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  5. OLYMPUS ADVISORS, LLC

OLYMPUS ADVISORS, LLC

Company Details

Entity Name: OLYMPUS ADVISORS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 23 Sep 2009
Business ALEI: 0983585
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: METRO CENTER, ONE STATION PLACE, STAMFORD, CT, 06902, United States
Mailing address: METRO CENTER, ONE STATION PLACE, STAMFORD, CT, United States, 06902
ZIP code: 06902
County: Fairfield
Place of Formation: DELAWARE
E-Mail: CLS-CTARMSEvidence@wolterskluwer.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OLYMPUS ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 270919289 2024-06-20 OLYMPUS ADVISORS LLC 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2033535903
Plan sponsor’s address METRO CENTER ONE STATION PLACE 4N, STAMFORD, CT, 06902

Signature of
Role Plan administrator
Date 2024-06-20
Name of individual signing JAMES A. CONROY
Valid signature Filed with authorized/valid electronic signature
OLYMPUS ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 270919289 2023-06-12 OLYMPUS ADVISORS LLC 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2033535903
Plan sponsor’s address ONE STATION PLACE 4N, STAMFORD, CT, 06902

Signature of
Role Plan administrator
Date 2023-06-12
Name of individual signing JAMES A. CONROY
Valid signature Filed with authorized/valid electronic signature
OLYMPUS ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 270919289 2022-06-28 OLYMPUS ADVISORS LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2033535903
Plan sponsor’s address METRO CENTER ONE STATION PLACE 4N, STAMFORD, CT, 06902

Signature of
Role Plan administrator
Date 2022-06-28
Name of individual signing JAMES A CONROY
Valid signature Filed with authorized/valid electronic signature
OLYMPUS ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 270919289 2021-06-16 OLYMPUS ADVISORS LLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2033535903
Plan sponsor’s address METRO CENTER ONE STATION PLACE 4N, STAMFORD, CT, 06902

Signature of
Role Plan administrator
Date 2021-06-16
Name of individual signing JAMES CONROY
Valid signature Filed with authorized/valid electronic signature
OLYMPUS ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 270919289 2020-07-08 OLYMPUS ADVISORS LLC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2033535903
Plan sponsor’s address ONE STATION PLACE 4N, STAMFORD, CT, 06902

Signature of
Role Plan administrator
Date 2020-07-08
Name of individual signing JAMES CONROY
Valid signature Filed with authorized/valid electronic signature
OLYMPUS ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2018 270919289 2019-05-07 OLYMPUS ADVISORS LLC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2033535903
Plan sponsor’s address METRO CENTER ONE STATION PLACE 4N, STAMFORD, CT, 06902

Signature of
Role Plan administrator
Date 2019-05-07
Name of individual signing JAMES A CONROY
Valid signature Filed with authorized/valid electronic signature
OLYMPUS ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2017 270919289 2018-07-13 OLYMPUS ADVISORS LLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2033535903
Plan sponsor’s address METRO CENTER ONE STATION PLAC, STAMFORD, CT, 06902

Signature of
Role Plan administrator
Date 2018-07-13
Name of individual signing JAMES A CONROY
Valid signature Filed with authorized/valid electronic signature
OLYMPUS ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2016 270919289 2017-06-14 OLYMPUS ADVISORS LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2033535903
Plan sponsor’s address METRO CENTER ONE STATION PLAC, STAMFORD, CT, 06902

Signature of
Role Plan administrator
Date 2017-06-14
Name of individual signing JAMES A CONROY
Valid signature Filed with authorized/valid electronic signature
OLYMPUS ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2015 270919289 2016-06-23 OLYMPUS ADVISORS LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2033535903
Plan sponsor’s address ONE STATION PLACE, STAMFORD, CT, 06902

Signature of
Role Plan administrator
Date 2016-06-23
Name of individual signing JAMES A CONROY
Valid signature Filed with authorized/valid electronic signature
OLYMPUS ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2014 270919289 2015-06-12 OLYMPUS ADVISORS LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2033535903
Plan sponsor’s address METRO CENTER ONE STATION PLAC, STAMFORD, CT, 06902

Signature of
Role Plan administrator
Date 2015-06-12
Name of individual signing JAMES CONROY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
C T CORPORATION SYSTEM Agent

Officer

Name Role Business address Residence address
ROBERT S. MORRIS Officer METRO CENTER, ONE STATION PLACE, STAMFORD, CT, 06902, United States METRO CENTER, ONE STATION PLACE, STAMFORD, CT, 06902, United States

History

Type Old value New value Date of change
Name change OLYMPUS ADVISORS V, LLC OLYMPUS ADVISORS, LLC 2013-01-14

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012202133 2024-03-08 No data Annual Report Annual Report No data
BF-0011181027 2023-03-03 No data Annual Report Annual Report No data
BF-0010207277 2022-01-28 No data Annual Report Annual Report 2022
0007171033 2021-02-17 No data Annual Report Annual Report 2021
0006746256 2020-02-07 No data Annual Report Annual Report 2020
0006335525 2019-01-24 No data Annual Report Annual Report 2019
0006335510 2019-01-24 No data Annual Report Annual Report 2016
0006335515 2019-01-24 No data Annual Report Annual Report 2017
0006335518 2019-01-24 No data Annual Report Annual Report 2018
0006298250 2018-12-20 2018-12-20 Change of Agent Agent Change No data

Related by officers

ROBERT S. MORRIS

OLYMPUS ADVISORS IV, LLC RSM CORPORATION

Related by address

No related companies by address

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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