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MASSARO WEALTH MANAGEMENT, LLC

Company Details

Entity Name: MASSARO WEALTH MANAGEMENT, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 01 Feb 2000 (Companies founded in February 2000)
Business ALEI: 0642098
Annual report due: 31 Mar 2025
NAICS code: 541990 - All Other Professional, Scientific, and Technical Services
Business address: 75 GARDEN STREET, WETHERSFIELD, CT, 06109, United States
Mailing address: 75 GARDEN STREET, WETHERSFIELD, CT, United States, 06109
ZIP code: 06109 (Companies in Hartford, 06109)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: jmassaro@moneyconcepts.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MWM 401(K) PLAN 2023 061544276 2024-10-02 MASSARO WEALTH MANAGEMENT LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 75 GARDEN STREET, WETHERSFIELD, CT, 06109
MASSARO WEALTH MANAGEMENT LLC CASH BALANCE PENSION PLAN 2023 061544276 2024-10-02 MASSARO WEALTH MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 75 GARDEN STREET, WETHERSFIELD, CT, 06109
MWM 401(K) PLAN 2022 061544276 2023-09-26 MASSARO WEALTH MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 75 GARDEN STREET, WETHERSFIELD, CT, 06109
MASSARO WEALTH MANAGEMENT LLC CASH BALANCE PENSION PLAN 2022 061544276 2023-09-26 MASSARO WEALTH MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 75 GARDEN STREET, WETHERSFIELD, CT, 06109
MWM 401(K) PLAN 2021 061544276 2022-08-10 MASSARO WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 75 GARDEN STREET, WETHERSFIELD, CT, 06109
MWM 401(K) PLAN 2020 061544276 2021-04-21 MASSARO WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 75 GARDEN STREET, WETHERSFIELD, CT, 06109
MWM 401(K) PLAN 2019 061544276 2020-03-09 MASSARO WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 75 GARDEN STREET, WETHERSFIELD, CT, 06109
MWM 401(K) PLAN 2018 061544276 2019-04-03 MASSARO WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 75 GARDEN STREET, WETHERSFIELD, CT, 06109
MWM 401(K) PLAN 2017 061544276 2018-02-16 MASSARO WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 1850 SILAS DEANE HWY, ROCKY HILL, CT, 06067
MWM 401(K) PLAN 2016 061544276 2017-03-28 MASSARO WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 75 GARDEN STREET, WETHERSFIELD, CT, 06109

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JOSEPH J. MASSARO Agent 75 GARDEN STREET, WETHERSFIELD, CT, 06109, United States 75 GARDEN STREET, WETHERSFIELD, CT, 06109, United States +1 860-257-3310 fdebaeck@moneyconcepts.com 535 Wolcott Hill Rd, Wethersfield, CT, 06109-2940, United States

Officer

Name Role Business address Phone E-Mail Residence address
JOSEPH J. MASSARO Officer 75 GARDEN STREET, WETHERSFIELD, CT, 06109, United States +1 860-257-3310 fdebaeck@moneyconcepts.com 535 Wolcott Hill Rd, Wethersfield, CT, 06109-2940, United States

History

Type Old value New value Date of change
Name change MASSARO FINANCIAL PLANNING, LLC MASSARO WEALTH MANAGEMENT, LLC 2009-02-18
Name change MONEY CONCEPTS INTERNATIONAL OF CONNECTICUT, LLC MASSARO FINANCIAL PLANNING, LLC 2000-03-14

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012351747 2024-01-10 No data Annual Report Annual Report No data
BF-0011158740 2023-02-09 No data Annual Report Annual Report No data
BF-0010375962 2022-02-28 No data Annual Report Annual Report 2022
0007107024 2021-02-02 No data Annual Report Annual Report 2021
0006757285 2020-02-14 No data Annual Report Annual Report 2020
0006385528 2019-02-15 No data Annual Report Annual Report 2019
0006021541 2018-01-22 No data Annual Report Annual Report 2018
0006021524 2018-01-22 No data Annual Report Annual Report 2017
0005617663 2016-08-01 No data Change of Agent Address Agent Address Change No data
0005471478 2016-01-25 No data Annual Report Annual Report 2016

Related by officers

JOSEPH J. MASSARO

75 GARDEN STREET WETHERSFIELD, LLC 66 1/2 NASH STREET, LLC MORTGAGE PLANNING SERVICES LLC

Related by address

75 GARDEN STREET, WETHERSFIELD, CT, United States, 06109

75 GARDEN STREET WETHERSFIELD, LLC

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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