| Entity Name: | MJC Wealth Management LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 12 Jul 2002 |
| Business ALEI: | 0720389 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 2505 MAIN ST., STRATFORD, CT, 06615, United States |
| Mailing address: | 2505 MAIN ST., 206, STRATFORD, CT, United States, 06615 |
| ZIP code: | 06615 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | info@mjcwealthmanagement.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MJC WEALTH MANAGEMENT, LLC 401(K) PLAN | 2023 | 542082769 | 2024-07-03 | MJC WEALTH MANAGEMENT, LLC | 2 | |||||||||||||
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| MJC WEALTH MANAGEMENT, LLC 401(K) PLAN | 2022 | 542082769 | 2023-07-18 | MJC WEALTH MANAGEMENT, LLC | 2 | |||||||||||||
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| MJC WEALTH MANAGEMENT, LLC 401(K) PLAN | 2021 | 542082769 | 2022-08-18 | MJC WEALTH MANAGEMENT, LLC | 2 | |||||||||||||
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| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| MICHAEL J. CHAFFEE | Officer | 2505 MAIN ST. #206, STRATFORD, CT, 06615, United States | +1 203-521-2607 | mjchaffee@mjcwealthmanagement.com | 46 Ironwood Rd, Trumbull, CT, 06611-4022, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| MICHAEL J. CHAFFEE | Agent | 2505 MAIN ST., STRATFORD, CT, 06615, United States | 2505 Main Street, 206, Stratford, CT, 06615, United States | +1 203-521-2607 | mjchaffee@mjcwealthmanagement.com | 46 Ironwood Rd, Trumbull, CT, 06611-4022, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | M.J. CHAFFEE & ASSOCIATES, LLC | MJC Wealth Management LLC | 2022-03-03 |
| Name change | MJC FINANCIAL PLANNING, LLC | M.J. CHAFFEE & ASSOCIATES, LLC | 2003-05-07 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012085170 | 2024-02-26 | No data | Annual Report | Annual Report | No data |
| BF-0011271148 | 2023-01-03 | No data | Annual Report | Annual Report | No data |
| BF-0010520192 | 2022-03-25 | 2022-03-25 | Change of Email Address | Business Email Address Change | No data |
| BF-0010314037 | 2022-02-25 | No data | Annual Report | Annual Report | 2022 |
| BF-0010482122 | 2022-02-21 | 2022-03-03 | Name Change Amendment | Certificate of Amendment | No data |
| BF-0008653917 | 2021-11-15 | No data | Annual Report | Annual Report | 2020 |
| BF-0009854126 | 2021-11-15 | No data | Annual Report | Annual Report | No data |
| 0006488185 | 2019-03-25 | No data | Annual Report | Annual Report | 2019 |
| 0006046026 | 2018-01-30 | No data | Annual Report | Annual Report | 2018 |
| 0005886618 | 2017-07-12 | No data | Annual Report | Annual Report | 2017 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
