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WALTER J. MCKEEVER & COMPANY, LLC

Company Details

Entity Name: WALTER J. MCKEEVER & COMPANY, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 22 Jan 2010
Business ALEI: 0993863
Annual report due: 31 Mar 2025
NAICS code: 541211 - Offices of Certified Public Accountants
Business address: 15 VALLEY DRIVE, GREENWICH, CT, 06831, United States
Mailing address: PO BOX 5147, GREENWICH, CT, United States, 06831
ZIP code: 06831
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: DCDoria@wjmco.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WALTER J MCKEEVER & COMPANY LLC 401K PS PLAN 2023 061253566 2024-07-14 WALTER J. MCKEEVER & COMPANY, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-02-01
Business code 541211
Sponsor’s telephone number 2036228625
Plan sponsor’s address 15 VALLEY DRIVE, GREENWICH, CT, 06831

Signature of

Role Plan administrator
Date 2024-07-14
Name of individual signing DENISE C. DORIA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-14
Name of individual signing DENISE C. DORIA
Valid signature Filed with authorized/valid electronic signature
WALTER J. MCKEEVER & COMPANY, LLC 401(K) P/S PLAN 2022 061253566 2023-06-11 WALTER J. MCKEEVER & COMPANY, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-02-01
Business code 541211
Sponsor’s telephone number 2036228625
Plan sponsor’s address 15 VALLEY DRIVE, GREENWICH, CT, 06831

Plan administrator’s name and address

Administrator’s EIN 061253566
Plan administrator’s name WALTER J. MCKEEVER & COMPANY, LLC
Plan administrator’s address 15 VALLEY DRIVE, GREENWICH, CT, 06831
Administrator’s telephone number 2036228625

Signature of

Role Plan administrator
Date 2023-06-11
Name of individual signing DENISE DORIA
Valid signature Filed with authorized/valid electronic signature
WALTER J. MCKEEVER & COMPANY, LLC 401(K) P/S PLAN 2021 061253566 2022-03-05 WALTER J. MCKEEVER & COMPANY, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-02-01
Business code 541211
Sponsor’s telephone number 2036228625
Plan sponsor’s address 15 VALLEY DRIVE, GREENWICH, CT, 06831

Plan administrator’s name and address

Administrator’s EIN 061253566
Plan administrator’s name WALTER J. MCKEEVER & COMPANY, LLC
Plan administrator’s address 15 VALLEY DRIVE, GREENWICH, CT, 06831
Administrator’s telephone number 2036228625

Signature of

Role Plan administrator
Date 2022-03-05
Name of individual signing DENISE DORIA
Valid signature Filed with authorized/valid electronic signature
WALTER J. MCKEEVER & COMPANY, LLC 401(K) P/S PLAN 2020 061253566 2021-07-08 WALTER J. MCKEEVER & COMPANY, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-02-01
Business code 541211
Sponsor’s telephone number 2036228625
Plan sponsor’s address 15 VALLEY DRIVE, GREENWICH, CT, 06831

Plan administrator’s name and address

Administrator’s EIN 061253566
Plan administrator’s name WALTER J. MCKEEVER & COMPANY, LLC
Plan administrator’s address 15 VALLEY DRIVE, GREENWICH, CT, 06831
Administrator’s telephone number 2036228625

Signature of

Role Plan administrator
Date 2021-07-08
Name of individual signing DENISE DORIA
Valid signature Filed with authorized/valid electronic signature
WALTER J. MCKEEVER & COMPANY, LLC 401(K) P/S PLAN 2019 061253566 2020-04-16 WALTER J. MCKEEVER & COMPANY, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-02-01
Business code 541211
Sponsor’s telephone number 2036228625
Plan sponsor’s address 15 VALLEY DRIVE, GREENWICH, CT, 06831

Plan administrator’s name and address

Administrator’s EIN 061253566
Plan administrator’s name WALTER J. MCKEEVER & COMPANY, LLC
Plan administrator’s address 15 VALLEY DRIVE, GREENWICH, CT, 06831
Administrator’s telephone number 2036228625

Signature of

Role Plan administrator
Date 2020-04-16
Name of individual signing DENISE DORIA
Valid signature Filed with authorized/valid electronic signature
WALTER J. MCKEEVER & COMPANY, LLC 401(K) P/S PLAN 2018 061253566 2019-07-02 WALTER J. MCKEEVER & COMPANY, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-02-01
Business code 541211
Sponsor’s telephone number 2036228625
Plan sponsor’s address 15 VALLEY DRIVE, GREENWICH, CT, 06831

Plan administrator’s name and address

Administrator’s EIN 061253566
Plan administrator’s name WALTER J. MCKEEVER & COMPANY, LLC
Plan administrator’s address 15 VALLEY DRIVE, GREENWICH, CT, 06831
Administrator’s telephone number 2036228625

Signature of

Role Plan administrator
Date 2019-07-02
Name of individual signing DENISE DORIA
Valid signature Filed with authorized/valid electronic signature
WALTER J. MCKEEVER & COMPANY, LLC 401(K) P/S PLAN 2017 061253566 2018-07-22 WALTER J. MCKEEVER & COMPANY, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-02-01
Business code 541211
Sponsor’s telephone number 2036228625
Plan sponsor’s address 15 VALLEY DRIVE, GREENWICH, CT, 06831

Plan administrator’s name and address

Administrator’s EIN 061253566
Plan administrator’s name WALTER J. MCKEEVER & COMPANY, LLC
Plan administrator’s address 15 VALLEY DRIVE, GREENWICH, CT, 06831
Administrator’s telephone number 2036228625

Signature of

Role Plan administrator
Date 2018-07-22
Name of individual signing DENISE DORIA
Valid signature Filed with authorized/valid electronic signature
WALTER J. MCKEEVER & COMPANY, LLC 401(K) P/S PLAN 2016 061253566 2017-07-21 WALTER J. MCKEEVER & COMPANY, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-02-01
Business code 541211
Sponsor’s telephone number 2036228625
Plan sponsor’s address 15 VALLEY DRIVE, GREENWICH, CT, 06831

Plan administrator’s name and address

Administrator’s EIN 061253566
Plan administrator’s name WALTER J. MCKEEVER & COMPANY, LLC
Plan administrator’s address 15 VALLEY DRIVE, GREENWICH, CT, 06831
Administrator’s telephone number 2036228625

Signature of

Role Plan administrator
Date 2017-07-21
Name of individual signing DENISE DORIA
Valid signature Filed with authorized/valid electronic signature
WALTER J. MCKEEVER & COMPANY, LLC 401(K) P/S PLAN 2015 061253566 2016-06-18 WALTER J. MCKEEVER & COMPANY, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-02-01
Business code 541211
Sponsor’s telephone number 2036228625
Plan sponsor’s address 15 VALLEY DRIVE, GREENWICH, CT, 06831

Plan administrator’s name and address

Administrator’s EIN 061253566
Plan administrator’s name WALTER J. MCKEEVER & COMPANY, LLC
Plan administrator’s address 15 VALLEY DRIVE, GREENWICH, CT, 06831
Administrator’s telephone number 2036228625

Signature of

Role Plan administrator
Date 2016-06-18
Name of individual signing DENISE DORIA
Valid signature Filed with authorized/valid electronic signature
WALTER J. MCKEEVER & COMPANY, LLC 401(K) P/S PLAN 2014 061253566 2015-06-18 WALTER J. MCKEEVER & COMPANY, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-02-01
Business code 541211
Sponsor’s telephone number 2036228625
Plan sponsor’s address 15 VALLEY DRIVE, GREENWICH, CT, 06831

Plan administrator’s name and address

Administrator’s EIN 061253566
Plan administrator’s name WALTER J. MCKEEVER & COMPANY, LLC
Plan administrator’s address 15 VALLEY DRIVE, GREENWICH, CT, 06831
Administrator’s telephone number 2036228625

Signature of

Role Plan administrator
Date 2015-06-18
Name of individual signing DENISE DORIA
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JUERG A. HEIM Agent IVEY, BARNUM & O'MARA, LLC, 170 MASON ST, GREENWICH, CT, 06830, United States IVEY, BARNUM & O'MARA, LLC, 170 MASON ST, GREENWICH, CT, 06830, United States +1 203-661-6000 DCDoria@wjmco.com 67 VALLEYWOOD ROAD, COS COB, CT, 06807, United States

Officer

Name Role Business address Residence address
WALTER J. MCKEEVER JR. Officer 15 VALLEY DRIVE, GREENWICH, CT, 06831, United States 453 E PUTNAM AVENUE, UNIT 4D, COS COB, CT, 06807, United States
DENISE C. DORIA Officer 15 VALLEY DRIVE, GREENWICH, CT, 06831, United States 119 JANES LANE, STAMFORD, CT, 06903, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012193203 2024-02-20 No data Annual Report Annual Report No data
BF-0011174806 2023-02-11 No data Annual Report Annual Report No data
BF-0010198434 2022-02-27 No data Annual Report Annual Report 2022
0007184876 2021-02-23 No data Annual Report Annual Report 2021
0006750606 2020-02-10 No data Annual Report Annual Report 2020
0006535323 2019-04-16 No data Annual Report Annual Report 2019
0006076280 2018-02-13 No data Annual Report Annual Report 2018
0005714435 2016-12-07 No data Annual Report Annual Report 2017
0005445636 2015-12-12 No data Annual Report Annual Report 2016
0005231523 2014-12-05 No data Annual Report Annual Report 2015

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website