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  5. ODYSSEY ADVISORS, INC.

ODYSSEY ADVISORS, INC.

Company Details

Entity Name: ODYSSEY ADVISORS, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 05 Aug 2004
Business ALEI: 0792549
Annual report due: 05 Aug 2025
NAICS code: 541611 - Administrative Management and General Management Consulting Services
Business address: 11 HAYWARD AVE BLDG 4, COLCHESTER, CT, 06415, United States
Mailing address: 11 HAYWARD AVE BLDG 4, COLCHESTER, CT, United States, 06415
ZIP code: 06415
County: New London
Place of Formation: CONNECTICUT
Total authorized shares: 10000
E-Mail: pelmore@odysseyadvisors.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ODYSSEY ADVISORS CASH BALANCE PLAN 2023 364560201 2024-02-27 ODYSSEY ADVISORS, INC. 11
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 8605379080
Plan sponsor’s address 11 HAYWARD AVENUE, BLDG 4, COLCHESTER, CT, 064151285

Signature of
Role Plan administrator
Date 2024-02-27
Name of individual signing PARKER ELMORE
Valid signature Filed with authorized/valid electronic signature
ODYSSEY ADVISORS, INC. ROTH 401(K) PLAN 2023 364560201 2024-02-27 ODYSSEY ADVISORS, INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 541600
Sponsor’s telephone number 8605379080
Plan sponsor’s address 11 HAYWARD AVENUE, BUILDING 4, COLCHESTER, CT, 064151285

Signature of
Role Plan administrator
Date 2024-02-27
Name of individual signing PARKER ELMORE
Valid signature Filed with authorized/valid electronic signature
ODYSSEY ADVISORS CASH BALANCE PLAN 2022 364560201 2023-02-18 ODYSSEY ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 8605379080
Plan sponsor’s address 11 HAYWARD AVENUE, BLDG 4, COLCHESTER, CT, 064151285

Signature of
Role Plan administrator
Date 2023-02-18
Name of individual signing PARKER ELMORE
Valid signature Filed with authorized/valid electronic signature
ODYSSEY ADVISORS, INC. ROTH 401(K) PLAN 2022 364560201 2023-02-18 ODYSSEY ADVISORS, INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 541600
Sponsor’s telephone number 8605379080
Plan sponsor’s address 11 HAYWARD AVENUE, BUILDING 4, COLCHESTER, CT, 064151285

Signature of
Role Plan administrator
Date 2023-02-18
Name of individual signing PARKER ELMORE
Valid signature Filed with authorized/valid electronic signature
ODYSSEY ADVISORS CASH BALANCE PLAN 2021 364560201 2022-07-17 ODYSSEY ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 8605379080
Plan sponsor’s address 11 HAYWARD AVENUE, BLDG 4, COLCHESTER, CT, 064151285

Signature of
Role Plan administrator
Date 2022-07-17
Name of individual signing PARKER ELMORE
Valid signature Filed with authorized/valid electronic signature
ODYSSEY ADVISORS, INC. ROTH 401(K) PLAN 2021 364560201 2022-07-17 ODYSSEY ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 541600
Sponsor’s telephone number 8605379080
Plan sponsor’s address 11 HAYWARD AVENUE, BUILDING 4, COLCHESTER, CT, 064151285

Signature of
Role Plan administrator
Date 2022-07-17
Name of individual signing PARKER ELMORE
Valid signature Filed with authorized/valid electronic signature
ODYSSEY ADVISORS, INC. ROTH 401(K) PLAN 2020 364560201 2021-03-17 ODYSSEY ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 541600
Sponsor’s telephone number 8605379080
Plan sponsor’s address 11 HAYWARD AVENUE, BUILDING 4, COLCHESTER, CT, 064151285

Signature of
Role Plan administrator
Date 2021-03-17
Name of individual signing PARKER ELMORE
Valid signature Filed with authorized/valid electronic signature
ODYSSEY ADVISORS CASH BALANCE PLAN 2020 364560201 2021-03-17 ODYSSEY ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 8605379080
Plan sponsor’s address 11 HAYWARD AVENUE, BLDG 4, COLCHESTER, CT, 064151285

Signature of
Role Plan administrator
Date 2021-03-17
Name of individual signing PARKER ELMORE
Valid signature Filed with authorized/valid electronic signature
ODYSSEY ADVISORS CASH BALANCE PLAN 2019 364560201 2020-01-20 ODYSSEY ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 8605379080
Plan sponsor’s address 11 HAYWARD AVENUE, BLDG 4, COLCHESTER, CT, 064151285

Signature of
Role Plan administrator
Date 2020-01-20
Name of individual signing PARKER ELMORE
Valid signature Filed with authorized/valid electronic signature
ODYSSEY ADVISORS, INC. ROTH 401(K) PLAN 2019 364560201 2020-01-20 ODYSSEY ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 541600
Sponsor’s telephone number 8605379080
Plan sponsor’s address 11 HAYWARD AVENUE, BUILDING 4, COLCHESTER, CT, 064151285

Signature of
Role Plan administrator
Date 2020-01-20
Name of individual signing PARKER ELMORE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
PARKER E. ELMORE Agent 11 HAYWARD AVENUE, BUILDING 4, COLCHESTER, CT, 06415, United States 11 HAYWARD AVENUE, BUILDING 4, COLCHESTER, CT, 06415, United States +1 860-490-6929 pelmore@odysseyadvisors.com 94 VAN CEDAR FIELD RD., COLCHESTER, CT, 06415, United States

Officer

Name Role Business address Phone E-Mail Residence address
PARKER E. ELMORE Officer 11 HAYWARD AVENUE, BUILDING 4, COLCHESTER, CT, 06415, United States +1 860-490-6929 pelmore@odysseyadvisors.com 94 VAN CEDAR FIELD RD., COLCHESTER, CT, 06415, United States

Director

Name Role Business address Phone E-Mail Residence address
PARKER E. ELMORE Director 11 HAYWARD AVENUE, BUILDING 4, COLCHESTER, CT, 06415, United States +1 860-490-6929 pelmore@odysseyadvisors.com 94 VAN CEDAR FIELD RD., COLCHESTER, CT, 06415, United States

History

Type Old value New value Date of change
Name change PRIMORIS BENEFIT ADVISORS, INC. ODYSSEY ADVISORS, INC. 2013-06-27

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012319519 2024-07-06 No data Annual Report Annual Report No data
BF-0011161072 2023-07-06 No data Annual Report Annual Report No data
BF-0010221560 2022-07-06 No data Annual Report Annual Report 2022
BF-0009811229 2021-07-06 No data Annual Report Annual Report No data
0006943806 2020-07-10 No data Annual Report Annual Report 2020
0006592845 2019-07-09 No data Annual Report Annual Report 2019
0006214223 2018-07-12 No data Annual Report Annual Report 2018
0005900404 2017-08-01 No data Annual Report Annual Report 2017
0005801096 2017-03-25 No data Change of Agent Address Agent Address Change No data
0005622244 2016-08-05 No data Annual Report Annual Report 2016

Related by officers

PARKER E. ELMORE

PRIMORIS ADVISORS, L.L.C.

Related by address

No related companies by address

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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