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  5. BARRON FINANCIAL GROUP, LLP

BARRON FINANCIAL GROUP, LLP

Company Details

Entity Name: BARRON FINANCIAL GROUP, LLP
Jurisdiction: Connecticut
Legal type: LLP
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 18 Jan 2001
Business ALEI: 0671475
Annual report due: 18 Jan 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 103 ALBERT ST, TORRINGTON, CT, 06790, United States
Mailing address: 103 ALBERT STREET, TORRINGTON, CT, United States, 06790
ZIP code: 06790
County: Litchfield
Place of Formation: CONNECTICUT
E-Mail: jthibault@barronfinancialgroup.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BARRON FINANCIAL GROUP, LLP 401(K) PROFIT SHARING PLAN 2023 061602882 2024-09-24 BARRON FINANCIAL GROUP, LLP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-02-01
Business code 523900
Sponsor’s telephone number 8604890432
Plan sponsor’s address 103 ALBERT STREET, TORRINGTON, CT, 06790

Signature of
Role Plan administrator
Date 2024-09-24
Name of individual signing JAMES A. THIBAULT
Valid signature Filed with authorized/valid electronic signature
BARRON FINANCIAL GROUP, LLP 401(K) PROFIT SHARING PLAN 2022 061602882 2023-09-20 BARRON FINANCIAL GROUP, LLP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-02-01
Business code 523900
Sponsor’s telephone number 8604890432
Plan sponsor’s address 103 ALBERT STREET, TORRINGTON, CT, 06790

Signature of
Role Plan administrator
Date 2023-09-20
Name of individual signing JAMES A. THIBAULT
Valid signature Filed with authorized/valid electronic signature
BARRON FINANCIAL GROUP, LLP 401(K) PROFIT SHARING PLAN 2021 061602882 2022-07-25 BARRON FINANCIAL GROUP, LLP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-02-01
Business code 523900
Sponsor’s telephone number 8604890432
Plan sponsor’s address 103 ALBERT STREET, TORRINGTON, CT, 06790

Signature of
Role Plan administrator
Date 2022-07-25
Name of individual signing JAMES A. THIBAULT
Valid signature Filed with authorized/valid electronic signature
BARRON FINANCIAL GROUP, LLP 401(K) PROFIT SHARING PLAN 2020 061602882 2021-05-10 BARRON FINANCIAL GROUP, LLP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 8604890432
Plan sponsor’s address 103 ALBERT STREET, TORRINGTON, CT, 06790

Signature of
Role Plan administrator
Date 2021-05-10
Name of individual signing JAMES A. THIBAULT
Valid signature Filed with authorized/valid electronic signature
BARRON FINANCIAL GROUP, LLP 401(K) PROFIT SHARING PLAN 2019 061602882 2020-06-23 BARRON FINANCIAL GROUP, LLP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 8604890432
Plan sponsor’s address 103 ALBERT STREET, TORRINGTON, CT, 06790

Signature of
Role Plan administrator
Date 2020-06-23
Name of individual signing JAMES A. THIBAULT
Valid signature Filed with authorized/valid electronic signature
BARRON FINANCIAL GROUP, LLP 401(K) PROFIT SHARING PLAN 2018 061602882 2019-03-19 BARRON FINANCIAL GROUP, LLP 3
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 8604890432
Plan sponsor’s address 103 ALBERT STREET, TORRINGTON, CT, 06790

Signature of
Role Plan administrator
Date 2019-03-19
Name of individual signing JAMES A. THIBAULT
Valid signature Filed with authorized/valid electronic signature
BARRON FINANCIAL GROUP, LLP 401(K) PROFIT SHARING PLAN 2018 061602882 2019-03-21 BARRON FINANCIAL GROUP, LLP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 8604890432
Plan sponsor’s address 103 ALBERT STREET, TORRINGTON, CT, 06790

Signature of
Role Plan administrator
Date 2019-03-21
Name of individual signing JAMES A. THIBAULT
Valid signature Filed with authorized/valid electronic signature
BARRON FINANCIAL GROUP, LLP 401(K) PROFIT SHARING PLAN 2017 061602882 2018-07-27 BARRON FINANCIAL GROUP, LLP 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 8604890432
Plan sponsor’s address 103 ALBERT STREET, TORRINGTON, CT, 06790

Signature of
Role Plan administrator
Date 2018-07-27
Name of individual signing JAMES A. THIBAULT
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address E-Mail Residence address
JAMES THIBAULT Agent 103 ALBERT STREET, TORRINGTON, CT, 06790, United States JTHIBAULT@BARRONFINANCIALGROUP.COM 320 CENTER HILL RD, PLEASANT VALLEY, CT, 06063, United States

History

Type Old value New value Date of change
Name change BFG FINANCIAL SERVICES, LLP BARRON FINANCIAL GROUP, LLP 2006-02-07

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012204154 2023-12-22 No data Annual Report Annual Report No data
BF-0011402467 2022-12-19 No data Annual Report Annual Report No data
BF-0010174447 2022-02-17 No data Annual Report Annual Report 2022
0007045478 2020-12-29 No data Annual Report Annual Report 2021
0006719423 2020-01-10 No data Annual Report Annual Report 2020
0006304387 2019-01-03 No data Annual Report Annual Report 2019
0006000272 2018-01-10 No data Annual Report Annual Report 2018
0005743842 2017-01-18 No data Annual Report Annual Report 2017
0005453443 2015-12-28 No data Annual Report Annual Report 2016
0005243810 2014-12-29 No data Annual Report Annual Report 2015

Related by officers

JAMES THIBAULT

NEW MILFORD AUTO EXCHANGE INC. DEALERSHIP DEVELOPMENT L.L.C. LT ASPHALT RESTORATION, LLC

Related by address

103 ALBERT STREET, TORRINGTON, CT, United States, 06790

CENTER FOR LEADERSHIP STUDIES, LLC PORTFOLIO PROPERTIES GROUP, LLP 38 SHELBOURNE ASSOCIATES, LLC

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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