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  5. PENSION ASSOCIATES RETIREMENT PLANNING, LLC

PENSION ASSOCIATES RETIREMENT PLANNING, LLC

Company Details

Entity Name: PENSION ASSOCIATES RETIREMENT PLANNING, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 30 Sep 2004
Business ALEI: 0797851
Annual report due: 31 Mar 2025
NAICS code: 525110 - Pension Funds
Business address: 2001 WEST MAIN STREET STE 230, STAMFORD, CT, 06902, United States
Mailing address: 2001 WEST MAIN STREET SUITE 230, STAMFORD, CT, United States, 06902
ZIP code: 06902
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: officeadmin@pensionassociates.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PENSION ASSOCIATES RETIREMENT PLAN 2023 201657244 2024-10-15 PENSION ASSOCIATES RETIREMENT PLANNING LLC 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN ST. STE 230, STAMFORD, CT, 069024542

Signature of
Role Plan administrator
Date 2024-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
PENSION ASSOCIATES RETIREMENT PLAN 2022 201657244 2023-10-14 PENSION ASSOCIATES RETIREMENT PLANNING LLC 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN ST. STE 230, STAMFORD, CT, 069024542

Signature of
Role Plan administrator
Date 2023-10-14
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-14
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
PENSION ASSOCIATES RETIREMENT PLAN 2021 201657244 2022-10-17 PENSION ASSOCIATES RETIREMENT PLANNING LLC 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN ST. STE 230, STAMFORD, CT, 069024542

Signature of
Role Plan administrator
Date 2022-10-17
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-17
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
PENSION ASSOCIATES RETIREMENT PLAN 2020 201657244 2021-10-15 PENSION ASSOCIATES RETIREMENT PLANNING LLC 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN ST. STE 230, STAMFORD, CT, 069024542

Signature of
Role Plan administrator
Date 2021-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
PENSION ASSOCIATES RETIREMENT PLAN 2019 201657244 2020-10-15 PENSION ASSOCIATES RETIREMENT PLANNING LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN STREET, SUITE 230, STAMFORD, CT, 069024542

Signature of
Role Plan administrator
Date 2020-10-14
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-14
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
PENSION ASSOCIATES RETIREMENT PLAN 2018 201657244 2019-10-15 PENSION ASSOCIATES RETIREMENT PLANNING LLC 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN STREET, SUITE 230, STAMFORD, CT, 069024542

Signature of
Role Plan administrator
Date 2019-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
PENSION ASSOCIATES RETIREMENT PLAN 2017 201657244 2018-10-15 PENSION ASSOCIATES RETIREMENT PLANNING LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN STREET, SUITE 230, STAMFORD, CT, 06902

Signature of
Role Plan administrator
Date 2018-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
PENSION ASSOCIATES RETIREMENT PLAN 2016 201657244 2017-10-16 PENSION ASSOCIATES RETIREMENT PLANNING LLC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN STREET, SUITE 230, STAMFORD, CT, 06902

Signature of
Role Plan administrator
Date 2017-10-16
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-16
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
PENSION ASSOCIATES RETIREMENT PLAN 2015 201657244 2016-10-17 PENSION ASSOCIATES RETIREMENT PLANNING LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN STREET, SUITE 230, STAMFORD, CT, 06902

Signature of
Role Plan administrator
Date 2016-10-17
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-17
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
PENSION ASSOCIATES RETIREMENT PLAN 2014 201657244 2015-10-15 PENSION ASSOCIATES RETIREMENT PLANNING LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN STREET, SUITE 230, STAMFORD, CT, 06902

Signature of
Role Plan administrator
Date 2015-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
THEODORE ANDERSON Agent 2001 WEST MAIN STREET STE 230, STAMFORD, CT, 06902, United States 2001 WEST MAIN STREET, STE 230, STAMFORD, CT, 06902, United States +1 203-904-5584 officeadmin@pensionassociates.com 25 MARY LANE, RIVERSIDE, CT, 06878, United States

Officer

Name Role Business address Residence address
THEODORE ANDERSEN Officer 2001 WEST MAIN STREET STE 230, STAMFORD, CT, 06902, United States 25 Mary Lane, Riverside, CT, 06878, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012318837 2024-02-20 No data Annual Report Annual Report No data
BF-0011160966 2023-05-17 No data Annual Report Annual Report No data
BF-0010392506 2022-03-28 No data Annual Report Annual Report 2022
0007156131 2021-02-15 No data Annual Report Annual Report 2021
0006770573 2020-02-21 No data Annual Report Annual Report 2020
0006436895 2019-03-09 No data Annual Report Annual Report 2019
0006436886 2019-03-09 No data Annual Report Annual Report 2018
0005985816 2017-12-14 No data Annual Report Annual Report 2017
0005663611 2016-10-03 No data Annual Report Annual Report 2016
0005391443 2015-09-03 No data Annual Report Annual Report 2014

Related by officers

THEODORE ANDERSON

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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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