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HERZ FINANCIAL, LLC

Company Details

Entity Name: HERZ FINANCIAL, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 16 Jun 1998 (Companies founded in June 1998)
Business ALEI: 0595508
Annual report due: 31 Mar 2025
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 35 East Main Street, suite 113, Avon, CT, 06001, United States
Mailing address: 35 East Main Street, suite 113, Avon, CT, United States, 06001
ZIP code: 06001 (Companies in Hartford, 06001)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: rherz@herzfiancial.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HERZ FINANCIAL, LLC 401(K) PLAN 2017 061520425 2018-09-17 HERZ FINANCIAL, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8602325050
Plan sponsor’s address 75 ISHAM ROAD, SUITE B320, WEST HARTFORD, CT, 06107

Signature of
Role Plan administrator
Date 2018-09-17
Name of individual signing MATTHEW HERZ
Valid signature Filed with authorized/valid electronic signature
HERZ FINANCIAL, LLC 401(K) PLAN 2016 061520425 2017-10-10 HERZ FINANCIAL, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8602325050
Plan sponsor’s address 75 ISHAM ROAD, SUITE B320, WEST HARTFORD, CT, 06107

Signature of
Role Plan administrator
Date 2017-10-10
Name of individual signing MATTHEW HERZ
Valid signature Filed with authorized/valid electronic signature
HERZ FINANCIAL, LLC 401(K) PLAN 2015 061520425 2016-07-28 HERZ FINANCIAL, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8602325050
Plan sponsor’s address 75 ISHAM ROAD, SUITE B320, WEST HARTFORD, CT, 06107

Signature of
Role Plan administrator
Date 2016-07-28
Name of individual signing MATTHEW HERZ
Valid signature Filed with authorized/valid electronic signature
HERZ FINANCIAL, LLC 401(K) PLAN 2014 061520425 2015-08-04 HERZ FINANCIAL, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8602325050
Plan sponsor’s address 75 ISHAM ROAD, SUITE B320, WEST HARTFORD, CT, 06107

Signature of
Role Plan administrator
Date 2015-08-04
Name of individual signing MATTHEW HERZ
Valid signature Filed with authorized/valid electronic signature
HERZ FINANCIAL, LLC 401(K) PLAN 2013 061520425 2014-07-07 HERZ FINANCIAL, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8606763030
Plan sponsor’s address 74 BATTERSON PARK ROAD, FARMINGTON, CT, 06032

Plan administrator’s name and address
Administrator’s EIN 061520425
Plan administrator’s name HERZ FINANCIAL, LLC
Plan administrator’s address 74 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Administrator’s telephone number 8606763030

Signature of
Role Plan administrator
Date 2014-07-07
Name of individual signing MATTHEW HERZ
Valid signature Filed with authorized/valid electronic signature
HERZ FINANCIAL, LLC 401(K) PLAN 2012 061520425 2013-09-23 HERZ FINANCIAL, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8606763030
Plan sponsor’s address 74 BATTERSON PARK ROAD, FARMINGTON, CT, 06032

Plan administrator’s name and address
Administrator’s EIN 061520425
Plan administrator’s name HERZ FINANCIAL, LLC
Plan administrator’s address 74 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Administrator’s telephone number 8606763030

Signature of
Role Plan administrator
Date 2013-09-23
Name of individual signing MATTHEW HERZ
Valid signature Filed with authorized/valid electronic signature
HERZ FINANCIAL, LLC 401(K) PLAN 2011 061520425 2012-09-27 HERZ FINANCIAL, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8606763030
Plan sponsor’s address 74 BATTERSON PARK ROAD, FARMINGTON, CT, 06032

Plan administrator’s name and address
Administrator’s EIN 061520425
Plan administrator’s name HERZ FINANCIAL, LLC
Plan administrator’s address 74 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Administrator’s telephone number 8606763030

Signature of
Role Plan administrator
Date 2012-09-27
Name of individual signing MATTHEW HERZ
Valid signature Filed with authorized/valid electronic signature
HERZ FINANCIAL, LLC 401(K) PLAN 2010 061520425 2011-09-16 HERZ FINANCIAL, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8606763030
Plan sponsor’s address 74 BATTERSON PARK ROAD, FARMINGTON, CT, 06032

Plan administrator’s name and address
Administrator’s EIN 061520425
Plan administrator’s name HERZ FINANCIAL, LLC
Plan administrator’s address 74 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Administrator’s telephone number 8606763030

Signature of
Role Plan administrator
Date 2011-09-16
Name of individual signing MATTHEW HERZ
Valid signature Filed with authorized/valid electronic signature
HERZ FINANCIAL, LLC 401(K) PLAN 2009 061520425 2010-07-29 HERZ FINANCIAL, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8606763030
Plan sponsor’s address 74 BATTERSON PARK ROAD, FARMINGTON, CT, 06032

Plan administrator’s name and address
Administrator’s EIN 061520425
Plan administrator’s name HERZ FINANCIAL, LLC
Plan administrator’s address 74 BATTERSON PARK ROAD, FARMINGTON, CT, 06032
Administrator’s telephone number 8606763030

Signature of
Role Plan administrator
Date 2010-07-28
Name of individual signing RANDY HERZ
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
HERZ BROTHERS INC. Agent

Officer

Name Role Business address Residence address
MATTHEW HERZ Officer 35 E Main St, 113, THE LEXICON BUILDING SUITE 320, Avon, CT, 06001-3845, United States 35 E Main St, 113, THE LEXICON BUILDING SUITE 320, Avon, CT, 06001-3845, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012266272 2024-09-17 No data Annual Report Annual Report No data
BF-0011150596 2024-09-17 No data Annual Report Annual Report No data
BF-0012743479 2024-08-26 No data Administrative Dissolution Notice of Intent to Dissolve/Revoke No data
BF-0009130557 2022-07-26 No data Annual Report Annual Report 2017
BF-0009130558 2022-07-26 No data Annual Report Annual Report 2019
BF-0010704288 2022-07-26 No data Annual Report Annual Report No data
BF-0009130559 2022-07-26 No data Annual Report Annual Report 2020
BF-0009985389 2022-07-26 No data Annual Report Annual Report No data
BF-0009130563 2022-07-26 No data Annual Report Annual Report 2018
BF-0009130561 2022-07-26 No data Annual Report Annual Report 2016

Related by officers

MATTHEW HERZ

HERZ BROTHERS INC.

Related by address

No related companies by address

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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