
| 0007257008 | 2021-03-24 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 04 Nov 2024
Sources: Connecticut's Official State Website
