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BEST PLANNING LLC

Company Details

Entity Name: BEST PLANNING LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Dissolved
Date Formed: 10 Jun 2008 (Companies founded in June 2008)
Date of dissolution: 01 Jan 2021
Business ALEI: 0940789
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 3 LONGSHORE AVE., NORWALK, CT, 06854, United States
Mailing address: 3 LONGSHORE AVE., NORWALK, CT, United States, 06854
ZIP code: 06854 (Companies in Fairfield, 06854)
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: nottus195@gmail.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BENEFIT PLANNING SERVICES, LLC 401(K) PLAN 2017 262783645 2018-10-22 BENEFIT PLANNING SERVICES, LLC 13
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1999-01-01
Business code 812990
Sponsor’s telephone number 2038408877
Plan sponsor’s address 3 BELDON AVE., NORWALK, CT, 06852

Signature of
Role Plan administrator
Date 2018-10-22
Name of individual signing J. MICHAEL SUTTON
Valid signature Filed with authorized/valid electronic signature
BENEFIT PLANNING SERVICES, LLC 401(K) PLAN 2017 262783645 2018-06-25 BENEFIT PLANNING SERVICES, LLC 13
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1999-01-01
Business code 812990
Sponsor’s telephone number 2038408877
Plan sponsor’s address 3 BELDEN AVE., NORWALK, CT, 06852

Signature of
Role Plan administrator
Date 2018-06-25
Name of individual signing J. MICHAEL SUTTON
Valid signature Filed with authorized/valid electronic signature
BENEFIT PLANNING SERVICES, LLC 401(K) PLAN 2016 262783645 2017-06-26 BENEFIT PLANNING SERVICES, LLC 13
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1999-01-01
Business code 812990
Sponsor’s telephone number 2038408877
Plan sponsor’s address 3 BELDEN AVE., NORWALK, CT, 06850

Signature of
Role Plan administrator
Date 2017-06-26
Name of individual signing J. MICHAEL SUTTON
Valid signature Filed with authorized/valid electronic signature
BENEFIT PLANNING SERVICES, LLC 401(K) PLAN 2015 262783645 2016-06-27 BENEFIT PLANNING SERVICES, LLC 13
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1999-01-01
Business code 812990
Sponsor’s telephone number 2038408877
Plan sponsor’s address 3 BELDEN AVE., NORWALK, CT, 06850

Signature of
Role Plan administrator
Date 2016-06-27
Name of individual signing J. MICHAEL SUTTON
Valid signature Filed with authorized/valid electronic signature
BENEFIT PLANNING SERVICES, LLC 401(K) PLAN 2014 262783645 2015-06-10 BENEFIT PLANNING SERVICES, LLC 16
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1999-01-01
Business code 812990
Sponsor’s telephone number 2038408877
Plan sponsor’s address 3 BELDEN AVE., NORWALK, CT, 06850

Signature of
Role Plan administrator
Date 2015-06-10
Name of individual signing J. MICHAEL SUTTON
Valid signature Filed with authorized/valid electronic signature
BENEFIT PLANNING SERVICES, LLC 401(K) PLAN 2013 262783645 2014-05-28 BENEFIT PLANNING SERVICES, LLC 15
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1999-01-01
Business code 812990
Sponsor’s telephone number 2038408877
Plan sponsor’s address 3 BELDEN AVE., NORWALK, CT, 06852

Signature of
Role Plan administrator
Date 2014-05-28
Name of individual signing J. MICHAEL SUTTON
Valid signature Filed with authorized/valid electronic signature
BENEFIT PLANNING SERVICES, LLC 401(K) PLAN 2012 262783645 2013-05-29 BENEFIT PLANNING SERVICES, LLC 14
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1999-01-01
Business code 812990
Sponsor’s telephone number 2038408877
Plan sponsor’s address 3 BELDEN AVE., NORWALK, CT, 06850

Signature of
Role Plan administrator
Date 2013-05-29
Name of individual signing J. MICHAEL SUTTON
Valid signature Filed with authorized/valid electronic signature
BENEFIT PLANNING SERVICES, LLC 401(K) PLAN 2011 262783645 2012-06-18 BENEFIT PLANNING SERVICES, LLC 14
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1999-01-01
Business code 812990
Sponsor’s telephone number 2038408877
Plan sponsor’s address 3 BELDEN AVE., NORWALK, CT, 06852

Plan administrator’s name and address
Administrator’s EIN 262783645
Plan administrator’s name BENEFIT PLANNING SERVICES, LLC
Plan administrator’s address 3 BELDEN AVE., NORWALK, CT, 06852
Administrator’s telephone number 2038408877

Signature of
Role Plan administrator
Date 2012-06-18
Name of individual signing J. MICHAEL SUTTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-06-18
Name of individual signing J.MICHAEL SUTTON
Valid signature Filed with authorized/valid electronic signature
BENEFIT PLANNING SERVICES, LLC 401(K) PLAN 2010 262783645 2011-07-15 BENEFIT PLANNING SERVICES, LLC 14
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1999-01-01
Business code 812990
Sponsor’s telephone number 2038408877
Plan sponsor’s address 3 BELDEN AVE., NORWALK, CT, 06852

Plan administrator’s name and address
Administrator’s EIN 262783645
Plan administrator’s name BENEFIT PLANNING SERVICES, LLC
Plan administrator’s address 3 BELDEN AVE., NORWALK, CT, 06852
Administrator’s telephone number 2038408877

Signature of
Role Plan administrator
Date 2011-07-15
Name of individual signing J. MICHAEL SUTTON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address E-Mail Residence address
DAVID A. SWERDLOFF Agent DAY PITNEY LLP, ONE CANTERBURY GREEN, STAMFORD, CT, 06901, United States 87 ALEXANDRA DR., STAMFORD, CT, 06903, United States nottus195@gmail.com 87 ALEXANDRA DR., STAMFORD, CT, 06903, United States

Officer

Name Role Residence address
J M SUTTON Officer 3 LONGSHORE AVE., NORWALK, CT, 06854, United States
RUBEN NOGUEIRA Officer 57 ORCHARD DRIVE, REDDING, CT, 06879, United States

History

Type Old value New value Date of change
Name change BENEFIT PLANNING SERVICES, LLC BEST PLANNING LLC 2018-03-01
Name change BEST BENEFIT SERVICES LLC BENEFIT PLANNING SERVICES, LLC 2008-08-05

Filing

Filing number Filing date Effective date Filing category Filing type Report year
0007041573 2020-12-21 2021-01-01 Dissolution Certificate of Dissolution No data
0006755718 2020-02-13 No data Annual Report Annual Report 2020
0006467228 2019-03-15 No data Annual Report Annual Report 2019
0006363233 2019-02-05 No data Annual Report Annual Report 2018
0006102078 2018-03-01 2018-03-01 Amendment Amend Name No data
0006016241 2018-01-19 No data Annual Report Annual Report 2015
0006016242 2018-01-19 No data Annual Report Annual Report 2016
0006016243 2018-01-19 No data Annual Report Annual Report 2017
0005127958 2014-06-18 No data Annual Report Annual Report 2014
0004861969 2013-05-17 No data Annual Report Annual Report 2013

Related by officers

DAVID A. SWERDLOFF

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Related by address

No related companies by address

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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