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BENCHMARK WEALTH MANAGEMENT, LLC

Company Details

Entity Name: BENCHMARK WEALTH MANAGEMENT, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 24 May 2007
Business ALEI: 0900579
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 83 HALLS ROAD, STE. 201, OLD LYME, CT, 06371, United States
Mailing address: PO BOX 525 83 HALLS ROAD, SUITE 201, OLD LYME, CT, United States, 06371
ZIP code: 06371
County: New London
Place of Formation: CONNECTICUT
E-Mail: richard.stout@bwmllc.net

Central Index Key

CIK number Mailing Address Business Address Phone
1788241 83 HALLS ROAD, SUITE 201, P.O. BOX 525, OLD LYME, CT, 06371 83 HALLS ROAD, SUITE 201, P.O. BOX 525, OLD LYME, CT, 06371 860-434-6890

Filings since 2024-10-18

Form type 13F-HR
File number 028-19700
Filing date 2024-10-18
Reporting date 2024-09-30
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Filings since 2024-07-08

Form type 13F-HR
File number 028-19700
Filing date 2024-07-08
Reporting date 2024-06-30
File View File

Filings since 2024-07-02

Form type N-PX
File number 028-19700
Filing date 2024-07-02
Reporting date 2024-06-30
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Filings since 2024-04-08

Form type 13F-HR
File number 028-19700
Filing date 2024-04-08
Reporting date 2024-03-31
File View File

Filings since 2024-01-19

Form type 13F-HR
File number 028-19700
Filing date 2024-01-19
Reporting date 2023-12-31
File View File

Filings since 2023-10-16

Form type 13F-HR
File number 028-19700
Filing date 2023-10-16
Reporting date 2023-09-30
File View File

Filings since 2023-07-19

Form type 13F-HR
File number 028-19700
Filing date 2023-07-19
Reporting date 2023-06-30
File View File

Filings since 2023-04-17

Form type 13F-HR
File number 028-19700
Filing date 2023-04-17
Reporting date 2023-03-31
File View File

Filings since 2023-02-07

Form type 13F-HR
File number 028-19700
Filing date 2023-02-07
Reporting date 2022-12-31
File View File

Filings since 2022-10-13

Form type 13F-HR
File number 028-19700
Filing date 2022-10-13
Reporting date 2022-09-30
File View File

Filings since 2022-07-11

Form type 13F-HR
File number 028-19700
Filing date 2022-07-11
Reporting date 2022-06-30
File View File

Filings since 2022-04-14

Form type 13F-HR
File number 028-19700
Filing date 2022-04-14
Reporting date 2022-03-31
File View File

Filings since 2022-01-21

Form type 13F-HR
File number 028-19700
Filing date 2022-01-21
Reporting date 2021-12-31
File View File

Filings since 2021-10-12

Form type 13F-HR
File number 028-19700
Filing date 2021-10-12
Reporting date 2021-09-30
File View File

Filings since 2021-07-14

Form type 13F-HR
File number 028-19700
Filing date 2021-07-14
Reporting date 2021-06-30
File View File

Filings since 2021-04-15

Form type 13F-HR
File number 028-19700
Filing date 2021-04-15
Reporting date 2021-03-31
File View File

Filings since 2021-01-12

Form type 13F-HR
File number 028-19700
Filing date 2021-01-12
Reporting date 2020-12-31
File View File

Filings since 2020-11-05

Form type 13F-HR
File number 028-19700
Filing date 2020-11-05
Reporting date 2020-09-30
File View File

Filings since 2020-07-09

Form type 13F-HR
File number 028-19700
Filing date 2020-07-09
Reporting date 2020-06-30
File View File

Filings since 2020-04-22

Form type 13F-HR
File number 028-19700
Filing date 2020-04-22
Reporting date 2020-03-31
File View File

Filings since 2020-01-28

Form type 13F-HR
File number 028-19700
Filing date 2020-01-28
Reporting date 2019-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN 2023 640963896 2024-05-28 BENCHMARK WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 561110
Sponsor’s telephone number 8604346890
Plan sponsor’s address 83 HALLS ROAD, SUITE 201, OLD LYME, CT, 06371

Signature of

Role Plan administrator
Date 2024-05-28
Name of individual signing RICHARD W. STOUT III
Valid signature Filed with authorized/valid electronic signature
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 640963896 2023-08-29 BENCHMARK WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 561110
Sponsor’s telephone number 8604346890
Plan sponsor’s address 83 HALLS ROAD, SUITE 201, P. O. BOX 525, OLD LYME, CT, 06371

Signature of

Role Plan administrator
Date 2023-08-29
Name of individual signing RICHARD W. STOUT III
Valid signature Filed with authorized/valid electronic signature
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN 2021 640963896 2022-10-12 BENCHMARK WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 561110
Sponsor’s telephone number 8604346890
Plan sponsor’s address 83 HALLS ROAD, SUITE 201, P. O. BOX 525, OLD LYME, CT, 06371

Signature of

Role Plan administrator
Date 2022-10-12
Name of individual signing RICHARD W. STOUT III
Valid signature Filed with authorized/valid electronic signature
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN 2020 640963896 2021-05-07 BENCHMARK WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 561110
Sponsor’s telephone number 8604346890
Plan sponsor’s address 83 HALLS ROAD, SUITE 201, P. O. BOX 525, OLD LYME, CT, 06371

Signature of

Role Plan administrator
Date 2021-05-07
Name of individual signing RICHARD W. STOUT III
Valid signature Filed with authorized/valid electronic signature
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN 2019 640963896 2020-08-18 BENCHMARK WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 561110
Sponsor’s telephone number 8604346890
Plan sponsor’s address 83 HALLS ROAD, SUITE 201, P. O. BOX 525, OLD LYME, CT, 06371

Signature of

Role Plan administrator
Date 2020-08-18
Name of individual signing RICHARD W. STOUT III
Valid signature Filed with authorized/valid electronic signature
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN 2018 640963896 2019-05-17 BENCHMARK WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 561110
Sponsor’s telephone number 8604346890
Plan sponsor’s address 83 HALLS ROAD, SUITE 201, P. O. BOX 525, OLD LYME, CT, 06371

Signature of

Role Plan administrator
Date 2019-05-17
Name of individual signing RICHARD W. STOUT III
Valid signature Filed with authorized/valid electronic signature
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN 2017 640963896 2018-05-01 BENCHMARK WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 561110
Sponsor’s telephone number 8604346890
Plan sponsor’s address 83 HALLS ROAD, SUITE 201, P. O. BOX 525, OLD LYME, CT, 06371

Signature of

Role Plan administrator
Date 2018-05-01
Name of individual signing RICHARD W. STOUT III
Valid signature Filed with authorized/valid electronic signature
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN 2016 640963896 2017-06-26 BENCHMARK WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 561110
Sponsor’s telephone number 8604346890
Plan sponsor’s address 83 HALLS ROAD, SUITE 201, P. O. BOX 525, OLD LYME, CT, 06371

Signature of

Role Plan administrator
Date 2017-06-26
Name of individual signing RICHARD W. STOUT III
Valid signature Filed with authorized/valid electronic signature
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN 2015 640963896 2016-09-28 BENCHMARK WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 561110
Sponsor’s telephone number 8604346890
Plan sponsor’s address 83 HALLS ROAD, SUITE 201, PO BOX 525, OLD LYME, CT, 06371

Signature of

Role Plan administrator
Date 2016-09-28
Name of individual signing RICHARD W. STOUT III
Valid signature Filed with authorized/valid electronic signature
BENCHMARK WEALTH MANAGEMENT, LLC 401(K) PLAN 2014 640963896 2015-05-26 BENCHMARK WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 561110
Sponsor’s telephone number 8604346890
Plan sponsor’s address 83 HALLS ROAD, SUITE 201, PO BOX 525, OLD LYME, CT, 06371

Signature of

Role Plan administrator
Date 2015-05-26
Name of individual signing RICHRD W. STOUT III
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-05-26
Name of individual signing RICHRD W. STOUT III
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
RICHARD W. STOUT III Agent 83 HALLS ROAD, STE. 201, OLD LYME, CT, 06371, United States PO. Box 525, OLD LYME, CT, 06371, United States +1 860-304-5346 richard.stout@bwmllc.net 17 Matson Rdg, Old Lyme, CT, 06371-1146, United States

Officer

Name Role Business address Phone E-Mail Residence address
THOMAS J BRITT Officer 83 HALLS ROAD, STE. 201, OLD LYME, CT, 06371, United States No data No data 80-1 Mile Creek Rd, Old Lyme, CT, 06371-1743, United States
RICHARD W. STOUT III Officer 83 HALLS ROAD, STE. 201, OLD LYME, CT, 06371, United States +1 860-304-5346 richard.stout@bwmllc.net 17 Matson Rdg, Old Lyme, CT, 06371-1146, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012149052 2024-01-12 No data Annual Report Annual Report No data
BF-0011282841 2023-01-13 No data Annual Report Annual Report No data
BF-0010357540 2022-03-23 No data Annual Report Annual Report 2022
BF-0009766165 2021-06-30 No data Annual Report Annual Report No data
0006748086 2020-02-10 No data Annual Report Annual Report 2020
0006448190 2019-03-11 No data Annual Report Annual Report 2019
0006326819 2019-01-18 No data Annual Report Annual Report 2018
0006003848 2018-01-12 No data Annual Report Annual Report 2017
0005834659 2017-05-05 No data Annual Report Annual Report 2016
0005380887 2015-08-14 No data Annual Report Annual Report 2014

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website