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SOMNIO FINANCIAL GROUP, LLC

Company Details

Entity Name: SOMNIO FINANCIAL GROUP, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 27 Jan 2009 (Companies founded in January 2009)
Business ALEI: 0961115
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 140 GLASTONBURY BLVD, GLASTONBURY, CT, 06033, United States
Mailing address: 140 GLASTONBURY BLVD, Suite 23, GLASTONBURY, CT, United States, 06033
ZIP code: 06033 (Companies in Hartford, 06033)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: rob@somniofg.com

Central Index Key

CIK number Mailing Address Business Address Phone
2034894 140 GLASTONBURY BLVD, SUITE 23, GLASTONBURY, CT, 06033 140 GLASTONBURY BLVD, SUITE 23, GLASTONBURY, CT, 06033 8604305500

Filings since 2024-10-03
Form type 13F-HR
File number 028-24342
Filing date 2024-10-03
Reporting date 2024-09-30
File View File

Filings since 2024-08-26
Form type N-PX
File number 028-24342
Filing date 2024-08-26
Reporting date 2024-06-30
File View File

Filings since 2024-08-23
Form type 13F-HR
File number 028-24342
Filing date 2024-08-23
Reporting date 2024-06-30
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SOMNIO FINANCIAL GROUP, LLC 401(K) P/S PLAN 2023 264126329 2024-05-29 SOMNIO FINANCIAL GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8604305503
Plan sponsor’s address 140 GLASTONBURY BLVD STE 23, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2024-05-29
Name of individual signing ROBERT ROY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-29
Name of individual signing ROBERT ROY
Valid signature Filed with authorized/valid electronic signature
SOMNIO FINANCIAL GROUP, LLC 401(K) P/S PLAN 2022 264126329 2023-04-10 SOMNIO FINANCIAL GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8604305503
Plan sponsor’s address 140 GLASTONBURY BLVD STE 23, GLASTONBURY, CT, 06033

Plan administrator’s name and address
Administrator’s EIN 264126329
Plan administrator’s name SOMNIO FINANCIAL GROUP, LLC
Plan administrator’s address 140 GLASTONBURY BLVD STE 23, GLASTONBURY, CT, 06033
Administrator’s telephone number 8604305503

Signature of
Role Plan administrator
Date 2023-04-10
Name of individual signing ROBERT ROY
Valid signature Filed with authorized/valid electronic signature
SOMNIO FINANCIAL GROUP, LLC 401(K) P/S PLAN 2021 264126329 2022-06-07 SOMNIO FINANCIAL GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8604305503
Plan sponsor’s address 140 GLASTONBURY BLVD STE 23, GLASTONBURY, CT, 06033

Plan administrator’s name and address
Administrator’s EIN 264126329
Plan administrator’s name SOMNIO FINANCIAL GROUP, LLC
Plan administrator’s address 140 GLASTONBURY BLVD STE 23, GLASTONBURY, CT, 06033
Administrator’s telephone number 8604305503

Signature of
Role Plan administrator
Date 2022-06-07
Name of individual signing ROBERT ROY
Valid signature Filed with authorized/valid electronic signature
SOMNIO FINANCIAL GROUP, LLC 401(K) P/S PLAN 2020 264126329 2021-03-05 SOMNIO FINANCIAL GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8604305503
Plan sponsor’s address 140 GLASTONBURY BLVD STE 23, GLASTONBURY, CT, 06033

Plan administrator’s name and address
Administrator’s EIN 264126329
Plan administrator’s name SOMNIO FINANCIAL GROUP, LLC
Plan administrator’s address 140 GLASTONBURY BLVD STE 23, GLASTONBURY, CT, 06033
Administrator’s telephone number 8604305503

Signature of
Role Plan administrator
Date 2021-03-05
Name of individual signing ROBERT ROY
Valid signature Filed with authorized/valid electronic signature
SOMNIO FINANCIAL GROUP, LLC 401(K) P/S PLAN 2019 264126329 2020-04-21 SOMNIO FINANCIAL GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8604305503
Plan sponsor’s address 140 GLASTONBURY BLVD STE 23, GLASTONBURY, CT, 06033

Plan administrator’s name and address
Administrator’s EIN 264126329
Plan administrator’s name SOMNIO FINANCIAL GROUP, LLC
Plan administrator’s address 140 GLASTONBURY BLVD STE 23, GLASTONBURY, CT, 06033
Administrator’s telephone number 8604305503

Signature of
Role Plan administrator
Date 2020-04-21
Name of individual signing ROBERT ROY
Valid signature Filed with authorized/valid electronic signature
SOMNIO FINANCIAL GROUP, LLC 401(K) P/S PLAN 2018 264126329 2019-04-10 SOMNIO FINANCIAL GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8604305503
Plan sponsor’s address 140 GLASTONBURY BLVD STE 23, GLASTONBURY, CT, 06033

Plan administrator’s name and address
Administrator’s EIN 264126329
Plan administrator’s name SOMNIO FINANCIAL GROUP, LLC
Plan administrator’s address 140 GLASTONBURY BLVD STE 23, GLASTONBURY, CT, 06033
Administrator’s telephone number 8604305503

Signature of
Role Plan administrator
Date 2019-04-10
Name of individual signing ROBERT ROY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
ROBERT N. ROY JR. Agent 140 GLASTONBURY BLVD, 23, GLASTONBURY, CT, 06033, United States 140 GLASTONBURY BLVD, 23, GLASTONBURY, CT, 06033, United States +1 860-670-5111 rob@somniofg.com 298 JAGGER LANE, HEBRON, CT, 06248, United States

Officer

Name Role Business address Phone E-Mail Residence address
NICHOLAS R. ROY Officer 140 GLASTONBURY BLVD, GLASTONBURY, CT, 06033, United States No data No data 32 WYLLYS STREET, MANCHESTER, CT, 06040, United States
ROBERT N. ROY JR. Officer 140 GLASTONBURY BLVD, GLASTONBURY, CT, 06033, United States +1 860-670-5111 rob@somniofg.com 298 JAGGER LANE, HEBRON, CT, 06248, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012201094 2024-01-30 No data Annual Report Annual Report No data
BF-0011293665 2023-01-30 No data Annual Report Annual Report No data
BF-0010367207 2022-03-03 No data Annual Report Annual Report 2022
0007115067 2021-02-03 No data Annual Report Annual Report 2021
0006778427 2020-02-24 No data Annual Report Annual Report 2020
0006411569 2019-02-26 No data Annual Report Annual Report 2019
0006063773 2018-02-08 No data Annual Report Annual Report 2018
0005735538 2017-01-11 No data Annual Report Annual Report 2017
0005499096 2016-03-03 No data Annual Report Annual Report 2016
0005250496 2015-01-06 No data Annual Report Annual Report 2015

Related by officers

No related officers

Related by address

140 GLASTONBURY BLVD, GLASTONBURY, CT, 06033, United States

THE VINCE GROUP, INC. ROBIN SEGAL, OD LLC BEAUTIFUL TRANSITIONS LLC STUDIO 16 LLC

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website

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