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JUDITH HEFT & ASSOCIATES, LLC

Company Details

Entity Name: JUDITH HEFT & ASSOCIATES, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 07 Mar 2005
Business ALEI: 0813775
Annual report due: 31 Mar 2025
NAICS code: 522320 - Financial Transactions Processing, Reserve, and Clearinghouse Activities
Business address: 1111 SUMMER ST, STAMFORD, CT, 06905, United States
Mailing address: 1111 SUMMER ST, STAMFORD, CT, United States, 06905
ZIP code: 06905
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: admin@judithheft.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JUDITH HEFT & ASSOCIATES RETIREMENT TRUST 2023 383717599 2024-07-17 JUDITH HEFT & ASSOCIATES 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-06-01
Business code 541600
Sponsor’s telephone number 2039781858
Plan sponsor’s address 1111 SUMMER ST, FLOOR 6, STAMFORD, CT, 06905

Signature of

Role Plan administrator
Date 2024-07-17
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
JUDITH HEFT & ASSOCIATES RETIREMENT TRUST 2022 383717599 2023-07-13 JUDITH HEFT & ASSOCIATES 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-06-01
Business code 541600
Sponsor’s telephone number 2039781858
Plan sponsor’s address 1111 SUMMER ST, FLOOR 6, STAMFORD, CT, 06905

Signature of

Role Plan administrator
Date 2023-07-13
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
JUDITH HEFT Officer 1111 SUMMER ST, STAMFORD, CT, 06905, United States 2289 Bedford St, A11, Stamford, CT, 06905-3918, United States

Agent

Name Role
C T CORPORATION SYSTEM Agent

History

Type Old value New value Date of change
Name change JUDI BORDERUD, PERSONAL FINANCIAL ORGANIZER, LLC JUDITH HEFT & ASSOCIATES, LLC 2006-10-26

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012777103 2024-09-27 2024-09-27 Change of Agent Agent Change No data
BF-0012132907 2024-08-09 No data Annual Report Annual Report No data
BF-0011170397 2024-03-12 No data Annual Report Annual Report No data
BF-0010208084 2022-03-10 No data Annual Report Annual Report 2022
0007111740 2021-02-02 No data Annual Report Annual Report 2021
0006831034 2020-03-13 No data Annual Report Annual Report 2015
0006831026 2020-03-13 No data Annual Report Annual Report 2014
0006831049 2020-03-13 No data Annual Report Annual Report 2017
0006831067 2020-03-13 No data Annual Report Annual Report 2020
0006831039 2020-03-13 No data Annual Report Annual Report 2016

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website