| Entity Name: | CHARTER OAK FINANCIAL GROUP, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 11 Jul 2002 (Companies founded in July 2002) |
| Business ALEI: | 0720325 |
| Annual report due: | 11 Jul 2025 |
| NAICS code: | 524298 - All Other Insurance Related Activities |
| Business address: | 208 ANNELISE AVENUE, SOUTHINGTON, CT, 06489, United States |
| Mailing address: | 208 ANNELISE AVENUE, SOUTHINGTON, CT, United States, 06489 |
| ZIP code: | 06489 (Companies in Hartford, 06489) |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 1000 |
| E-Mail: | sue@cofginc.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARTER OAK FINANCIAL GROUP INC 401K PROFIT SHARING PLAN | 2010 | 161648332 | 2010-04-30 | CHARTER OAK FINANCIAL GROUP INC | 2 | |||||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 161648332 |
| Plan administrator’s name | CHARTER OAK FINANCIAL GROUP INC |
| Plan administrator’s address | 1 CENTER STREET, SUITE B, SOUTHINGTON, CT, 06489 |
| Administrator’s telephone number | 8602761091 |
Signature of
| Role | Plan administrator |
| Date | 2010-04-29 |
| Name of individual signing | SUSAN MCINNIS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2005-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 8602761091 |
| Plan sponsor’s address | 1 CENTER STREET, SUITE B, SOUTHINGTON, CT, 06489 |
Plan administrator’s name and address
| Administrator’s EIN | 161648332 |
| Plan administrator’s name | CHARTER OAK FINANCIAL GROUP INC |
| Plan administrator’s address | 1 CENTER STREET, SUITE B, SOUTHINGTON, CT, 06489 |
| Administrator’s telephone number | 8602761091 |
Signature of
| Role | Plan administrator |
| Date | 2010-04-29 |
| Name of individual signing | SUSAN MCINNIS |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| MICHAEL PRAIRIE | Agent | 208 ANNELISE AVE, SOUTHINGTON, CT, 06489, United States | 208 ANNELISE AVE, SOUTHINGTON, CT, 06489, United States | +1 860-877-4700 | sue@cofginc.com | SAME, SOUTHINGTON, CT, 06489, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| SUSAN R PRAIRIE | Officer | 208 ANNELISE AVENUE, SOUTHINGTON, CT, 06489, United States | 208 ANNELISE AVENUE, SOUTHINGTON, CT, 06489, United States |
| MICHAEL A PRAIRIESR | Officer | 208 ANNELISE AVENUE, SOUTHINGTON, CT, 06489, United States | 214 Union Street, DUNEDIN, FL, 34698, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| MICHAEL A PRAIRIESR | Director | 208 ANNELISE AVENUE, SOUTHINGTON, CT, 06489, United States | 214 Union Street, DUNEDIN, FL, 34698, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012086214 | 2024-06-27 | No data | Annual Report | Annual Report | No data |
| BF-0011270947 | 2023-06-13 | No data | Annual Report | Annual Report | No data |
| BF-0010326002 | 2022-06-28 | No data | Annual Report | Annual Report | 2022 |
| BF-0009758774 | 2021-07-06 | No data | Annual Report | Annual Report | No data |
| 0006948903 | 2020-07-17 | No data | Annual Report | Annual Report | 2020 |
| 0006879463 | 2020-04-08 | No data | Annual Report | Annual Report | 2019 |
| 0006879445 | 2020-04-08 | No data | Annual Report | Annual Report | 2018 |
| 0005888036 | 2017-07-13 | No data | Annual Report | Annual Report | 2017 |
| 0005888030 | 2017-07-13 | No data | Change of Business Address | Business Address Change | No data |
| 0005601017 | 2016-07-13 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
