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BURNHAM STERLING & COMPANY LLC

Company Details

Entity Name: BURNHAM STERLING & COMPANY LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 05 May 2010
Business ALEI: 1003819
Annual report due: 31 Mar 2025
NAICS code: 523999 - Miscellaneous Financial Investment Activities
Business address: 29 RIVER ROAD, STE 102, COS COB, CT, 06807, United States
Mailing address: 29 RIVER ROAD, STE 102, COS COB, CT, United States, 06807
ZIP code: 06807
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: mary.cohane@burnhamsterling.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BURNHAM STERLING & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 272512353 2024-06-26 BURNHAM STERLING & COMPANY LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 2038624800
Plan sponsor’s address 29 RIVER RD, COS COB, CT, 06807

Signature of

Role Plan administrator
Date 2024-06-26
Name of individual signing MICHAEL MORGAN
Valid signature Filed with authorized/valid electronic signature
BURNHAM STERLING & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 272512353 2023-06-28 BURNHAM STERLING & COMPANY LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 2038624800
Plan sponsor’s address 29 RIVER RD, COS COB, CT, 06807

Signature of

Role Plan administrator
Date 2023-06-28
Name of individual signing MICHAEL MORGAN
Valid signature Filed with authorized/valid electronic signature
BURNHAM STERLING & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 272512353 2022-10-03 BURNHAM STERLING & COMPANY LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 2038624800
Plan sponsor’s address 29 RIVER RD, COS COB, CT, 06807

Signature of

Role Plan administrator
Date 2022-10-03
Name of individual signing MICHAEL MORGAN
Valid signature Filed with authorized/valid electronic signature
BURNHAM STERLING & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 272512353 2021-07-28 BURNHAM STERLING & COMPANY LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 2038624800
Plan sponsor’s address 29 RIVER RD, COS COB, CT, 06807

Signature of

Role Plan administrator
Date 2021-07-28
Name of individual signing MICHAEL MORGAN
Valid signature Filed with authorized/valid electronic signature
BURNHAM STERLING & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 272512353 2020-07-20 BURNHAM STERLING & COMPANY LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 2038624800
Plan sponsor’s address 29 RIVER RD, COS COB, CT, 06807

Signature of

Role Plan administrator
Date 2020-07-20
Name of individual signing MICHAEL MORGAN
Valid signature Filed with authorized/valid electronic signature
BURNHAM STERLING COMPANY LLC 401 K PROFIT SHARING PLAN TRUST 2018 272512353 2019-07-02 BURNHAM STERLING & COMPANY LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 2038624800
Plan sponsor’s address 29 RIVER RD, COS COB, CT, 06807

Signature of

Role Plan administrator
Date 2019-07-02
Name of individual signing MICHAEL MORGAN
Valid signature Filed with authorized/valid electronic signature
BURNHAM STERLING COMPANY LLC 401 K PROFIT SHARING PLAN TRUST 2017 272512353 2018-07-23 BURNHAM STERLING & COMPANY LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 2038624800
Plan sponsor’s address 29 RIVER RD, COS COB, CT, 06807

Signature of

Role Plan administrator
Date 2018-07-23
Name of individual signing MICHAEL MORGAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
BURNHAM STERLING GREENWICH LLC Agent

Officer

Name Role Business address Residence address
MICHAEL DICKEY MORGAN Officer 29 RIVER RD., COS COB, CT, 06807, United States 11 KENMARE ROAD, LARCHMONT, NY, 10538, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012188580 2024-01-19 No data Annual Report Annual Report No data
BF-0011183838 2023-01-23 No data Annual Report Annual Report No data
BF-0010249931 2022-04-06 No data Annual Report Annual Report 2022
0007182837 2021-02-22 No data Annual Report Annual Report 2021
0006787254 2020-02-26 No data Annual Report Annual Report 2020
0006392404 2019-02-19 No data Annual Report Annual Report 2019
0006010563 2018-01-16 No data Annual Report Annual Report 2018
0005827150 2017-04-26 No data Annual Report Annual Report 2017
0005554296 2016-05-02 No data Annual Report Annual Report 2016
0005319930 2015-04-21 No data Annual Report Annual Report 2015

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website