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NORTHCOAST ASSET MANAGEMENT LLC

Company Details

Entity Name: NORTHCOAST ASSET MANAGEMENT LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 24 Sep 2004 (Companies founded in September 2004)
Business ALEI: 0796467
Annual report due: 31 Mar 2025
NAICS code: 523210 - Securities and Commodity Exchanges
Business address: ONE GREENWICH OFFICE PARK, GREENWICH, CT, 06831, United States
Mailing address: ONE GREENWICH OFFICE PARK, GREENWICH, CT, United States, 06831
Mailing jurisdiction address: 251 Little Falls Dr, Wilmington, DE, 19808-1674, United States
ZIP code: 06831 (Companies in Fairfield, 06831)
County: Fairfield
Place of Formation: DELAWARE
E-Mail: mdean@northcoastam.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NORTHCOAST ASSET MANAGEMENT 401(K) RETIREMENT PLAN 2021 200902295 2022-09-26 NORTHCOAST ASSET MANAGEMENT LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523110
Sponsor’s telephone number 2035327002
Plan sponsor’s address ONE GREENWICH OFFICE PARK, GREENWICH, CT, 06831

Signature of
Role Plan administrator
Date 2022-09-26
Name of individual signing MARK DEAN, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-26
Name of individual signing MARK DEAN
Valid signature Filed with authorized/valid electronic signature
NORTHCOAST ASSET MANAGEMENT 401(K) RETIREMENT PLAN 2020 200902295 2021-03-14 NORTHCOAST ASSET MANAGEMENT LLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523110
Sponsor’s telephone number 2035327002
Plan sponsor’s address ONE GREENWICH OFFICE PARK, GREENWICH, CT, 06831

Signature of
Role Plan administrator
Date 2021-03-14
Name of individual signing MARK DEAN, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-03-14
Name of individual signing MARK DEAN
Valid signature Filed with authorized/valid electronic signature
NORTHCOAST ASSET MANAGEMENT 401(K) RETIREMENT PLAN 2019 200902295 2020-09-03 NORTHCOAST ASSET MANAGEMENT LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523110
Sponsor’s telephone number 2035327002
Plan sponsor’s address ONE GREENWICH OFFICE PARK, GREENWICH, CT, 06831

Signature of
Role Plan administrator
Date 2020-09-03
Name of individual signing MARK DEAN, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-03
Name of individual signing MARK DEAN
Valid signature Filed with authorized/valid electronic signature
NORTHCOAST ASSET MANAGEMENT 401(K) RETIREMENT PLAN 2018 200902295 2019-09-27 NORTHCOAST ASSET MANAGEMENT LLC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523110
Sponsor’s telephone number 2035327002
Plan sponsor’s address ONE GREENWICH OFFICE PARK, GREENWICH, CT, 06831

Signature of
Role Plan administrator
Date 2019-09-27
Name of individual signing MARK DEAN, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-27
Name of individual signing MARK DEAN
Valid signature Filed with authorized/valid electronic signature
NORTHCOAST ASSET MANAGEMENT 401(K) RETIREMENT PLAN 2017 200902295 2018-10-02 NORTHCOAST ASSET MANAGEMENT LLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523110
Sponsor’s telephone number 2035327002
Plan sponsor’s address ONE GREENWICH OFFICE PARK, GREENWICH, CT, 06831

Signature of
Role Plan administrator
Date 2018-10-02
Name of individual signing MARK DEAN, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-02
Name of individual signing MARK DEAN
Valid signature Filed with authorized/valid electronic signature
NORTHCOAST ASSET MANAGEMENT 401(K) RETIREMENT PLAN 2016 200902295 2017-10-05 NORTHCOAST ASSET MANAGEMENT LLC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523110
Sponsor’s telephone number 2035327002
Plan sponsor’s address ONE GREENWICH OFFICE PARK, GREENWICH, CT, 06831

Signature of
Role Plan administrator
Date 2017-10-05
Name of individual signing MARK DEAN, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-05
Name of individual signing MARK DEAN
Valid signature Filed with authorized/valid electronic signature
NORTHCOAST ASSET MANAGEMENT 401(K) RETIREMENT PLAN 2015 200902295 2016-09-28 NORTHCOAST ASSET MANAGEMENT LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523110
Sponsor’s telephone number 2035327002
Plan sponsor’s address ONE GREENWICH OFFICE PARK, GREENWICH, CT, 06831

Signature of
Role Plan administrator
Date 2016-09-28
Name of individual signing MARK DEAN, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-09-28
Name of individual signing MARK DEAN
Valid signature Filed with authorized/valid electronic signature
NORTHCOAST ASSET MANAGEMENT 401(K) RETIREMENT PLAN 2015 200902295 2016-09-26 NORTHCOAST ASSET MANAGEMENT LLC 23
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523110
Sponsor’s telephone number 2035327002
Plan sponsor’s address ONE GREENWICH OFFICE PARK, GREENWICH, CT, 06831

Signature of
Role Plan administrator
Date 2016-09-26
Name of individual signing MARK DEAN, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-09-26
Name of individual signing MARK DEAN
Valid signature Filed with authorized/valid electronic signature
NORTHCOAST ASSET MANAGEMENT 401(K) RETIREMENT PLAN 2014 200902295 2015-09-25 NORTHCOAST ASSET MANAGEMENT LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523110
Sponsor’s telephone number 2035327002
Plan sponsor’s address 6 GLENVILLE STREET, GREENWICH, CT, 06831

Signature of
Role Plan administrator
Date 2015-09-25
Name of individual signing MARK DEAN, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-09-25
Name of individual signing MARK DEAN
Valid signature Filed with authorized/valid electronic signature
NORTHCOAST ASSET MANAGEMENT 401(K) RETIREMENT PLAN 2013 200902295 2014-10-15 NORTHCOAST ASSET MANAGEMENT LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523110
Sponsor’s telephone number 2035327002
Plan sponsor’s address 6 GLENVILLE STREET, GREENWICH, CT, 06831

Signature of
Role Plan administrator
Date 2014-10-15
Name of individual signing MARK DEAN, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-15
Name of individual signing MARK DEAN
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
Patrick Jamin Officer One Greenwich Office Park, Greenwich, CT, 06831-3260, United States One Greenwich Office Park, Greenwich, CT, 06831-3260, United States

Agent

Name Role Business address E-Mail
Secretary of State Agent 165 Capitol Ave., P.O. BOX 150470, Hartford, CT, 06115-0470, United States mdean@northcoastam.com

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012318559 2024-03-06 No data Annual Report Annual Report No data
BF-0011161714 2023-03-29 No data Annual Report Annual Report No data
BF-0010362245 2022-03-04 No data Annual Report Annual Report 2022
BF-0008681946 2021-09-29 No data Annual Report Annual Report 2017
BF-0008681944 2021-09-29 No data Annual Report Annual Report 2016
BF-0008681940 2021-09-29 No data Annual Report Annual Report 2012
BF-0008681943 2021-09-29 No data Annual Report Annual Report 2019
BF-0008681942 2021-09-29 No data Annual Report Annual Report 2013
BF-0008681947 2021-09-29 No data Annual Report Annual Report 2020
BF-0008681945 2021-09-29 No data Annual Report Annual Report 2018

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Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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