| Entity Name: | JEFFREY N MEHLER, CFP LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 11 Jan 2005 |
| Business ALEI: | 0807488 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 147 WESTBROOK ROAD, ESSEX, CT, 06426, United States |
| Mailing address: | 147 WESTBROOK ROAD, ESSEX, CT, United States, 06426 |
| ZIP code: | 06426 |
| County: | Middlesex |
| Place of Formation: | CONNECTICUT |
| E-Mail: | jeff@jnmehler.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY N. MEHLER, CFP LLC 401K PLAN | 2023 | 202112135 | 2024-09-27 | JEFFREY N. MEHLER, CFP LLC | 6 | |||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-09-27 |
| Name of individual signing | JEFFREY MEHLER |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-09-27 |
| Name of individual signing | JEFFREY MEHLER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8607679700 |
| Plan sponsor’s address | 147 WESTBROOK ROAD, ESSEX, CT, 06426 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8607679700 |
| Plan sponsor’s address | 147 WESTBROOK ROAD, ESSEX, CT, 06426 |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| JEFFREY N. MEHLER | Agent | 147 WESTBROOK ROAD, ESSEX, CT, 06426, United States | 147 WESTBROOK ROAD, ESSEX, CT, 06426, United States | +1 860-227-0400 | jeff@jnmehler.com | 7 HAWTHORNE RD, OLD LYME, CT, 06371, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| JEFFREY N. MEHLER | Officer | 147 WESTBROOK ROAD, ESSEX, CT, 06426, United States | +1 860-227-0400 | jeff@jnmehler.com | 7 HAWTHORNE RD, OLD LYME, CT, 06371, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012064714 | 2024-02-15 | No data | Annual Report | Annual Report | No data |
| BF-0011167257 | 2023-02-14 | No data | Annual Report | Annual Report | No data |
| BF-0010200357 | 2022-02-18 | No data | Annual Report | Annual Report | 2022 |
| 0007301508 | 2021-04-17 | No data | Annual Report | Annual Report | 2019 |
| 0007301511 | 2021-04-17 | No data | Annual Report | Annual Report | 2021 |
| 0007301510 | 2021-04-17 | No data | Annual Report | Annual Report | 2020 |
| 0006219882 | 2018-07-21 | No data | Annual Report | Annual Report | 2018 |
| 0006219881 | 2018-07-21 | No data | Annual Report | Annual Report | 2017 |
| 0005610374 | 2016-07-22 | No data | Annual Report | Annual Report | 2016 |
| 0005370971 | 2015-07-25 | No data | Annual Report | Annual Report | 2014 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
