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YANKEE ADVISOR NETWORK, LLC

Headquarter

Company Details

Entity Name: YANKEE ADVISOR NETWORK, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 11 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
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: operations@yankeeadvisornetwork.com

Links between entities

Type Company Name Company Number State
Headquarter of YANKEE ADVISOR NETWORK, LLC, NEW YORK 3965804 NEW YORK

form 5500

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
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 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
FIDELITY SELF EMPLOYED 401K FIDELITY MANAGEMENT TRUST CO TRUSTEE YANKEE ADVISOR NETWORK 2018 272559894 2019-04-30 YANKEE ADVISOR NETWORK 3
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
FIDELITY SELF EMPLOYED 401K FIDELITY MANAGEMENT TRUST CO TRUSTEE YANKEE ADVISOR NETWORK 2017 272559894 2018-04-23 YANKEE ADVISOR NETWORK 3
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

Agent

Name Role Business address Mailing address Phone E-Mail 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

Officer

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

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: 25 Nov 2024

Sources: Connecticut's Official State Website