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IMPACT PLANNING GROUP, LLC

Company Details

Entity Name: IMPACT PLANNING GROUP, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 05 Feb 2001 (Companies founded in February 2001)
Business ALEI: 0673035
Annual report due: 31 Mar 2025
NAICS code: 541613 - Marketing Consulting Services
Business address: 90 GROVE ST., STE. 206, RIDGEFIELD, CT, 06877, United States
Mailing address: 90 GROVE ST., STE. 206, RIDGEFIELD, CT, United States, 06877
Mailing jurisdiction address: 1209 ORANGE ST, WILMINGTON, DE, 19801, United States
ZIP code: 06877 (Companies in Fairfield, 06877)
County: Fairfield
Place of Formation: DELAWARE
E-Mail: jleftwich@impactplan.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
IMPACT PLANNING GROUP, LLC 401(K) RETIREMENT PLAN 2023 133027320 2024-05-20 IMPACT PLANNING GROUP, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541910
Sponsor’s telephone number 2034318300
Plan sponsor’s address 90 GROVE ST, SUITE 206, RIDGEFIELD, CT, 06877

Signature of
Role Plan administrator
Date 2024-05-20
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-20
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature
IMPACT PLANNING GROUP, LLC 401(K) RETIREMENT PLAN 2022 133027320 2023-06-12 IMPACT PLANNING GROUP, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541910
Sponsor’s telephone number 2038541011
Plan sponsor’s address 90 GROVE ST, SUITE 206, RIDGEFIELD, CT, 06877

Signature of
Role Plan administrator
Date 2023-06-09
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-09
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature
IMPACT PLANNING GROUP, LLC 401(K) RETIREMENT PLAN 2021 133027320 2022-05-24 IMPACT PLANNING GROUP, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541910
Sponsor’s telephone number 2038541011
Plan sponsor’s address 90 GROVE ST, SUITE 206, RIDGEFIELD, CT, 06877

Signature of
Role Plan administrator
Date 2022-05-24
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-24
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature
IMPACT PLANNING GROUP, LLC 401(K) RETIREMENT PLAN 2020 133027320 2021-04-05 IMPACT PLANNING GROUP, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541910
Sponsor’s telephone number 2038541011
Plan sponsor’s address 90 GROVE ST, SUITE 206, RIDGEFIELD, CT, 06877

Signature of
Role Plan administrator
Date 2021-04-05
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-04-05
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature
IMPACT PLANNING GROUP, LLC 401(K) RETIREMENT PLAN 2019 133027320 2020-04-16 IMPACT PLANNING GROUP, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541910
Sponsor’s telephone number 2038541011
Plan sponsor’s address 90 GROVE ST, SUITE 206, RIDGEFIELD, CT, 06877

Signature of
Role Plan administrator
Date 2020-04-16
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-04-16
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature
IMPACT PLANNING GROUP, LLC 401(K) RETIREMENT PLAN 2018 133027320 2019-04-12 IMPACT PLANNING GROUP, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541910
Sponsor’s telephone number 2038541011
Plan sponsor’s address 90 GROVE ST, SUITE 206, RIDGEFIELD, CT, 06877

Signature of
Role Plan administrator
Date 2019-04-12
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-12
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature
IMPACT PLANNING GROUP, LLC 401(K) RETIREMENT PLAN 2017 133027320 2018-05-04 IMPACT PLANNING GROUP, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541910
Sponsor’s telephone number 2038541011
Plan sponsor’s address 90 GROVE ST, SUITE 206, RIDGEFIELD, CT, 06877

Signature of
Role Plan administrator
Date 2018-05-04
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-04
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature
IMPACT PLANNING GROUP, LLC 401(K) RETIREMENT PLAN 2016 133027320 2017-07-25 IMPACT PLANNING GROUP, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541910
Sponsor’s telephone number 2038541011
Plan sponsor’s address 90 GROVE ST, SUITE 206, RIDGEFIELD, CT, 06877

Signature of
Role Plan administrator
Date 2017-07-25
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-25
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature
IMPACT PLANNING GROUP, LLC 401(K) RETIREMENT PLAN 2015 133027320 2016-03-14 IMPACT PLANNING GROUP, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541910
Sponsor’s telephone number 2038541011
Plan sponsor’s address 90 GROVE ST, SUITE 206, RIDGEFIELD, CT, 06877

Signature of
Role Plan administrator
Date 2016-03-11
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-03-11
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature
IMPACT PLANNING GROUP, LLC 401(K) RETIREMENT PLAN 2014 133027320 2015-04-23 IMPACT PLANNING GROUP, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541910
Sponsor’s telephone number 2038541011
Plan sponsor’s address 11 GRUMMAN HILL RD, WILTON, CT, 06897

Signature of
Role Plan administrator
Date 2015-04-23
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-04-23
Name of individual signing MARTIN MA
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
DAVID A. SWERDLOFF Agent DAY PITNEY LLP, ONE STAMFORD PLAZA, 7TH FLOOR, 263 TRESSER BLVD, STAMFORD, CT, 06901, United States DAY PITNEY LLP, ONE STAMFORD PLAZA, 7TH FLOOR, 263 TRESSER BLVD, STAMFORD, CT, 06901, United States +1 860-275-0169 dswerdloff@daypitney.com 87 ALEXANDRA DR., STAMFORD, CT, 06903, United States

Officer

Name Role Business address Residence address
Martin Ma Officer 90 GROVE ST., STE. 206, RIDGEFIELD, CT, 06877, United States 50603 Prestonwood Ct, Granger, IN, 46530-4965, United States
MARY ABBAZIA Officer 90 GROVE STREET #206, RIDGEFIELD, CT, 06877, United States 263 STAMFORD AVE, STAMFORD, CT, 06902, United States

History

Type Old value New value Date of change
Name change IMPACT PLANNING GROUP I, LLC IMPACT PLANNING GROUP, LLC 2006-09-18

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012152114 2024-03-19 No data Annual Report Annual Report No data
BF-0011401370 2023-03-21 No data Annual Report Annual Report No data
BF-0010263650 2022-03-23 No data Annual Report Annual Report 2022
0007244965 2021-03-19 No data Annual Report Annual Report 2021
0006746247 2020-02-07 No data Annual Report Annual Report 2020
0006308382 2019-01-04 No data Annual Report Annual Report 2019
0006008154 2018-01-15 No data Annual Report Annual Report 2018
0005734367 2017-01-10 No data Annual Report Annual Report 2017
0005477344 2016-01-30 No data Annual Report Annual Report 2016
0005415367 2015-10-15 2015-10-15 Change of Business Address Business Address Change No data

Related by officers

DAVID A. SWERDLOFF

COMPUTER SECURITY CONSULTANTS, INC. FIRST EQUITY GROUP, INC. GLOBAL INVESTMENT GROUP, LLC G-K ASSOCIATES LIMITED PARTNERSHIP SGI I, A LIMITED PARTNERSHIP SOUNDVIEW CAPITAL LIMITED PARTNERSHIP D-STORE, INC. BABU INVESTORS, LLC SESUIT VENTURES, LLC CONNOR GROUP LIMITED LIABILITY COMPANY

MARY ABBAZIA

IMPACT FORWARD LLC POWER TO IMPACT LLC

Related by address

1209 ORANGE ST, WILMINGTON, DE, 19801, United States

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Date of last update: 18 Nov 2024

Sources: Connecticut's Official State Website

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