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CARBRAY STAUNTON FINANCIAL PARTNERS, LLC

Company Details

Entity Name: CARBRAY STAUNTON FINANCIAL PARTNERS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 13 Jul 2006 (Companies founded in July 2006)
Business ALEI: 0866207
Annual report due: 31 Mar 2025
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 60 AVON MEADOW LN, AVON, CT, 06001, United States
Mailing address: 60 AVON MEADOW LN, AVON, CT, United States, 06001
ZIP code: 06001 (Companies in Hartford, 06001)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: MATT@RIDGELINEFP.COM

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CARBRAY STAUNTON FINANCIAL PARTNERS 401(K) PLAN 2023 205517357 2024-09-30 CARBRAY STAUNTON FINANCIAL PARTNERS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8607736750
Plan sponsor’s address 60 AVON MEADOW LANE, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2024-09-30
Name of individual signing MATTHEW CARBRAY
Valid signature Filed with authorized/valid electronic signature
CARBRAY STAUNTON FINANCIAL PARTNERS 401(K) PLAN 2022 205517357 2023-07-07 CARBRAY STAUNTON FINANCIAL PARTNERS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8607736750
Plan sponsor’s address 60 AVON MEADOW LANE, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2023-07-07
Name of individual signing MATTHEW CARBRAY
Valid signature Filed with authorized/valid electronic signature
CARBRAY STAUNTON FINANCIAL PARTNERS 401(K) PLAN 2021 205517357 2022-07-25 CARBRAY STAUNTON FINANCIAL PARTNERS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8607736750
Plan sponsor’s address 60 AVON MEADOW LANE, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2022-07-25
Name of individual signing MATTHEW CARBRAY
Valid signature Filed with authorized/valid electronic signature
CARBRAY STAUNTON FINANCIAL PARTNERS 401(K) PLAN 2020 205517357 2021-02-22 CARBRAY STAUNTON FINANCIAL PARTNERS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8607736750
Plan sponsor’s address 60 AVON MEADOW LANE, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2021-02-22
Name of individual signing MATTHEW CARBRAY
Valid signature Filed with authorized/valid electronic signature
CARBRAY STAUNTON FINANCIAL PARTNERS 401(K) PLAN 2019 205517357 2020-04-29 CARBRAY STAUNTON FINANCIAL PARTNERS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8607736750
Plan sponsor’s address 60 AVON MEADOW LANE, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2020-04-29
Name of individual signing MATTHEW CARBRAY
Valid signature Filed with authorized/valid electronic signature
CARBRAY STAUNTON FINANCIAL PARTNERS 401(K) PLAN 2018 205517357 2019-01-16 CARBRAY STAUNTON FINANCIAL PARTNERS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8607736750
Plan sponsor’s address 60 AVON MEADOW LANE, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2019-01-16
Name of individual signing MATTHEW CARBRAY
Valid signature Filed with authorized/valid electronic signature
CARBRAY STAUNTON FINANCIAL PARTNERS 401(K) PLAN 2017 205517357 2018-10-09 CARBRAY STAUNTON FINANCIAL PARTNERS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8607736750
Plan sponsor’s address 60 AVON MEADOW LANE, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2018-10-09
Name of individual signing MATTHEW CARBRAY
Valid signature Filed with authorized/valid electronic signature
CARBRAY STAUNTON FINANCIAL PARTNERS 401(K) PLAN 2016 205517357 2017-10-11 CARBRAY STAUNTON FINANCIAL PARTNERS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8607736750
Plan sponsor’s address 60 AVON MEADOW LANE, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2017-10-11
Name of individual signing MATTHEW CARBRAY
Valid signature Filed with authorized/valid electronic signature
CARBRAY STAUNTON FINANCIAL PARTNERS 401(K) PLAN 2015 205517357 2016-10-06 CARBRAY STAUNTON FINANCIAL PARTNERS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8607736750
Plan sponsor’s address 60 AVON MEADOW LANE, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2016-10-06
Name of individual signing MATTHEW CARBRAY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Matthew Carbray Agent 60 AVON MEADOW LN, AVON, CT, 06001, United States 60 AVON MEADOW LN, AVON, CT, 06001, United States +1 860-221-5810 matt@ridgelinefp.com 23 Founders Way, Avon, CT, 06001, United States

Officer

Name Role Business address Residence address
MATTHEW R. CARBRAY Officer 60 AVON MEADOW LN, AVON, CT, 06001, United States 60 AVON MEADOW LN, AVON, CT, 06001, United States

History

Type Old value New value Date of change
Name change WENTWORTH CARBRAY STAUNTON FINANCIAL PARTNERS, LLC CARBRAY STAUNTON FINANCIAL PARTNERS, LLC 2009-05-04

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012105136 2024-01-13 No data Annual Report Annual Report No data
BF-0011415375 2023-01-26 No data Annual Report Annual Report No data
BF-0010250511 2022-02-28 No data Annual Report Annual Report 2022
0007105447 2021-02-02 No data Annual Report Annual Report 2021
0006768589 2020-02-21 No data Annual Report Annual Report 2020
0006441439 2019-03-11 No data Annual Report Annual Report 2019
0006009552 2018-01-16 No data Annual Report Annual Report 2018
0005927827 2017-09-18 No data Annual Report Annual Report 2017
0005620956 2016-08-04 No data Annual Report Annual Report 2016
0005437775 2015-11-30 No data Annual Report Annual Report 2015

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website