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SHOPE RENO WHARTON ASSOCIATES

Company Details

Entity Name: SHOPE RENO WHARTON ASSOCIATES
Jurisdiction: Connecticut
Legal type: General Partnerships
Citizenship: Domestic
Status: Recorded
Date Formed: 08 May 2008 (Companies founded in May 2008)
Business ALEI: 0937798
Business address: 19 MARSHALL STREET SUITE 114, SOUTH NORWALK, CT, 06854
Mailing address: 18 MARSHALL STREET SUITE 114, SOUTH NORWALK, CT, 06854
ZIP code: 06854 (Companies in Fairfield, 06854)
County: Fairfield
Place of Formation: CONNECTICUT

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SHOPE RENO WHARTON ASSOC. 401K PLAN 2023 061036635 2024-07-15 SHOPE RENO WHARTON ASSOCIATES 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541310
Sponsor’s telephone number 2038527250
Plan sponsor’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237

Plan administrator’s name and address
Administrator’s EIN 061036635
Plan administrator’s name SHOPE RENO WHARTON ASSOCIATES
Plan administrator’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237
Administrator’s telephone number 2038527250

Signature of
Role Plan administrator
Date 2024-07-15
Name of individual signing MICHAEL MCCLUNG
Valid signature Filed with authorized/valid electronic signature
SHOPE RENO WHARTON ASSOC. 401K PLAN 2022 061036635 2023-07-24 SHOPE RENO WHARTON ASSOCIATES 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541310
Sponsor’s telephone number 2038527250
Plan sponsor’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237

Plan administrator’s name and address
Administrator’s EIN 061036635
Plan administrator’s name SHOPE RENO WHARTON ASSOCIATES
Plan administrator’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237
Administrator’s telephone number 2038527250

Signature of
Role Plan administrator
Date 2023-07-24
Name of individual signing MICHAEL MCCLUNG
Valid signature Filed with authorized/valid electronic signature
SHOPE RENO WHARTON ASSOC. 401K PLAN 2021 061036635 2022-05-25 SHOPE RENO WHARTON ASSOCIATES 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541310
Sponsor’s telephone number 2038527250
Plan sponsor’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237

Plan administrator’s name and address
Administrator’s EIN 061036635
Plan administrator’s name SHOPE RENO WHARTON ASSOCIATES
Plan administrator’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237
Administrator’s telephone number 2038527250

Signature of
Role Plan administrator
Date 2022-05-25
Name of individual signing ARTHUR HANLON
Valid signature Filed with authorized/valid electronic signature
SHOPE RENO WHARTON ASSOC. 401K PLAN 2020 061036635 2021-04-20 SHOPE RENO WHARTON ASSOCIATES 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541310
Sponsor’s telephone number 2038527250
Plan sponsor’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237

Plan administrator’s name and address
Administrator’s EIN 061036635
Plan administrator’s name SHOPE RENO WHARTON ASSOCIATES
Plan administrator’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237
Administrator’s telephone number 2038527250

Signature of
Role Plan administrator
Date 2021-04-20
Name of individual signing ARTHUR HANLON
Valid signature Filed with authorized/valid electronic signature
SHOPE RENO WHARTON ASSOC. 401K PLAN 2019 061036635 2020-04-29 SHOPE RENO WHARTON ASSOCIATES 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541310
Sponsor’s telephone number 2038527250
Plan sponsor’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237

Plan administrator’s name and address
Administrator’s EIN 061036635
Plan administrator’s name SHOPE RENO WHARTON ASSOCIATES
Plan administrator’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237
Administrator’s telephone number 2038527250

Signature of
Role Plan administrator
Date 2020-04-29
Name of individual signing ARTHUR HANLON
Valid signature Filed with authorized/valid electronic signature
SHOPE RENO WHARTON ASSOC. 401K PLAN 2018 061036635 2019-01-11 SHOPE RENO WHARTON ASSOCIATES 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541310
Sponsor’s telephone number 2038527250
Plan sponsor’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237

Plan administrator’s name and address
Administrator’s EIN 061036635
Plan administrator’s name SHOPE RENO WHARTON ASSOCIATES
Plan administrator’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237
Administrator’s telephone number 2038527250

Signature of
Role Plan administrator
Date 2019-01-11
Name of individual signing ARTHUR HANLON
Valid signature Filed with authorized/valid electronic signature
SHOPE RENO WHARTON ASSOC. 401K PLAN 2017 061036635 2018-02-08 SHOPE RENO WHARTON ASSOCIATES 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541310
Sponsor’s telephone number 2038527250
Plan sponsor’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237

Plan administrator’s name and address
Administrator’s EIN 061036635
Plan administrator’s name SHOPE RENO WHARTON ASSOCIATES
Plan administrator’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237
Administrator’s telephone number 2038527250

Signature of
Role Plan administrator
Date 2018-02-08
Name of individual signing ARTHUR HANLON
Valid signature Filed with authorized/valid electronic signature
SHOPE RENO WHARTON ASSOC. 401K PLAN 2016 061036635 2017-05-11 SHOPE RENO WHARTON ASSOCIATES 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541310
Sponsor’s telephone number 2038527250
Plan sponsor’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237

Plan administrator’s name and address
Administrator’s EIN 061036635
Plan administrator’s name SHOPE RENO WHARTON ASSOCIATES
Plan administrator’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237
Administrator’s telephone number 2038527250

Signature of
Role Plan administrator
Date 2017-05-11
Name of individual signing ARTHUR HANLON
Valid signature Filed with authorized/valid electronic signature
SHOPE RENO WHARTON ASSOC. 401K PLAN 2015 061036635 2016-01-22 SHOPE RENO WHARTON ASSOCIATES 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541310
Sponsor’s telephone number 2038527250
Plan sponsor’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237

Plan administrator’s name and address
Administrator’s EIN 061036635
Plan administrator’s name SHOPE RENO WHARTON ASSOCIATES
Plan administrator’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237
Administrator’s telephone number 2038527250

Signature of
Role Plan administrator
Date 2016-01-22
Name of individual signing ARTHUR HANLON
Valid signature Filed with authorized/valid electronic signature
SHOPE RENO WHARTON ASSOC. 401K PLAN 2014 061036635 2015-04-15 SHOPE RENO WHARTON ASSOCIATES 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 541310
Sponsor’s telephone number 2038527250
Plan sponsor’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237

Plan administrator’s name and address
Administrator’s EIN 061036635
Plan administrator’s name SHOPE RENO WHARTON ASSOCIATES
Plan administrator’s address 18 MARSHALL STREET, SO. NORWALK, CT, 068542237
Administrator’s telephone number 2038527250

Signature of
Role Plan administrator
Date 2015-04-15
Name of individual signing ARTHUR HANLON
Valid signature Filed with authorized/valid electronic signature

Filing

Filing number Filing date Effective date Filing category Filing type Report year
0003679789 2008-05-08 No data Business Formation Statement of Partnership Authority No data

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Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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