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  5. HOFFMAN INVESTMENT PARTNERS LLC

HOFFMAN INVESTMENT PARTNERS LLC

Company Details

Entity Name: HOFFMAN INVESTMENT PARTNERS LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 23 Jun 2000
Business ALEI: 0655169
Annual report due: 31 Mar 2025
NAICS code: 523999 - Miscellaneous Financial Investment Activities
Business address: 1111 SUMMER STREET 4TH FLOOR, STAMFORD, CT, 06905, United States
Mailing address: PO BOX 3580, STAMFORD, CT, United States, 06905
ZIP code: 06905
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: rfoley@hoffmanpartners.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HOFFMAN INVESTMENT PARTNERS, LLC 401(K) PLAN 2023 061585665 2024-05-09 HOFFMAN INVESTMENT PARTNERS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-10-01
Business code 531310
Sponsor’s telephone number 2033263266
Plan sponsor’s address 1111 SUMMER ST FL 4, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2024-05-09
Name of individual signing RODGER FOLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-09
Name of individual signing RODGER FOLEY
Valid signature Filed with authorized/valid electronic signature
HOFFMAN INVESTMENT PARTNERS, LLC 401(K) PLAN 2022 061585665 2023-03-26 HOFFMAN INVESTMENT PARTNERS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-10-01
Business code 531310
Sponsor’s telephone number 2033263266
Plan sponsor’s address 1111 SUMMER ST FL 4, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2023-03-26
Name of individual signing RODGER FOLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-03-26
Name of individual signing RODGER FOLEY
Valid signature Filed with authorized/valid electronic signature
HOFFMAN INVESTMENT PARTNERS, LLC 401(K) PLAN 2021 061585665 2022-05-17 HOFFMAN INVESTMENT PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-10-01
Business code 531310
Sponsor’s telephone number 2033263266
Plan sponsor’s address 1111 SUMMER ST FL 4, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2022-05-17
Name of individual signing RODGER FOLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-17
Name of individual signing RODGER FOLEY
Valid signature Filed with authorized/valid electronic signature
HOFFMAN INVESTMENT PARTNERS, LLC 401(K) PLAN 2020 061585665 2021-11-10 HOFFMAN INVESTMENT PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-10-01
Business code 531310
Sponsor’s telephone number 2033263266
Plan sponsor’s address 1111 SUMMER ST FL 4, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2021-11-10
Name of individual signing RODGER FOLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-11-10
Name of individual signing RODGER FOLEY
Valid signature Filed with authorized/valid electronic signature
HOFFMAN INVESTMENT PARTNERS, LLC 401(K) PLAN 2019 061585665 2020-04-05 HOFFMAN INVESTMENT PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-10-01
Business code 531310
Sponsor’s telephone number 2033263266
Plan sponsor’s address 1111 SUMMER ST FL 4, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2020-04-05
Name of individual signing RODGER FOLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-04-05
Name of individual signing RODGER FOLEY
Valid signature Filed with authorized/valid electronic signature
HOFFMAN INVESTMENT PARTNERS, LLC 401(K) PLAN 2018 061585665 2019-05-22 HOFFMAN INVESTMENT PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-10-01
Business code 531310
Sponsor’s telephone number 2033263266
Plan sponsor’s address 1111 SUMMER ST FL 4, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2019-05-22
Name of individual signing RODGER FOLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-05-22
Name of individual signing RODGER FOLEY
Valid signature Filed with authorized/valid electronic signature
HOFFMAN INVESTMENT PARTNERS, LLC 401(K) PLAN 2017 061585665 2018-04-23 HOFFMAN INVESTMENT PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-10-01
Business code 531310
Sponsor’s telephone number 2033263266
Plan sponsor’s address 10 MIDDLE ST FL 7, BRIDGEPORT, CT, 066044257

Signature of
Role Plan administrator
Date 2018-04-23
Name of individual signing LAWRENCE COHEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-04-23
Name of individual signing LAWRENCE COHEN
Valid signature Filed with authorized/valid electronic signature
HOFFMAN INVESTMENT PARTNERS, LLC 401(K) PLAN 2016 061585665 2017-04-28 HOFFMAN INVESTMENT PARTNERS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-10-01
Business code 531310
Sponsor’s telephone number 2033263266
Plan sponsor’s address 10 MIDDLE ST FL 7, BRIDGEPORT, CT, 066044257

Signature of
Role Plan administrator
Date 2017-04-28
Name of individual signing LAWRENCE COHEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-28
Name of individual signing LAWRENCE COHEN
Valid signature Filed with authorized/valid electronic signature
HOFFMAN INVESTMENT PARTNERS, LLC 401(K) PLAN 2015 061585665 2016-04-21 HOFFMAN INVESTMENT PARTNERS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-10-01
Business code 531310
Sponsor’s telephone number 2033393700
Plan sponsor’s address 10 MIDDLE ST FL 7, BRIDGEPORT, CT, 066044257

Signature of
Role Plan administrator
Date 2016-04-21
Name of individual signing LAWRENCE COHENA1228093
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-04-21
Name of individual signing LAWRENCE COHENA1228093
Valid signature Filed with authorized/valid electronic signature
HOFFMAN INVESTMENT PARTNERS, LLC 401(K) PLAN 2014 061585665 2015-06-12 HOFFMAN INVESTMENT PARTNERS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-10-01
Business code 531310
Sponsor’s telephone number 2033393700
Plan sponsor’s address 10 MIDDLE ST FL 7, BRIDGEPORT, CT, 066044257

Signature of
Role Plan administrator
Date 2015-06-12
Name of individual signing LAWRENCE COHEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-12
Name of individual signing LAWRENCE COHEN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
WOFSEY, ROSEN, KWESKIN & KURIANSKY, LLP Agent

Officer

Name Role Business address Residence address
STEPHEN J HOFFMAN Officer C/O HOFFMAN INVESTMENT PARTNERS, 1111 SUMMER STREET, 4TH FLOOR, STAMFORD, CT, 06905, United States 81 LOWER CROSS RD, GREENWICH, CT, 06831, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012759178 2024-09-06 2024-09-06 Change of Agent Agent Change No data
BF-0012148412 2024-01-19 No data Annual Report Annual Report No data
BF-0011398679 2023-01-21 No data Annual Report Annual Report No data
BF-0010265256 2022-01-10 No data Annual Report Annual Report 2022
0007073748 2021-01-20 No data Annual Report Annual Report 2021
0006739030 2020-01-31 No data Annual Report Annual Report 2020
0006328542 2019-01-21 No data Annual Report Annual Report 2019
0006050503 2018-02-01 No data Annual Report Annual Report 2018
0005854302 2017-06-01 No data Annual Report Annual Report 2017
0005580075 2016-06-02 No data Annual Report Annual Report 2016

Related by officers

STEPHEN J HOFFMAN

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Related by address

PO BOX 3580, STAMFORD, CT, United States, 06905

DANBURY INVESTMENT COMPANY, L.L.C. NEWFIELD ASSOCIATES, LLC HYACINTHE LIMITED PARTNERSHIP PARK FIVE LLC SARCAR ASSOCIATES LLC THE PAD LLC FORCE 9 LLC RALNOC ASSOCIATES LLC CORNELL MADISON ASSOCIATES LLC

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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