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KANNER FINANCIAL SERVICES LLC

Company Details

Entity Name: KANNER FINANCIAL SERVICES LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 31 Jul 2007 (Companies founded in July 2007)
Business ALEI: 0907694
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 116 WASHINGTON AVENUE THIRD FLOOR, NORTH HAVEN, CT, 06473, United States
Mailing address: 116 WASHINGTON AVENUE THIRD FLOOR, NORTH HAVEN, CT, United States, 06473
ZIP code: 06473 (Companies in New Haven, 06473)
County: New Haven
Place of Formation: CONNECTICUT
E-Mail: geoff@kannerfinancialservices.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KANNER FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 260621225 2024-04-03 KANNER FINANCIAL SERVICES LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2032395370
Plan sponsor’s address 116 WASHINGTON AVE STE 3, NORTH HAVEN, CT, 064731721

Signature of

Role Plan administrator
Date 2024-04-03
Name of individual signing GEOFFREY KANNER
Valid signature Filed with authorized/valid electronic signature
KANNER FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 260621225 2023-04-19 KANNER FINANCIAL SERVICES LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523110
Sponsor’s telephone number 2032395370
Plan sponsor’s address 116 WASHINGTON AVE STE 3, NORTH HAVEN, CT, 064731721

Signature of

Role Plan administrator
Date 2023-04-19
Name of individual signing GEOFFREY KANNER
Valid signature Filed with authorized/valid electronic signature
KANNER FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 260621225 2022-04-26 KANNER FINANCIAL SERVICES LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523110
Sponsor’s telephone number 2032395370
Plan sponsor’s address 116 WASHINGTON AVE STE 3, NORTH HAVEN, CT, 064731721

Signature of

Role Plan administrator
Date 2022-04-26
Name of individual signing GEOFFREY KANNER
Valid signature Filed with authorized/valid electronic signature
KANNER FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 260621225 2021-06-30 KANNER FINANCIAL SERVICES LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523110
Sponsor’s telephone number 2032395370
Plan sponsor’s address 116 WASHINGTON AVE STE 3, NORTH HAVEN, CT, 064731721

Signature of

Role Plan administrator
Date 2021-06-30
Name of individual signing GEOFFREY KANNER
Valid signature Filed with authorized/valid electronic signature
KANNER FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 260621225 2020-06-26 KANNER FINANCIAL SERVICES LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523110
Sponsor’s telephone number 2032395370
Plan sponsor’s address 116 WASHINGTON AVE STE 3, NORTH HAVEN, CT, 064731721

Signature of

Role Plan administrator
Date 2020-06-26
Name of individual signing GEOFFREY KANNER
Valid signature Filed with authorized/valid electronic signature
KANNER FINANCIAL SERVICES LLC 401 K PROFIT SHARING PLAN TRUST 2018 260621225 2019-05-24 KANNER FINANCIAL SERVICES LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523110
Sponsor’s telephone number 2032395370
Plan sponsor’s address 116 WASHINGTON AVE STE 3, NORTH HAVEN, CT, 064731721

Signature of

Role Plan administrator
Date 2019-05-24
Name of individual signing GEOFFREY KANNER
Valid signature Filed with authorized/valid electronic signature
KANNER FINANCIAL SERVICES LLC 401 K PROFIT SHARING PLAN TRUST 2017 260621225 2018-10-12 KANNER FINANCIAL SERVICES LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523110
Sponsor’s telephone number 2032395370
Plan sponsor’s address 140 WASHINGTON AVE 3RD FL, NORTH HAVEN, CT, 06473

Signature of

Role Plan administrator
Date 2018-10-12
Name of individual signing GEOFFREY KANNER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
COOPER LAW LLC Agent

Officer

Name Role Business address Residence address
GEOFFREY KANNER Officer 116 WASHINGTON AVE, 3RD FL, NORTH HAVEN, CT, 06473, United States 138 DANIEL ROAD, HAMDEN, CT, 06517, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012289029 2024-03-13 No data Annual Report Annual Report No data
BF-0011283237 2023-05-19 No data Annual Report Annual Report No data
BF-0010280323 2022-03-15 No data Annual Report Annual Report 2022
0007115796 2021-02-03 No data Annual Report Annual Report 2021
0006771071 2020-02-21 No data Annual Report Annual Report 2020
0006492422 2019-03-26 No data Annual Report Annual Report 2019
0006045164 2018-01-30 No data Annual Report Annual Report 2018
0005978710 2017-12-04 No data Annual Report Annual Report 2017
0005612384 2016-07-25 No data Annual Report Annual Report 2016
0005612383 2016-07-25 No data Annual Report Annual Report 2015

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website