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FOSTER & FOSTER, LLC

Company Details

Entity Name: FOSTER & FOSTER, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 04 Jan 2002 (Companies founded in January 2002)
Business ALEI: 0700971
Annual report due: 31 Mar 2025
NAICS code: 812990 - All Other Personal Services
Business address: 10 WESTPORT ROAD SUITE C 205, WILTON, CT, 06897, United States
Mailing address: 10 WESTPORT ROAD SUITE C 205, WILTON, CT, United States, 06897
ZIP code: 06897 (Companies in Fairfield, 06897)
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: tax@fftrusts.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FOSTER & FOSTER INCENTIVE SAVINGS TRUST 2023 066032125 2024-09-19 FOSTER & FOSTER LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525920
Sponsor’s telephone number 2035711501
Plan sponsor’s address 10 WESTPORT ROAD, SUITE C 205, WILTON, CT, 06897
FOSTER & FOSTER INCENTIVE SAVINGS TRUST 2022 066032125 2023-05-02 FOSTER & FOSTER LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525920
Sponsor’s telephone number 2035711501
Plan sponsor’s address 10 WESTPORT ROAD, SUITE C 205, WILTON, CT, 06897
FOSTER & FOSTER INCENTIVE SAVINGS TRUST 2021 066032125 2022-05-09 FOSTER & FOSTER LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525920
Sponsor’s telephone number 2035711501
Plan sponsor’s address 10 WESTPORT ROAD, SUITE C 205, WILTON, CT, 06897
FOSTER & FOSTER INCENTIVE SAVINGS TRUST 2020 066032125 2021-07-15 FOSTER & FOSTER LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525920
Sponsor’s telephone number 2035711501
Plan sponsor’s address 10 WESTPORT ROAD, SUITE C 205, WILTON, CT, 06897
FOSTER & FOSTER INCENTIVE SAVINGS TRUST 2019 066032125 2020-05-29 FOSTER & FOSTER LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525920
Sponsor’s telephone number 2035711501
Plan sponsor’s address 10 WESTPORT ROAD, SUITE C 205, WILTON, CT, 06897

Signature of

Role Plan administrator
Date 2020-05-29
Name of individual signing ERIC BAM
Valid signature Filed with authorized/valid electronic signature
FOSTER & FOSTER INCENTIVE SAVINGS TRUST 2018 066032125 2019-09-24 FOSTER & FOSTER LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525920
Sponsor’s telephone number 2035711501
Plan sponsor’s address 10 WESTPORT ROAD, SUITE C 205, WILTON, CT, 06897

Signature of

Role Plan administrator
Date 2019-09-24
Name of individual signing ERIC BAM
Valid signature Filed with authorized/valid electronic signature
FOSTER & FOSTER INCENTIVE SAVINGS TRUST 2017 066032125 2018-06-26 FOSTER & FOSTER LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525920
Sponsor’s telephone number 2035711515
Plan sponsor’s address 10 WESTPORT ROAD, SUITE C 205, WILTON, CT, 06897

Signature of

Role Plan administrator
Date 2018-06-26
Name of individual signing ERIC F BAM
Valid signature Filed with authorized/valid electronic signature
FOSTER & FOSTER INCENTIVE SAVINGS TRUST 2016 066032125 2017-08-25 FOSTER & FOSTER, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525920
Sponsor’s telephone number 2035711515
Plan sponsor’s address 10 WESTPORT ROAD, SUITE C 205, WILTON, CT, 06897

Signature of

Role Plan administrator
Date 2017-08-25
Name of individual signing ERIC F. BAM
Valid signature Filed with authorized/valid electronic signature
FOSTER & FOSTER INCENTIVE SAVINGS TRUST 2015 066032125 2016-07-26 FOSTER & FOSTER, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525920
Sponsor’s telephone number 2035711515
Plan sponsor’s address 10 WESTPORT ROAD, SUITE C 205, WILTON, CT, 06897

Signature of

Role Plan administrator
Date 2016-07-26
Name of individual signing ERIC F BAM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-26
Name of individual signing ERIC F BAM
Valid signature Filed with authorized/valid electronic signature
FOSTER & FOSTER INCENTIVE SAVINGS TRUST 2014 066032125 2015-07-21 FOSTER & FOSTER, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525920
Sponsor’s telephone number 2035711515
Plan sponsor’s address 10 WESTPORT ROAD, SUITE C 205, WILTON, CT, 06897

Signature of

Role Plan administrator
Date 2015-07-21
Name of individual signing ERIC F. BAM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-21
Name of individual signing ERIC F. BAM
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
ERIC F. BAM Officer 10 WESTPORT ROAD SUITE C 205, SUITE C 205, WILTON, CT, 06897, United States 11 STUMPY POINT LANE, CHARLESTOWN, RI, 02813, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
ADEROTIMI SIJUWADE Agent 10 WESTPORT ROAD SUITE C 205, WILTON, CT, 06897, United States 10 WESTPORT ROAD, SUITE C 205, WILTON, CT, 06897, United States +1 203-571-1501 Tax@fftrusts.com 57 NOAH'S LANE EXT, NORWALK, CT, 06851, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012221705 2024-01-29 No data Annual Report Annual Report No data
BF-0011406306 2023-01-17 No data Annual Report Annual Report No data
BF-0010335344 2022-01-14 No data Annual Report Annual Report 2022
0007074109 2021-01-20 No data Annual Report Annual Report 2021
0006725560 2020-01-17 No data Annual Report Annual Report 2020
0006331386 2019-01-22 No data Annual Report Annual Report 2019
0005994782 2018-01-03 No data Annual Report Annual Report 2018
0005739266 2017-01-13 No data Annual Report Annual Report 2017
0005465023 2016-01-15 No data Annual Report Annual Report 2016
0005258376 2015-01-16 No data Annual Report Annual Report 2015

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website