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NEWBURY PARTNERS LLC

Company Details

Entity Name: NEWBURY PARTNERS LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 22 Jun 2006 (Companies founded in June 2006)
Business ALEI: 0850664
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 100 FIRST STAMFORD PLACE 2ND FLOOR ATTN GERRY ESPOSITO, STAMFORD, CT, 06902, United States
Mailing address: 100 FIRST STAMFORD PLACE 2E 2ND FLOOR ATTN GERRY ESPOSITO, STAMFORD, CT, United States, 06902
Mailing jurisdiction address: 100 FIRST STAMFORD PLACE 2E 2ND FLOOR ATTN GERRY ESPOSITO, STAMFORD, DE, 06902, United States
ZIP code: 06902 (Companies in Fairfield, 06902)
County: Fairfield
Place of Formation: DELAWARE
E-Mail: blanco@newbury-partners.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NEWBURY PARTNERS LLC 401(K) PLAN 2012 204662582 2013-06-04 NEWBURY PARTNERS LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 2034283600
Plan sponsor’s mailing address 100 FIRST STAMFORD PLACE, 2ND FLOOR, STAMFORD, CT, 06902
Plan sponsor’s address 100 FIRST STAMFORD PLACE, 2ND FLOOR, STAMFORD, CT, 06902

Plan administrator’s name and address

Administrator’s EIN 204662582
Plan administrator’s name NEWBURY PARTNERS LLC
Plan administrator’s address 100 FIRST STAMFORD PLACE, 2ND FLOOR, STAMFORD, CT, 06902
Administrator’s telephone number 2034283600

Number of participants as of the end of the plan year

Active participants 18
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 15
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2013-06-04
Name of individual signing GERRY ESPOSITO
Valid signature Filed with authorized/valid electronic signature
NEWBURY PARTNERS LLC 401(K) PLAN 2011 204662582 2012-06-13 NEWBURY PARTNERS LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 2034283600
Plan sponsor’s mailing address 100 FIRST STAMFORD PLACE, 2ND FLOOR, STAMFORD, CT, 06902
Plan sponsor’s address 100 FIRST STAMFORD PLACE, 2ND FLOOR, STAMFORD, CT, 06902

Plan administrator’s name and address

Administrator’s EIN 204662582
Plan administrator’s name NEWBURY PARTNERS LLC
Plan administrator’s address 100 FIRST STAMFORD PLACE, 2ND FLOOR, STAMFORD, CT, 06902
Administrator’s telephone number 2034283600

Number of participants as of the end of the plan year

Active participants 15
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 3
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 12
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2012-06-13
Name of individual signing GERRY ESPOSITO
Valid signature Filed with authorized/valid electronic signature
NEWBURY PARTNERS LLC 401(K) PLAN 2010 204662582 2011-05-20 NEWBURY PARTNERS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 2034283600
Plan sponsor’s mailing address 100 FIRST STAMFORD PLACE, 2ND FLOOR, STAMFORD, CT, 06902
Plan sponsor’s address 100 FIRST STAMFORD PLACE, 2ND FLOOR, STAMFORD, CT, 06902

Plan administrator’s name and address

Administrator’s EIN 204662582
Plan administrator’s name NEWBURY PARTNERS LLC
Plan administrator’s address 100 FIRST STAMFORD PLACE, 2ND FLOOR, STAMFORD, CT, 06902
Administrator’s telephone number 2034283600

Number of participants as of the end of the plan year

Active participants 14
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 14
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2011-05-20
Name of individual signing GERRY ESPOSITO
Valid signature Filed with authorized/valid electronic signature
NEWBURY PARTNERS LLC 401(K) PLAN 2009 204662582 2010-06-14 NEWBURY PARTNERS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 2034283600
Plan sponsor’s mailing address 100 FIRST STAMFORD PLACE, 2ND FLOOR, STAMFORD, CT, 06902
Plan sponsor’s address 100 FIRST STAMFORD PLACE, 2ND FLOOR, STAMFORD, CT, 06902

Plan administrator’s name and address

Administrator’s EIN 204662582
Plan administrator’s name NEWBURY PARTNERS LLC
Plan administrator’s address 100 FIRST STAMFORD PLACE, 2ND FLOOR, STAMFORD, CT, 06902
Administrator’s telephone number 2034283600

Number of participants as of the end of the plan year

Active participants 12
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 12
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2010-06-14
Name of individual signing GERRY ESPOSITO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
RICHARD LICHTER Agent 100 FIRST STAMFORD PLACE, 2ND FLOOR, STAMFORD, CT, 06902, United States 100 FIRST STAMFORD PLACE, ATTN: GERRY ESPOSITO, 2ND FLOOR, STAMFORD, CT, 06902, United States +1 203-219-8675 esposito@newbury-partners.com FLORIDA, 9001 COLLINS AVENUE #809, 9001 COLLINS AVENUE #809, SURFSIDE, CT, 33154, United States

Officer

Name Role Business address Phone E-Mail Residence address
RICHARD LICHTER Officer 100 FIRST STAMFORD PLACE, 2ND FLOOR, STAMFORD, CT, 06902, United States +1 203-219-8675 esposito@newbury-partners.com FLORIDA, 9001 COLLINS AVENUE #809, 9001 COLLINS AVENUE #809, SURFSIDE, CT, 33154, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012144365 2024-02-01 No data Annual Report Annual Report No data
BF-0011411139 2023-01-24 No data Annual Report Annual Report No data
BF-0010332565 2022-03-02 No data Annual Report Annual Report 2022
0007109388 2021-02-02 No data Annual Report Annual Report 2021
0006768983 2020-02-21 No data Annual Report Annual Report 2020
0006405555 2019-02-25 No data Annual Report Annual Report 2019
0006044012 2018-01-30 No data Annual Report Annual Report 2017
0006043960 2018-01-30 No data Annual Report Annual Report 2015
0006044045 2018-01-30 No data Annual Report Annual Report 2018
0006043982 2018-01-30 No data Annual Report Annual Report 2016

Date of last update: 18 Nov 2024

Sources: Connecticut's Official State Website