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LOBO & PASCALE WEALTH MANAGEMENT, LLC

Company Details

Entity Name: LOBO & PASCALE WEALTH MANAGEMENT, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 15 Nov 2007
Business ALEI: 0919085
Annual report due: 31 Mar 2025
NAICS code: 523210 - Securities and Commodity Exchanges
Business address: 1062 BARNES ROAD SUITE 201, WALLINGFORD, CT, 06492, United States
Mailing address: 1062 BARNES ROAD SUITE 201, WALLINGFORD, CT, United States, 06492
ZIP code: 06492
County: New Haven
Place of Formation: CONNECTICUT
E-Mail: susan@lobopascale.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LOBO & PASCALE WEALTH MANAGEMENT LLC 401K PLAN 2023 261459289 2024-09-01 LOBO & PASCALE WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-05-01
Business code 523900
Sponsor’s telephone number 2032693700
Plan sponsor’s address 1062 BARNES RD, SUITE 201, WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2024-09-01
Name of individual signing SHIRLEY HORNER
Valid signature Filed with authorized/valid electronic signature
LOBO & PASCALE WEALTH MANAGEMENT LLC 401K PLAN 2022 261459289 2023-06-08 LOBO & PASCALE WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-05-01
Business code 523900
Sponsor’s telephone number 2032693700
Plan sponsor’s address 1062 BARNES RD, SUITE 201, WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2023-06-08
Name of individual signing NICK RICE
Valid signature Filed with authorized/valid electronic signature
LOBO & PASCALE WEALTH MANAGEMENT LLC 401K PLAN 2021 261459289 2022-06-02 LOBO & PASCALE WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-05-01
Business code 523900
Sponsor’s telephone number 2032693700
Plan sponsor’s address 1062 BARNES RD, SUITE 201, WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2022-06-02
Name of individual signing SUSAN ROTH
Valid signature Filed with authorized/valid electronic signature
LOBO & PASCALE WEALTH MANAGEMENT LLC 401K PLAN 2020 261459289 2021-06-02 LOBO & PASCALE WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-05-01
Business code 523900
Sponsor’s telephone number 2032693700
Plan sponsor’s address 1062 BARNES RD, SUITE 201, WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2021-06-02
Name of individual signing SUSAN ROTH
Valid signature Filed with authorized/valid electronic signature
LOBO & PASCALE WEALTH MANAGEMENT LLC 401K PLAN 2019 261459289 2020-07-06 LOBO & PASCALE WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-05-01
Business code 523900
Sponsor’s telephone number 2032693700
Plan sponsor’s address 1062 BARNES RD, SUITE 201, WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2020-07-06
Name of individual signing SUSAN ROTH
Valid signature Filed with authorized/valid electronic signature
LOBO & PASCALE WEALTH MANAGEMENT LLC 401K PLAN 2018 261459289 2019-06-17 LOBO & PASCALE WEALTH MANAGEMENT 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-05-01
Business code 523900
Sponsor’s telephone number 2032693700
Plan sponsor’s address 1062 BARNES RD, SUITE 201, WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2019-06-17
Name of individual signing SUSAN ROTH
Valid signature Filed with authorized/valid electronic signature
LOBO & PASCALE WEALTH MANAGEMENT LLC 401K PLAN 2017 261459289 2018-08-31 LOBO & PASCALE WEALTH MANAGEMENT 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-05-01
Business code 523900
Sponsor’s telephone number 2032693700
Plan sponsor’s address 1062 BARNES RD, SUITE 201, WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2018-08-31
Name of individual signing RACHEL SORRENTINO
Valid signature Filed with authorized/valid electronic signature
LOBO & PASCALE WEALTH MANAGEMENT LLC 401K PLAN 2016 261459289 2017-10-03 LOBO & PASCALE WEALTH MANAGEMENT 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-05-01
Business code 523900
Sponsor’s telephone number 2032693700
Plan sponsor’s address 1062 BARNES RD, SUITE 201, WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2017-10-03
Name of individual signing RACHEL SORRENTINO
Valid signature Filed with authorized/valid electronic signature
LOBO & PASCALE WEALTH MANAGEMENT LLC 401K PLAN 2015 261459289 2016-09-27 LOBO & PASCALE WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-05-01
Business code 523900
Sponsor’s telephone number 2032693700
Plan sponsor’s address 1062 BARNES RD, SUITE 201, WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2016-09-27
Name of individual signing RACHEL SORRENTINO
Valid signature Filed with authorized/valid electronic signature
LOBO & PASCALE WEALTH MANAGEMENT LLC 401K PLAN 2014 261459289 2015-07-08 LOBO & PASCALE WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-05-01
Business code 523900
Sponsor’s telephone number 2032693700
Plan sponsor’s address 1062 BARNES RD, SUITE 201, WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2015-07-08
Name of individual signing RACHEL SORRENTINO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
MARK CONNELL Agent 420 E Main St, Suite 12, Branford, CT, 06405, United States 420 E Main St, Suite 12, Branford, CT, 06405, United States +1 203-645-9691 markconnellattorney@comcast.net 21 S Winds Dr, Essex, CT, 06426-1201, United States

Officer

Name Role Business address Residence address
CHRISTOPHER W. PASCALE Officer 1062 BARNES ROAD, SUITE 201, WALLINGFORD, CT, 06492, United States 70 MACK ROAD, MIDDLEFIELD, CT, 06455, United States
JEREMY M. LOBO Officer 1062 BARNES RD., SUITE 201, WALLINGFORD, CT, 06492, United States 34 BERTEN RIDGE ROAD., DURHAM, CT, 06492, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012288787 2024-01-23 No data Annual Report Annual Report No data
BF-0011281815 2023-01-23 No data Annual Report Annual Report No data
BF-0010602578 2022-06-24 No data Annual Report Annual Report No data
BF-0008463776 2022-05-19 No data Annual Report Annual Report 2020
BF-0009852578 2022-05-19 No data Annual Report Annual Report No data
0006380817 2019-02-13 No data Annual Report Annual Report 2015
0006380821 2019-02-13 No data Annual Report Annual Report 2016
0006380816 2019-02-13 No data Annual Report Annual Report 2014
0006380823 2019-02-13 No data Annual Report Annual Report 2017
0006380828 2019-02-13 No data Annual Report Annual Report 2018

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website