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EGIDIO FINANCIAL, INC

Company Details

Entity Name: EGIDIO FINANCIAL, INC
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 14 May 2007 (Companies founded in May 2007)
Business ALEI: 0899348
Annual report due: 14 May 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 20 REALTY DRIVE, CHESHIRE, CT, 06410, United States
Mailing address: 20 REALTY DRIVE, CHESHIRE, CT, United States, 06410
ZIP code: 06410 (Companies in New Haven, 06410)
County: New Haven
Place of Formation: CONNECTICUT
Total authorized shares: 1000
E-Mail: brittany@egidiolennon.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EGIDIO FINANCIAL, INC. CASH BALANCE PLAN 2023 260284128 2024-06-04 EGIDIO FINANCIAL, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8605383050
Plan sponsor’s address 20 REALTY DRIVE, CHESHIRE, CT, 06410

Signature of
Role Plan administrator
Date 2024-06-04
Name of individual signing MARK EGIDIO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-04
Name of individual signing MARK EGIDIO
Valid signature Filed with authorized/valid electronic signature
EGIDIO FINANCIAL INC. 401(K) PS PLAN 2023 260284128 2024-06-14 EGIDIO FINANCIAL INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8605383050
Plan sponsor’s address 129 SAMSON ROCK DRIVE UNIT B, MADISON, CT, 06443

Signature of
Role Plan administrator
Date 2024-06-13
Name of individual signing MARK EGIDIO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-13
Name of individual signing MARK EGIDIO
Valid signature Filed with authorized/valid electronic signature
EGIDIO FINANCIAL INC. 401(K) PS PLAN 2022 260284128 2023-06-08 EGIDIO FINANCIAL INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8605383050
Plan sponsor’s address 129 SAMSON ROCK DRIVE UNIT B, MADISON, CT, 06443

Signature of
Role Plan administrator
Date 2023-06-06
Name of individual signing MARK EGIDIO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-06
Name of individual signing MARK EGIDIO
Valid signature Filed with authorized/valid electronic signature
EGIDIO FINANCIAL, INC. CASH BALANCE PLAN 2022 260284128 2023-10-12 EGIDIO FINANCIAL, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 8605383050
Plan sponsor’s address 20 REALTY DRIVE, CHESHIRE, CT, 06410

Signature of
Role Plan administrator
Date 2023-10-12
Name of individual signing MARK EGIDIO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-12
Name of individual signing MARK EGIDIO
Valid signature Filed with authorized/valid electronic signature
EGIDIO FINANCIAL INC. 401(K) PS PLAN 2021 260284128 2022-04-20 EGIDIO FINANCIAL INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8605383050
Plan sponsor’s address 129 SAMSON ROCK DRIVE UNIT B, MADISON, CT, 06443

Signature of
Role Plan administrator
Date 2022-04-20
Name of individual signing MARK EGIDIO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-04-20
Name of individual signing MARK EGIDIO
Valid signature Filed with authorized/valid electronic signature
EGIDIO FINANCIAL INC. 401(K) PS PLAN 2020 260284128 2021-05-10 EGIDIO FINANCIAL INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 8605383050
Plan sponsor’s address 129 SAMSON ROCK DRIVE UNIT B, MADISON, CT, 06443

Signature of
Role Plan administrator
Date 2021-05-10
Name of individual signing MARK EGIDIO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-10
Name of individual signing MARK EGIDIO
Valid signature Filed with authorized/valid electronic signature
EGIDIO FINANCIAL INC. 401(K) PS PLAN 2019 260284128 2020-09-14 EGIDIO FINANCIAL INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2034212121
Plan sponsor’s address 129 SAMSON ROCK DRIVE UNIT B, MADISON, CT, 06443

Signature of
Role Plan administrator
Date 2020-09-14
Name of individual signing MARK J EGIDIO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-14
Name of individual signing MARK J EGIDIO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
MARK J. EGIDIO Agent 20 REALTY DRIVE, CHESHIRE, CT, 06410, United States 20 REALTY DRIVE, CHESHIRE, CT, 06410, United States +1 860-538-3050 mark@egidiolennon.com 80 River Edge Farms Rd, Madison, CT, 06443-2756, United States

Officer

Name Role Business address Phone E-Mail Residence address
MARK J. EGIDIO Officer 20 REALTY DRIVE, CHESHIRE, CT, 06410, United States +1 860-538-3050 mark@egidiolennon.com 80 River Edge Farms Rd, Madison, CT, 06443-2756, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012149544 2024-04-14 No data Annual Report Annual Report No data
BF-0011421915 2023-05-15 No data Annual Report Annual Report No data
BF-0008598794 2023-03-15 No data Annual Report Annual Report 2020
BF-0009854045 2023-03-15 No data Annual Report Annual Report No data
BF-0010874763 2023-03-15 No data Annual Report Annual Report No data
0006528064 2019-04-09 No data Annual Report Annual Report 2019
0006178602 2018-05-07 No data Annual Report Annual Report 2018
0005839665 2017-05-09 No data Annual Report Annual Report 2017
0005567019 2016-05-18 No data Annual Report Annual Report 2015
0005567049 2016-05-18 No data Annual Report Annual Report 2016

Related by officers

MARK J. EGIDIO

MJE PROPERTIES, INC. EGIDIO, COLON & BRENNER FINANCIAL SERVICES, LLC

Related by address

20 REALTY DRIVE, CHESHIRE, CT, 06410, United States

MJE PROPERTIES, INC. Egidio Lennon Wealth Management, LLC LENNON FINANCIAL, LLC ESPADA FINANCIAL GROUP LLC

20 REALTY DRIVE, CHESHIRE, CT, United States, 06410

MJE PROPERTIES, INC. Egidio Lennon Wealth Management, LLC LENNON FINANCIAL, LLC ESPADA FINANCIAL GROUP LLC

Date of last update: 18 Nov 2024

Sources: Connecticut's Official State Website

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