| Entity Name: | JUDITH HEFT & ASSOCIATES, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 07 Mar 2005 (Companies founded in March 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 (Companies in Fairfield, 06905) |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | admin@judithheft.com |
| 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 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-07-17 |
| Name of individual signing | PLAN SPONSOR |
| Valid signature | Filed with authorized/valid electronic signature |
| 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 |
| 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 |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Agent |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | JUDI BORDERUD, PERSONAL FINANCIAL ORGANIZER, LLC | JUDITH HEFT & ASSOCIATES, LLC | 2006-10-26 |
| 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: 04 Nov 2024
Sources: Connecticut's Official State Website
