| Entity Name: | YANKEE ADVISOR NETWORK, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 11 May 2010 (Companies founded in May 2010) |
| Business ALEI: | 1004488 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 524210 - Insurance Agencies and Brokerages |
| Business address: | 14 CHURCH HILL ROAD SUITE A4, NEWTOWN, CT, 06470, United States |
| Mailing address: | 14 CHURCH HILL ROAD SUITE A4, NEWTOWN, CT, United States, 06470 |
| ZIP code: | 06470 (Companies in Fairfield, 06470) |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | operations@yankeeadvisornetwork.com |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | YANKEE ADVISOR NETWORK, LLC | 3965804 | NEW YORK |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| YANKEE ADVISOR NETWORK 401K PLAN | 2019 | 272559894 | 2020-07-21 | YANKEE ADVISOR NETWORK | 3 | |||||||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2020-07-21 |
| Name of individual signing | NOAH SCHWARTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2020-07-21 |
| Name of individual signing | NOAH SCHWARTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2011-12-12 |
| Business code | 524210 |
| Sponsor’s telephone number | 2038032626 |
| Plan sponsor’s address | 14 CHURCH HILL RD STE A4, NEWTOWN, CT, 064701640 |
Signature of
| Role | Plan administrator |
| Date | 2019-04-30 |
| Name of individual signing | NOAH SCHWARTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2019-04-30 |
| Name of individual signing | NOAH SCHWARTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2011-12-12 |
| Business code | 524210 |
| Sponsor’s telephone number | 2038032626 |
| Plan sponsor’s address | 75 GLEN RD STE 207, SANDY HOOK, CT, 064821176 |
Signature of
| Role | Plan administrator |
| Date | 2018-04-23 |
| Name of individual signing | NOAH SCHWARTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| LISA A. WABISZCZEW ATTORNEY | Agent | 150 PROSPECT ST, WATERBURY, CT, 06710, United States | 150 PROSPECT ST, WATERBURY, CT, 06710, United States | +1 203-573-1117 | operations@yankeeadvisornetwork.com | CONNECTICUT, 256 PEACH ORCHARD RD, SOUTHBURY, CT, 06488, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| NOAH D. SCHWARTZ | Officer | 14 Church Hill Rd, A4, Newtown, CT, 06470-1640, United States | 256 PEACH ORCHARD, SOUTHBURY, CT, 06488, United States |
| DAVID TAFUTO | Officer | 14 Church Hill Rd, Newtown, CT, 06470-1640, United States | 9 Clapboard Ridge Rd, Sandy Hook, CT, 06482-1580, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012155005 | 2024-03-01 | No data | Annual Report | Annual Report | No data |
| BF-0011182874 | 2023-01-13 | No data | Annual Report | Annual Report | No data |
| BF-0010301361 | 2022-02-17 | No data | Annual Report | Annual Report | 2022 |
| 0007091525 | 2021-02-01 | No data | Annual Report | Annual Report | 2021 |
| 0006749914 | 2020-02-10 | No data | Annual Report | Annual Report | 2020 |
| 0006381026 | 2019-02-13 | No data | Annual Report | Annual Report | 2019 |
| 0006304992 | 2019-01-03 | 2019-01-03 | Change of Business Address | Business Address Change | No data |
| 0006074593 | 2018-02-13 | No data | Annual Report | Annual Report | 2018 |
| 0005846426 | 2017-05-18 | No data | Annual Report | Annual Report | 2017 |
| 0005743488 | 2017-01-18 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
