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LAFORTE FINANCIAL SERVICES, INC.

Company Details

Entity Name: LAFORTE FINANCIAL SERVICES, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 23 Apr 2001 (Companies founded in April 2001)
Business ALEI: 0679652
Annual report due: 23 Apr 2025
NAICS code: 541211 - Offices of Certified Public Accountants
Business address: 1127 High Ridge Rd, STAMFORD, CT, 06905, United States
Mailing address: 1127 High Ridge Rd, PMB 103, STAMFORD, CT, United States, 06905
ZIP code: 06905 (Companies in Fairfield, 06905)
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 1500
E-Mail: peter@lafortefinancial.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LAFORTE FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN 2022 061616861 2023-09-18 LAFORTE FINANCIAL SERVICES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541211
Sponsor’s telephone number 2032499913
Plan sponsor’s address 1127 HIGH RIDGE ROAD, SUITE 103, STAMFORD, CT, 06905
LAFORTE FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN 2022 061616861 2023-09-18 LAFORTE FINANCIAL SERVICES, INC. 6
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 541211
Sponsor’s telephone number 2032499913
Plan sponsor’s address 1127 HIGH RIDGE ROAD, SUITE 103, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2023-09-18
Name of individual signing PETER J. LAFORTE
Valid signature Filed with authorized/valid electronic signature
LAFORTE FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN 2021 061616861 2022-10-10 LAFORTE FINANCIAL SERVICES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 2039688461
Plan sponsor’s address 1127 HIGH RIDGE ROAD, SUITE 103, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2022-10-10
Name of individual signing PETER LAFORTE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-10
Name of individual signing PETER LAFORTE
Valid signature Filed with authorized/valid electronic signature
LAFORTE FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN 2020 061616861 2021-10-15 LAFORTE FINANCIAL SERVICES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 2039688461
Plan sponsor’s address 1127 HIGH RIDGE ROAD, SUITE 103, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2021-10-15
Name of individual signing PETER LAFORTE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-15
Name of individual signing PETER LAFORTE
Valid signature Filed with authorized/valid electronic signature
LAFORTE FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN 2019 061616861 2020-06-15 LAFORTE FINANCIAL SERVICES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 2039688461
Plan sponsor’s address 1127 HIGH RIDGE ROAD, SUITE 103, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2020-06-15
Name of individual signing PETER LAFORTE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-15
Name of individual signing PETER LAFORTE
Valid signature Filed with authorized/valid electronic signature
LAFORTE FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN 2018 061616861 2019-04-29 LAFORTE FINANCIAL SERVICES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 2039688461
Plan sponsor’s address 1127 HIGH RIDGE ROAD, SUITE 103, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2019-04-29
Name of individual signing PETER LAFORTE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-29
Name of individual signing PETER LAFORTE
Valid signature Filed with authorized/valid electronic signature
LAFORTE FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN 2017 061616861 2018-07-30 LAFORTE FINANCIAL SERVICES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541211
Sponsor’s telephone number 2039688461
Plan sponsor’s address 1127 HIGH RIDGE ROAD, SUITE 103, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2018-07-30
Name of individual signing PETER LAFORTE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-30
Name of individual signing PETER LAFORTE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
PETER J. LAFORTE Agent 213 E Hunting Ridge Rd, Stamford, CT, 06903-2318, United States 1127 High Ridge Rd, PMB 103, Stamford, CT, 06905-1203, United States +1 203-249-9913 peter@lafortefinancial.com 213 EAST HUNTING RIDGE RD, STAMFORD, CT, 06903, United States

Officer

Name Role Business address Phone E-Mail Residence address
PETER J. LAFORTE Officer 1127 High Ridge Rd, STAMFORD, CT, 06905, United States +1 203-249-9913 peter@lafortefinancial.com 213 EAST HUNTING RIDGE RD, STAMFORD, CT, 06903, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
CPAP.0004508 CERTIFIED PUBLIC ACCOUNTING FIRM ACTIVE CURRENT 2007-02-06 2024-01-01 2024-12-31

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012232261 2024-03-24 No data Annual Report Annual Report No data
BF-0011403326 2023-04-25 No data Annual Report Annual Report No data
BF-0010403427 2022-03-31 No data Annual Report Annual Report 2022
BF-0009803278 2021-06-23 No data Annual Report Annual Report No data
0006870181 2020-04-01 No data Annual Report Annual Report 2020
0006667473 2019-10-25 No data Annual Report Annual Report 2018
0006667474 2019-10-25 No data Annual Report Annual Report 2019
0005809022 2017-04-03 No data Annual Report Annual Report 2017
0005534505 2016-04-11 No data Annual Report Annual Report 2014
0005534529 2016-04-11 No data Annual Report Annual Report 2016

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PETER J. LAFORTE

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Related by address

1127 High Ridge Rd, STAMFORD, CT, 06905, United States

THE INTERNATIONAL HILDRETH MEIERE ASSOCIATION, INC.

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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