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  5. HATHAWAY FINANCIAL GROUP, LLC

HATHAWAY FINANCIAL GROUP, LLC

Company Details

Entity Name: HATHAWAY FINANCIAL GROUP, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 16 Aug 2005
Business ALEI: 0831190
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 68 LINWOOD AVE # 2, COLCHESTER, CT, 06415, United States
Mailing address: 68 LINWOOD AVE # 2, COLCHESTER, CT, United States, 06415
ZIP code: 06415
County: New London
Place of Formation: CONNECTICUT
E-Mail: cterranova@moneyconcepts.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HATHAWAY FINANCIAL GROUP 401(K) PLAN 2023 203363303 2024-04-30 HATHAWAY FINANCIAL GROUP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8605319148
Plan sponsor’s address 68 LINWOOD AVENUE, COLCHESTER, CT, 06415
HATHAWAY FINANCIAL GROUP 401(K) PLAN 2022 203363303 2023-05-04 HATHAWAY FINANCIAL GROUP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8605319148
Plan sponsor’s address 68 LINWOOD AVENUE, COLCHESTER, CT, 06415
HATHAWAY FINANCIAL GROUP 401(K) PLAN 2021 203363303 2022-07-14 HATHAWAY FINANCIAL GROUP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8605319148
Plan sponsor’s address 68 LINWOOD AVENUE, COLCHESTER, CT, 06415
HATHAWAY FINANCIAL GROUP 401(K) PLAN 2020 203363303 2021-02-23 HATHAWAY FINANCIAL GROUP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8605319148
Plan sponsor’s address 68 LINWOOD AVENUE, COLCHESTER, CT, 06415
HATHAWAY FINANCIAL GROUP 401(K) PLAN 2019 203363303 2020-02-12 HATHAWAY FINANCIAL GROUP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8605319148
Plan sponsor’s address 68 LINWOOD AVENUE, COLCHESTER, CT, 06415
HATHAWAY FINANCIAL GROUP 401(K) PLAN 2018 203363303 2019-02-21 HATHAWAY FINANCIAL GROUP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8605319148
Plan sponsor’s address 68 LINWOOD AVENUE, COLCHESTER, CT, 06415
HATHAWAY FINANCIAL GROUP 401(K) PLAN 2017 203363303 2018-01-18 HATHAWAY FINANCIAL GROUP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8605319148
Plan sponsor’s address 68 LINWOOD AVENUE, COLCHESTER, CT, 06415
HATHAWAY FINANCIAL GROUP 401(K) PLAN 2016 203363303 2017-02-02 HATHAWAY FINANCIAL GROUP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8605319148
Plan sponsor’s address 68 LINWOOD AVENUE, COLCHESTER, CT, 06415
HATHAWAY FINANCIAL GROUP 401(K) PLAN 2015 203363303 2016-04-11 HATHAWAY FINANCIAL GROUP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8605319148
Plan sponsor’s address 68 LINWOOD AVENUE, COLCHESTER, CT, 06415

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JOHN E. HATHAWAY Agent 68 LINWOOD AVE # 2, COLCHESTER, CT, 06415, United States 68 LINWOOD AVE # 2, COLCHESTER, CT, 06415, United States +1 860-558-7274 cterranova@moneyconcepts.com 79 Brookstone Dr, Colchester, CT, 06415-2241, United States

Officer

Name Role Business address Phone E-Mail Residence address
JOHN E. HATHAWAY Officer 68 LINWOOD AVENUE, COLCHESTER, CT, 06415, United States +1 860-558-7274 cterranova@moneyconcepts.com 79 Brookstone Dr, Colchester, CT, 06415-2241, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012132236 2024-02-07 No data Annual Report Annual Report No data
BF-0011167551 2023-01-30 No data Annual Report Annual Report No data
BF-0010216841 2022-02-03 No data Annual Report Annual Report 2022
0007116334 2021-02-03 No data Annual Report Annual Report 2021
0006808267 2020-03-03 No data Annual Report Annual Report 2020
0006377108 2019-02-11 No data Annual Report Annual Report 2019
0006026561 2018-01-23 No data Annual Report Annual Report 2018
0005907542 2017-08-10 No data Annual Report Annual Report 2017
0005620206 2016-08-03 No data Annual Report Annual Report 2016
0005387343 2015-08-27 No data Annual Report Annual Report 2015

Related by officers

JOHN E. HATHAWAY

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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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