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BANK STREET INVESTMENTS, LLC

Company Details

Entity Name: BANK STREET INVESTMENTS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 14 Jun 2007
Business ALEI: 0903110
Annual report due: 31 Mar 2025
NAICS code: 531312 - Nonresidential Property Managers
Business address: 24 BANK STREET, NEW MILFORD, CT, 06776, United States
Mailing address: 24 BANK STREET, NEW MILFORD, CT, United States, 06776
ZIP code: 06776
County: Litchfield
Place of Formation: CONNECTICUT
E-Mail: meredith@bankstreetinvestments.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BANK STREET 401K PLAN 2023 260350059 2024-07-09 BANK STREET INVESTMENTS LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 531310
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776

Signature of

Role Plan administrator
Date 2024-07-09
Name of individual signing MEREDITH CLEARY
Valid signature Filed with authorized/valid electronic signature
BANK STREET 401K PLAN 2022 260350059 2023-06-14 BANK STREET INVESTMENTS LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 531310
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776

Signature of

Role Plan administrator
Date 2023-06-14
Name of individual signing MEREDITH CLEARY
Valid signature Filed with authorized/valid electronic signature
BANK STREET 401K PLAN 2021 260350059 2022-07-12 BANK STREET INVESTMENTS LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 531310
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776

Signature of

Role Plan administrator
Date 2022-07-12
Name of individual signing MEREDITH CLEARY
Valid signature Filed with authorized/valid electronic signature
BANK STREET 401K PLAN 2020 260350059 2021-10-13 BANK STREET INVESTMENTS LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 531310
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776

Signature of

Role Plan administrator
Date 2021-10-13
Name of individual signing MEREDITH CLEARY
Valid signature Filed with authorized/valid electronic signature
BANK STREET 401K PLAN 2019 260350059 2020-04-10 BANK STREET INVESTMENTS LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 531310
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776

Signature of

Role Plan administrator
Date 2020-04-10
Name of individual signing MEREDITH CLEARY
Valid signature Filed with authorized/valid electronic signature
BANK STREET 401K PLAN 2018 260350059 2019-07-31 BANK STREET INVESTMENTS LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 531310
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776

Signature of

Role Plan administrator
Date 2019-07-31
Name of individual signing MEREDITH CLEARY
Valid signature Filed with authorized/valid electronic signature
BANK STREET 401K PLAN 2017 260350059 2018-07-23 BANK STREET INVESTMENTS LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 531310
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776

Signature of

Role Plan administrator
Date 2018-07-23
Name of individual signing MEREDITH CLEARY
Valid signature Filed with authorized/valid electronic signature
BANK STREET 401K PLAN 2016 260350059 2017-07-24 BANK STREET INVESTMENTS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 531310
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776

Signature of

Role Plan administrator
Date 2017-07-24
Name of individual signing MEREDITH CLEARY
Valid signature Filed with authorized/valid electronic signature
BANK STREET 401K PLAN 2015 260350059 2016-07-12 BANK STREET INVESTMENTS LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 531310
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776
BANK STREET 401K PLAN 2014 260350059 2015-08-10 BANK STREET INVESTMENTS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 812990
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776

Signature of

Role Plan administrator
Date 2015-08-10
Name of individual signing GARY GOLDRING
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Meredith Cleary Agent 24 Bank St, New Milford, CT, 06776, United States 24 Bank St, New Milford, CT, 06776, United States +1 203-470-6866 meredith@bankstreetinvestments.com 1 Holiday Point Rd, Sherman, CT, 06784-1624, United States

Officer

Name Role Business address Residence address
GARY GOLDRING Officer 24 BANK STREET, NEW MILFORD, CT, 06776, United States 2580 S Ocean Blvd, 2A7, Palm Beach, FL, 33480, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012353191 2024-01-08 No data Annual Report Annual Report No data
BF-0011904493 2023-07-28 2023-07-28 Change of Agent Agent Change No data
BF-0011282017 2023-01-18 No data Annual Report Annual Report No data
BF-0010275994 2022-02-28 No data Annual Report Annual Report 2022
0007177911 2021-02-19 No data Annual Report Annual Report 2021
0007173926 2021-02-16 No data Annual Report Annual Report 2020
0006365078 2019-02-06 No data Annual Report Annual Report 2019
0006363223 2019-02-05 No data Annual Report Annual Report 2018
0005875239 2017-06-27 No data Annual Report Annual Report 2017
0005875235 2017-06-27 No data Annual Report Annual Report 2016

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website