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  5. GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC

GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC

Company Details

Entity Name: GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 23 May 2005
Business ALEI: 0822453
Annual report due: 31 Mar 2025
NAICS code: 525990 - Other Financial Vehicles
Business address: 340 Hebron Avenue, GLASTONBURY, CT, 06033, United States
Mailing address: 340 Hebron Avenue, GLASTONBURY, CT, United States, 06033
ZIP code: 06033
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: metheridge@gottfriedsomberg.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GSWM 401K PLAN 2023 204280157 2024-07-30 GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 8604309104
Plan sponsor’s address 340 HEBRON AVENUE, GLASTONBURY, CT, 06033
GSWM 401K PLAN 2022 204280157 2023-08-10 GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 8604309104
Plan sponsor’s address 340 HEBRON AVENUE, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2023-08-10
Name of individual signing MATTHEW SOMBERG
Valid signature Filed with authorized/valid electronic signature
GSWM 401K PLAN 2021 204280157 2022-09-22 GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 8604309104
Plan sponsor’s address 340 HEBRON AVENUE, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2022-09-22
Name of individual signing MATTHEW SOMBERG
Valid signature Filed with authorized/valid electronic signature
GSWM 401K PLAN 2020 204280157 2021-08-03 GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 8604309104
Plan sponsor’s address P.O. BOX 776, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2021-08-03
Name of individual signing MATTHEW SOMBERG
Valid signature Filed with authorized/valid electronic signature
GSWM 401K PLAN 2019 204280157 2020-07-23 GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 8604309104
Plan sponsor’s address P.O. BOX 776, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2020-07-23
Name of individual signing MATTHEW SOMBERG
Valid signature Filed with authorized/valid electronic signature
GSWM 401K PLAN 2018 204280157 2019-09-04 GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 8604309104
Plan sponsor’s address 340 HEBRON AVENUE, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2019-09-04
Name of individual signing MATTHEW SOMBERG
Valid signature Filed with authorized/valid electronic signature
GSWM 401K PLAN 2017 204280157 2018-06-12 GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 8604309104
Plan sponsor’s address 340 HEBRON AVENUE, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2018-06-12
Name of individual signing MATTHEW SOMBERG
Valid signature Filed with authorized/valid electronic signature
GSWM 401K PLAN 2016 204280157 2017-09-26 GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 8604309104
Plan sponsor’s address 340 HEBRON AVE, GLASTONBURY, CT, 06033
GSWM 401K PLAN 2015 204280157 2016-09-23 GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 8604309104
Plan sponsor’s address 340 HEBRON AVE, GLASTONBURY, CT, 06033
GSWM 401K PLAN 2014 204280157 2015-04-10 GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524210
Sponsor’s telephone number 8604309104
Plan sponsor’s address 340 HEBRON AVE, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2015-04-10
Name of individual signing MATTHEW A. SOMBERG
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JOSHUA B GOTTFRIED Agent 340 Hebron Avenue, GLASTONBURY, CT, 06033, United States 340 Hebron Avenue, GLASTONBURY, CT, 06033, United States +1 860-430-9104 lhurley@gottfriedsomberg.com 239 Terry Road, HARTFORD, CT, 06105, United States

Officer

Name Role Business address Phone E-Mail Residence address
MATTHEW A SOMBERG Officer 340 Hebron Avenue, GLASTONBURY, CT, 06033, United States No data No data 48 PADDOCK LANE, SOUTH GLASTONBUY, CT, 06073, United States
JOSHUA B GOTTFRIED Officer 340 Hebron Avenue, GLASTONBURY, CT, 06033, United States +1 860-430-9104 lhurley@gottfriedsomberg.com 239 Terry Road, HARTFORD, CT, 06105, United States

History

Type Old value New value Date of change
Name change LEVINE, GOTTFRIED & SOMBERG, LLC GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC 2011-12-30

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012131172 2024-03-07 No data Annual Report Annual Report No data
BF-0011173582 2023-03-15 No data Annual Report Annual Report No data
BF-0010208106 2022-03-21 No data Annual Report Annual Report 2022
0007247633 2021-03-22 No data Annual Report Annual Report 2021
0006840967 2020-03-19 No data Annual Report Annual Report 2020
0006497517 2019-03-26 No data Annual Report Annual Report 2019
0006095617 2018-02-26 No data Annual Report Annual Report 2018
0005977084 2017-12-01 No data Annual Report Annual Report 2017
0005601221 2016-07-13 No data Annual Report Annual Report 2016
0005411861 2015-10-14 No data Annual Report Annual Report 2015

Related by officers

JOSHUA B GOTTFRIED

340 HEBRON AVENUE, LLC

MATTHEW A SOMBERG

340 HEBRON AVENUE, LLC

Related by address

340 Hebron Avenue, GLASTONBURY, CT, 06033, United States

MATTHEW SOMBERG, LLC 340 HEBRON AVENUE, LLC JBG CFP, LLC TEACHER RETIREMENT PLANNING SERVICES, LLC

340 Hebron Avenue, GLASTONBURY, CT, United States, 06033

MATTHEW SOMBERG, LLC 340 HEBRON AVENUE, LLC JBG CFP, LLC TEACHER RETIREMENT PLANNING SERVICES, LLC

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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