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FORESTER CAPITAL, L.L.C.

Company Details

Entity Name: FORESTER CAPITAL, L.L.C.
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Date Formed: 07 Mar 2002 (Companies founded in March 2002)
Business ALEI: 0707721
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 700 Canal Street 3rd Floor, STAMFORD, CT, 06902, United States
Mailing address: 700 Canal Street 3rd Floor, STAMFORD, CT, United States, 06902
Mailing jurisdiction address: C/O CORPORATION SERVICE COMPANY 251 LITTLE FALLS DRIVE, WILMINGTON, DE, 19808, United States
ZIP code: 06902 (Companies in Fairfield, 06902)
County: Fairfield
Place of Formation: DELAWARE
E-Mail: LEGAL@FORESTERCAPITAL.COM

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FORESTER CAPITAL, L.L.C. 401(K) PLAN 2012 134079777 2013-07-15 FORESTER CAPITAL, L.L.C. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-05-02
Business code 523900
Sponsor’s telephone number 2039837380
Plan sponsor’s mailing address TWO SOUND VIEW DRIVE, THIRD FLOOR, GREENWICH, CT, 06830
Plan sponsor’s address TWO SOUND VIEW DRIVE, THIRD FLOOR, GREENWICH, CT, 06830

Plan administrator’s name and address

Administrator’s EIN 134079777
Plan administrator’s name FORESTER CAPITAL, L.L.C.
Plan administrator’s address TWO SOUND VIEW DRIVE, THIRD FLOOR, GREENWICH, CT, 06830
Administrator’s telephone number 2039837380

Number of participants as of the end of the plan year

Active participants 26
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 2
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 22
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2

Signature of

Role Plan administrator
Date 2013-07-15
Name of individual signing JONAS KATZ
Valid signature Filed with authorized/valid electronic signature
FORESTER CAPITAL, L.L.C. 401(K) PLAN 2011 134079777 2012-10-15 FORESTER CAPITAL, L.L.C. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-05-02
Business code 523900
Sponsor’s telephone number 2039837380
Plan sponsor’s mailing address TWO SOUND VIEW DRIVE, THIRD FLOOR, GREENWICH, CT, 06830
Plan sponsor’s address TWO SOUND VIEW DRIVE, THIRD FLOOR, GREENWICH, CT, 06830

Plan administrator’s name and address

Administrator’s EIN 134079777
Plan administrator’s name FORESTER CAPITAL, L.L.C.
Plan administrator’s address TWO SOUND VIEW DRIVE, THIRD FLOOR, GREENWICH, CT, 06830
Administrator’s telephone number 2039837380

Number of participants as of the end of the plan year

Active participants 23
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 14
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2012-10-15
Name of individual signing JONAS KATZ
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
TRENT A. CARMICHAEL Officer 700 CANAL STREET, THIRD FLOOR, STAMFORD, CT, 06902, United States 700 CANAL STREET, THIRD FLOOR, STAMFORD, CT, 06902, United States

Agent

Name Role Business address Mailing address E-Mail
Secretary of State Agent 165 Capitol Ave., P.O. BOX 150470, P.O. BOX 150470, Hartford, CT, 06115-0470, United States 165 CAPITOL AVENUE, P.O. BOX 150470, HARTFORD, CT, 06115, United States legal@forestercapital.com

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012221951 2024-02-22 No data Annual Report Annual Report No data
BF-0011408122 2023-03-24 No data Annual Report Annual Report No data
BF-0010300884 2022-02-15 No data Annual Report Annual Report 2022
0007221704 2021-03-11 No data Annual Report Annual Report 2021
0006774929 2020-02-24 No data Annual Report Annual Report 2020
0006597364 2019-07-15 2019-07-15 Change of Business Address Business Address Change No data
0006496145 2019-03-26 No data Annual Report Annual Report 2019
0006139054 2018-03-26 No data Annual Report Annual Report 2018
0005801979 2017-03-27 No data Annual Report Annual Report 2017
0005526279 2016-03-31 No data Annual Report Annual Report 2016

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website