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  5. HALPERN & ASSOCIATES, LLC

HALPERN & ASSOCIATES, LLC

Company Details

Entity Name: HALPERN & ASSOCIATES, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 02 Sep 1999
Business ALEI: 0628549
Annual report due: 31 Mar 2025
NAICS code: 541211 - Offices of Certified Public Accountants
Business address: 218 DANBURY RD, WILTON, CT, 06897, United States
Mailing address: 218 DANBURY RD, WILTON, CT, United States, 06897
ZIP code: 06897
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: barbarah@halpernassoc.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HALPERN & ASSOCIATES, LLC PROFIT SHARING PLAN 2023 061560537 2024-06-04 HALPERN & ASSOCIATES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541211
Sponsor’s telephone number 2032107364
Plan sponsor’s address 218 DANBURY ROAD, WILTON, CT, 06897
HALPERN & ASSOCIATES, LLC PROFIT SHARING PLAN 2022 061560537 2023-04-28 HALPERN & ASSOCIATES, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541211
Sponsor’s telephone number 2032107364
Plan sponsor’s address 218 DANBURY ROAD, WILTON, CT, 06897
HALPERN & ASSOCIATES, LLC PROFIT SHARING PLAN 2021 061560537 2022-09-02 HALPERN & ASSOCIATES, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541211
Sponsor’s telephone number 2032107364
Plan sponsor’s address 218 DANBURY ROAD, WILTON, CT, 06897
HALPERN & ASSOCIATES, LLC PROFIT SHARING PLAN 2020 061560537 2021-05-11 HALPERN & ASSOCIATES, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541211
Sponsor’s telephone number 2032107364
Plan sponsor’s address 218 DANBURY ROAD, WILTON, CT, 06897
HALPERN & ASSOCIATES, LLC PROFIT SHARING PLAN 2019 061560537 2020-05-17 HALPERN & ASSOCIATES, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541211
Sponsor’s telephone number 2032107364
Plan sponsor’s address 218 DANBURY ROAD, WILTON, CT, 06897
HALPERN & ASSOCIATES, LLC PROFIT SHARING PLAN 2018 061560537 2019-09-03 HALPERN & ASSOCIATES, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541211
Sponsor’s telephone number 2032107364
Plan sponsor’s address 218 DANBURY ROAD, WILTON, CT, 06897
HALPERN & ASSOCIATES, LLC PROFIT SHARING PLAN 2017 061560537 2018-10-09 HALPERN & ASSOCIATES, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541211
Sponsor’s telephone number 2032107364
Plan sponsor’s address 218 DANBURY ROAD, WILTON, CT, 06897
HALPERN & ASSOCIATES, LLC PROFIT SHARING PLAN 2016 061560537 2017-10-09 HALPERN & ASSOCIATES, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541211
Sponsor’s telephone number 2032107364
Plan sponsor’s address 218 DANBURY ROAD, WILTON, CT, 06897
HALPERN & ASSOCIATES, LLC PROFIT SHARING PLAN 2015 061560537 2016-04-04 HALPERN & ASSOCIATES, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541211
Sponsor’s telephone number 2032107364
Plan sponsor’s address 218 DANBURY ROAD, WILTON, CT, 06897

Signature of
Role Plan administrator
Date 2016-04-02
Name of individual signing BARBARA HALPERN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-04-02
Name of individual signing BARBARA HALPERN
Valid signature Filed with authorized/valid electronic signature
HALPERN & ASSOCIATES, LLC PROFIT SHARING PLAN 2014 061560537 2015-08-21 HALPERN & ASSOCIATES, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 541211
Sponsor’s telephone number 2032107364
Plan sponsor’s address 218 DANBURY ROAD, WILTON, CT, 06897

Signature of
Role Plan administrator
Date 2015-08-21
Name of individual signing BARBARA D. HALPERN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-08-21
Name of individual signing BARBARA D. HALPERN
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
BARBARA DIANE HALPERN Officer 218 DANBURY RD, WILTON, CT, 06897, United States 143 WESTON ROAD, WESTON, CT, 06883, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
BARBARA D. HALPERN Agent 218 DANBURY RD, WILTON, CT, 06897, United States 218Danbury Road, Wilton, CT, 06897, United States +1 203-210-7364 barbarah@halpernassoc.com 143 WESTON RD, WESTON, CT, 06883, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
CPAP.0003520 CERTIFIED PUBLIC ACCOUNTING FIRM ACTIVE CURRENT 2000-01-11 2024-01-01 2024-12-31

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012342090 2024-04-30 No data Annual Report Annual Report No data
BF-0011155674 2023-01-24 No data Annual Report Annual Report No data
BF-0010266455 2022-06-27 No data Annual Report Annual Report 2022
0007125773 2021-02-04 No data Annual Report Annual Report 2021
0006770913 2020-02-21 No data Annual Report Annual Report 2019
0006770715 2020-02-21 No data Annual Report Annual Report 2015
0006770798 2020-02-21 No data Annual Report Annual Report 2017
0006770824 2020-02-21 No data Annual Report Annual Report 2018
0006770932 2020-02-21 No data Annual Report Annual Report 2020
0006770759 2020-02-21 No data Annual Report Annual Report 2016

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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