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  5. GULISH & ASSOCIATES, INC.

GULISH & ASSOCIATES, INC.

Company Details

Entity Name: GULISH & ASSOCIATES, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 02 Jun 2008
Business ALEI: 0939865
Annual report due: 02 Jun 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 680 BRIDGEPORT AVENUE, SHELTON, CT, 06484, United States
Mailing address: 680 BRIDGEPORT AVENUE, SHELTON, CT, United States, 06484
ZIP code: 06484
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: judith.gulish@gulishandassociates.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GULISH & ASSOCIATES, INC. 401(K) PLAN 2023 261715359 2024-05-21 GULISH & ASSOCIATES, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 2039299998
Plan sponsor’s address 680 BRIDGEPORT AVE., SHELTON, CT, 06484

Signature of
Role Plan administrator
Date 2024-05-21
Name of individual signing MICHAEL J. GULISH
Valid signature Filed with authorized/valid electronic signature
GULISH & ASSOCIATES, INC. 401(K) PLAN 2022 261715359 2023-03-20 GULISH & ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 2039299998
Plan sponsor’s address 680 BRIDGEPORT AVE., SHELTON, CT, 06484

Signature of
Role Plan administrator
Date 2023-03-20
Name of individual signing MICHAEL J. GULISH
Valid signature Filed with authorized/valid electronic signature
GULISH & ASSOCIATES, INC. 401(K) PLAN 2021 261715359 2022-04-18 GULISH & ASSOCIATES, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 2039299998
Plan sponsor’s address 680 BRIDGEPORT AVE., SHELTON, CT, 06484

Signature of
Role Plan administrator
Date 2022-04-18
Name of individual signing MICHAEL J. GULISH
Valid signature Filed with authorized/valid electronic signature
GULISH & ASSOCIATES, INC. 401(K) PLAN 2020 261715359 2021-03-08 GULISH & ASSOCIATES, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 2039299998
Plan sponsor’s address 680 BRIDGEPORT AVE., SHELTON, CT, 06484

Signature of
Role Plan administrator
Date 2021-03-08
Name of individual signing MICHAEL J. GULISH
Valid signature Filed with authorized/valid electronic signature
GULISH & ASSOCIATES, INC. 401(K) PLAN 2019 261715359 2020-05-22 GULISH & ASSOCIATES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 2039299998
Plan sponsor’s address 680 BRIDGEPORT AVE., SHELTON, CT, 06484

Signature of
Role Plan administrator
Date 2020-05-22
Name of individual signing MICHAEL J. GULISH
Valid signature Filed with authorized/valid electronic signature
GULISH & ASSOCIATES, INC. 401(K) PLAN 2018 261715359 2019-03-04 GULISH & ASSOCIATES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 2039299998
Plan sponsor’s address 680 BRIDGEPORT AVE., SHELTON, CT, 06484

Signature of
Role Plan administrator
Date 2019-03-04
Name of individual signing MICHAEL J. GULISH
Valid signature Filed with authorized/valid electronic signature
GULISH & ASSOCIATES, INC. 401(K) PLAN 2017 261715359 2018-02-12 GULISH & ASSOCIATES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 2039299998
Plan sponsor’s address 680 BRIDGEPORT AVE., SHELTON, CT, 06484

Signature of
Role Plan administrator
Date 2018-02-12
Name of individual signing MICHAEL J. GULISH
Valid signature Filed with authorized/valid electronic signature
GULISH & ASSOCIATES, INC. 401(K) PLAN 2016 261715359 2017-01-30 GULISH & ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 2039299998
Plan sponsor’s address 680 BRIDGEPORT AVE., SHELTON, CT, 06484

Signature of
Role Plan administrator
Date 2017-01-30
Name of individual signing MICHAEL J. GULISH
Valid signature Filed with authorized/valid electronic signature
GULISH & ASSOCIATES, INC. 401(K) PLAN 2015 261715359 2016-07-26 GULISH & ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 2039299998
Plan sponsor’s address 680 BRIDGEPORT AVE., SHELTON, CT, 06484

Signature of
Role Plan administrator
Date 2016-07-26
Name of individual signing MICHAEL J. GULISH
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
WILLINGER, WILLINGER & BUCCI, P.C. Agent

Officer

Name Role Business address Residence address
DANIEL J. CAIN Officer 680 BRIDGEPORT AVENUE, SHELTON, CT, 06484, United States 50 Beechwood Court, Cheshire, CT, 06410, United States
MICHAEL J. GULISH Officer 680 BRIDGEPORT AVENUE, SHELTON, CT, 06484, United States 7 AJELLO'S FARM ROAD, SEYMOUR, CT, 06483, United States
JUDITH S. GULISH Officer 680 BRIDGEPORT AVENUE, SHELTON, CT, 06484, United States 7 AJELLOS FARM RD., SEYMOUR, CT, 06483, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012305545 2024-06-03 No data Annual Report Annual Report No data
BF-0011289104 2023-06-05 No data Annual Report Annual Report No data
BF-0010301195 2022-05-20 No data Annual Report Annual Report 2022
BF-0009753187 2021-07-07 No data Annual Report Annual Report No data
0006915599 2020-06-01 No data Annual Report Annual Report 2020
0006920248 2020-03-30 2020-03-30 Change of Agent Address Agent Address Change No data
0006568316 2019-06-03 No data Annual Report Annual Report 2019
0006202364 2018-06-18 No data Annual Report Annual Report 2018
0005981645 2017-12-07 2017-12-07 Change of Agent Agent Change No data
0005979200 2017-12-05 No data Annual Report Annual Report 2015

Related by officers

MICHAEL J. GULISH

BHCARE, INC.

Related by address

680 BRIDGEPORT AVENUE, SHELTON, CT, 06484, United States

APICELLA, TESTA & COMPANY, P.C. RAYMOND P. LAVIETES FOUNDATION, INC. THE DA SHELTON REALTY, LLC

680 BRIDGEPORT AVENUE, SHELTON, CT, United States, 06484

APICELLA, TESTA & COMPANY, P.C.

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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