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  5. DAVID MANDEL & ASSOCIATES, LLC

DAVID MANDEL & ASSOCIATES, LLC

Headquarter

Company Details

Entity Name: DAVID MANDEL & ASSOCIATES, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 18 Apr 2006
Business ALEI: 0856816
Annual report due: 31 Mar 2025
NAICS code: 611430 - Professional and Management Development Training
Business address: 39 HIGH STREET, CANTON, CT, 06019, United States
Mailing address: PO BOX 745, CANTON, CT, United States, 06019
ZIP code: 06019
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: accounts@safeandtogetherinstitute.com

Links between entities

Type Company Name Company Number State
Headquarter of DAVID MANDEL & ASSOCIATES, LLC, COLORADO 20101550764 COLORADO
Headquarter of DAVID MANDEL & ASSOCIATES, LLC, FLORIDA M08000003660 FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DAVID MANDEL & ASSOCIATES, LLC 401(K) PLAN 2023 204716590 2024-09-25 DAVID MANDEL & ASSOCIATES, LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-10-01
Business code 541600
Sponsor’s telephone number 4846342429
Plan sponsor’s address P O BOX 745, 39 HIGH STREET, CANTON, CT, 06019

Signature of
Role Plan administrator
Date 2024-09-25
Name of individual signing MARIA THORPE
Valid signature Filed with authorized/valid electronic signature
DAVID MANDEL & ASSOCIATES, LLC 401(K) PLAN 2022 204716590 2023-06-12 DAVID MANDEL & ASSOCIATES, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-10-01
Business code 541600
Sponsor’s telephone number 8603190966
Plan sponsor’s address P O BOX 745, 39 HIGH STREET, CANTON, CT, 06019

Signature of
Role Plan administrator
Date 2023-06-12
Name of individual signing DAVID MANDEL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-12
Name of individual signing DAVID MANDEL
Valid signature Filed with authorized/valid electronic signature
DAVID MANDEL & ASSOCIATES, LLC 401(K) PLAN 2021 204716590 2022-05-19 DAVID MANDEL & ASSOCIATES, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-10-01
Business code 541600
Sponsor’s telephone number 8603190966
Plan sponsor’s address P O BOX 745, 39 HIGH STREET, CANTON, CT, 06019

Signature of
Role Plan administrator
Date 2022-05-19
Name of individual signing KAY STEVENSON
Valid signature Filed with authorized/valid electronic signature
DAVID MANDEL & ASSOCIATES, LLC 401(K) PLAN 2020 204716590 2021-05-11 DAVID MANDEL & ASSOCIATES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-10-01
Business code 541600
Sponsor’s telephone number 8603190966
Plan sponsor’s address P O BOX 745, 39 HIGH STREET, CANTON, CT, 06019

Signature of
Role Plan administrator
Date 2021-05-11
Name of individual signing KAY STEVENSON
Valid signature Filed with authorized/valid electronic signature
DAVID MANDEL & ASSOCIATES, LLC 401(K) PLAN 2019 204716590 2020-05-01 DAVID MANDEL & ASSOCIATES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-10-01
Business code 541600
Sponsor’s telephone number 8603190966
Plan sponsor’s address P O BOX 745, 39 HIGH STREET, CANTON, CT, 06019

Signature of
Role Plan administrator
Date 2020-05-01
Name of individual signing KAY STEVENSON
Valid signature Filed with authorized/valid electronic signature
DAVID MANDEL & ASSOCIATES, LLC 401(K) PLAN 2018 204716590 2019-06-07 DAVID MANDEL & ASSOCIATES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-10-01
Business code 541600
Sponsor’s telephone number 8603190966
Plan sponsor’s address P O BOX 745, 39 HIGH STREET, CANTON, CT, 06019

Signature of
Role Plan administrator
Date 2019-06-07
Name of individual signing KAY STEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-06-07
Name of individual signing KAY STEVENSON
Valid signature Filed with authorized/valid electronic signature
DAVID MANDEL & ASSOCIATES, LLC 401(K) PLAN 2017 204716590 2018-07-10 DAVID MANDEL & ASSOCIATES, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-10-01
Business code 541600
Sponsor’s telephone number 8603190966
Plan sponsor’s address 127 BAHRE CORNER ROAD, P O BOX 745, CANTON, CT, 06019

Signature of
Role Plan administrator
Date 2018-07-10
Name of individual signing KAY STEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-10
Name of individual signing KAY STEVENSON
Valid signature Filed with authorized/valid electronic signature
DAVID MANDEL & ASSOCIATES, LLC 401(K) PLAN 2016 204716590 2017-09-15 DAVID MANDEL & ASSOCIATES, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-10-01
Business code 541600
Sponsor’s telephone number 8603190966
Plan sponsor’s address 127 BAHRE CORNER ROAD, CANTON, CT, 06019

Signature of
Role Plan administrator
Date 2017-09-15
Name of individual signing KAY STEVENSON
Valid signature Filed with authorized/valid electronic signature
DAVID MANDEL & ASSOCIATES, LLC 401(K) 2015 204716590 2016-06-01 DAVID MANDEL & ASSOCIATES, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-10-01
Business code 541600
Sponsor’s telephone number 8606276171
Plan sponsor’s address 127 BAHRE CORNER RD, CANTON, CT, 06019
DAVID MANDEL & ASSOCIATES, LLC 401(K) 2014 204716590 2015-05-14 DAVID MANDEL & ASSOCIATES, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-10-01
Business code 812990
Sponsor’s telephone number 8606276171
Plan sponsor’s address 127 BAHRE CORNER RD, CANTON, CT, 06019

Signature of
Role Plan administrator
Date 2015-05-14
Name of individual signing DAVID MANDEL
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
MCR&P SERVICE CORPORATION Agent

Officer

Name Role Business address Residence address
DAVID MANDEL Officer 39 HIGH STREET, CANTON, CT, 06019, United States 19 OAK STREET, NEW CANAAN, CT, 06840, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012101478 2024-01-29 No data Annual Report Annual Report No data
BF-0011415607 2023-01-18 No data Annual Report Annual Report No data
BF-0010399147 2022-03-06 No data Annual Report Annual Report 2022
BF-0010418780 2022-01-10 2022-01-10 Change of Email Address Business Email Address Change No data
BF-0010105415 2021-08-23 No data Annual Report Annual Report No data
0006769783 2020-02-21 No data Annual Report Annual Report 2020
0006492335 2019-03-26 No data Annual Report Annual Report 2019
0006222775 2018-07-26 2018-07-26 Interim Notice Interim Notice No data
0006009520 2018-01-16 No data Annual Report Annual Report 2018
0005877182 2017-06-29 No data Annual Report Annual Report 2017

Related by officers

DAVID MANDEL

71 PINE ST. CLEANERS, INC. THE NON-VIOLENCE ALLIANCE INTERNATIONAL, INC.

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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