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WHZ Strategic Wealth, LLC

Company Details

Entity Name: WHZ Strategic Wealth, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 30 Aug 2006 (Companies founded in August 2006)
Business ALEI: 0871200
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 697 POMFRET STREET, POMFRET CENTER, CT, 06259, United States
Mailing address: 697 POMFRET STREET, POMFRET CENTER, CT, United States, 06259
ZIP code: 06259 (Companies in Windham, 06259)
County: Windham
Place of Formation: CONNECTICUT
E-Mail: lhale@whzwealth.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEISS, HALE & ZAHANSKY 401(K) P/S PLAN 2023 205462624 2024-07-09 WHZ STRATEGIC WEALTH, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 8609282341
Plan sponsor’s address 697 POMFRET STREET, POMFRET CENTER, CT, 06259

Signature of
Role Plan administrator
Date 2024-07-09
Name of individual signing LAURENCE HALE
Valid signature Filed with authorized/valid electronic signature
WEISS, HALE & ZAHANSKY 401(K) P/S PLAN 2022 205462624 2023-09-23 W & H FINANCIAL, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 8609282341
Plan sponsor’s address 697 POMFRET STREET, POMFRET CENTER, CT, 06259

Plan administrator’s name and address
Administrator’s EIN 205462624
Plan administrator’s name W & H FINANCIAL, LLC
Plan administrator’s address 697 POMFRET STREET, POMFRET CENTER, CT, 06259
Administrator’s telephone number 8609282341

Signature of
Role Plan administrator
Date 2023-09-23
Name of individual signing LAURENCE HALE
Valid signature Filed with authorized/valid electronic signature
WEISS, HALE & ZAHANSKY 401(K) P/S PLAN 2021 205462624 2022-05-09 W & H FINANCIAL, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 8609282341
Plan sponsor’s address 697 POMFRET STREET, POMFRET CENTER, CT, 06259

Plan administrator’s name and address
Administrator’s EIN 205462624
Plan administrator’s name W & H FINANCIAL, LLC
Plan administrator’s address 697 POMFRET STREET, POMFRET CENTER, CT, 06259
Administrator’s telephone number 8609282341

Signature of
Role Plan administrator
Date 2022-05-09
Name of individual signing LAURENCE HALE
Valid signature Filed with authorized/valid electronic signature
WEISS, HALE & ZAHANSKY 401(K) P/S PLAN 2020 205462624 2021-05-25 W & H FINANCIAL, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 8609282341
Plan sponsor’s address 697 POMFRET STREET, POMFRET CENTER, CT, 06259

Plan administrator’s name and address
Administrator’s EIN 205462624
Plan administrator’s name W & H FINANCIAL, LLC
Plan administrator’s address 697 POMFRET STREET, POMFRET CENTER, CT, 06259
Administrator’s telephone number 8609282341

Signature of
Role Plan administrator
Date 2021-05-25
Name of individual signing LAURENCE HALE
Valid signature Filed with authorized/valid electronic signature
WEISS, HALE & ZAHANSKY 401(K) P/S PLAN 2019 205462624 2020-06-05 W & H FINANCIAL, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 8609282341
Plan sponsor’s address 697 POMFRET STREET, POMFRET CENTER, CT, 06259

Plan administrator’s name and address
Administrator’s EIN 205462624
Plan administrator’s name W & H FINANCIAL, LLC
Plan administrator’s address 697 POMFRET STREET, POMFRET CENTER, CT, 06259
Administrator’s telephone number 8609282341

Signature of
Role Plan administrator
Date 2020-06-05
Name of individual signing LAURENCE HALE
Valid signature Filed with authorized/valid electronic signature
WEISS, HALE & ZAHANSKY 401(K) P/S PLAN 2018 205462624 2019-05-21 W & H FINANCIAL, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 8609282341
Plan sponsor’s address 697 POMFRET STREET, POMFRET CENTER, CT, 06259

Plan administrator’s name and address
Administrator’s EIN 205462624
Plan administrator’s name W & H FINANCIAL, LLC
Plan administrator’s address 697 POMFRET STREET, POMFRET CENTER, CT, 06259
Administrator’s telephone number 8609282341

Signature of
Role Plan administrator
Date 2019-05-21
Name of individual signing LAURENCE HALE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
WILLIAM H. ST. ONGE ESQ. Agent 50 ROUTE 171, WOODSTOCK, CT, 06281, United States 50 ROUTE 171, WOODSTOCK, CT, 06281, United States +1 860-377-7258 lhale@whzwealth.com 147 LIERTY HWY, PUTNAM, CT, 06260, United States

Officer

Name Role Business address Residence address
JAMES A. ZAHANSKY Officer 697 POMFRET STREET, POMFRET CENTER, CT, 06259, United States 65 Hamlet Hill Road, POMFRET CENTER, CT, 06259, United States
LAURENCE N. HALE Officer 697 POMFRET STREET, POMFRET CENTER, CT, 06259, United States 739 POMFRET STREET, POMFRET CENTER, CT, 06259, United States

History

Type Old value New value Date of change
Name change W & H FINANCIAL, LLC WHZ Strategic Wealth, LLC 2023-06-06

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012101119 2024-01-25 No data Annual Report Annual Report No data
BF-0011835576 2023-06-06 2023-06-06 Name Change Amendment Certificate of Amendment No data
BF-0011410255 2023-01-25 No data Annual Report Annual Report No data
BF-0010227052 2022-03-02 No data Annual Report Annual Report 2022
0007092943 2021-02-01 No data Annual Report Annual Report 2021
0006768757 2020-02-21 No data Annual Report Annual Report 2020
0006414321 2019-02-27 No data Annual Report Annual Report 2019
0006095053 2018-02-26 No data Annual Report Annual Report 2018
0005899863 2017-08-01 No data Annual Report Annual Report 2017
0005638170 2016-08-27 No data Annual Report Annual Report 2016

Related by officers

WILLIAM H. ST. ONGE ESQ.

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LAURENCE N. HALE

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Related by address

697 POMFRET STREET, POMFRET CENTER, CT, 06259, United States

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697 POMFRET STREET, POMFRET CENTER, CT, United States, 06259

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Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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