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CEDAR POINT FINANCIAL SERVICES LLC

Company Details

Entity Name: CEDAR POINT FINANCIAL SERVICES LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 20 Dec 2010
Business ALEI: 1023598
Annual report due: 31 Mar 2025
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 8 WRIGHT STREET, 2ND FLOOR, WESTPORT, CT, 06880, United States
Mailing address: 8 WRIGHT STREET, 2ND FLOOR, WESTPORT, CT, United States, 06880
ZIP code: 06880
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: todd.robison@cedarpointfinancial.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CEDAR POINT FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2023 274584579 2024-09-20 CEDAR POINT FINANCIAL SERVICES LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2032224951
Plan sponsor’s address 10 WRIGHT STREET, 2ND FLOOR, WESTPORT, CT, 06880
CEDAR POINT FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2022 274584579 2023-10-03 CEDAR POINT FINANCIAL SERVICES LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2032224951
Plan sponsor’s address 8 WRIGHT STREET, 2ND FLOOR, WESTPORT, CT, 06880
CEDAR POINT FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2021 274584579 2022-09-23 CEDAR POINT FINANCIAL SERVICES LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2032224951
Plan sponsor’s address 8 WRIGHT STREET, 2ND FLOOR, WESTPORT, CT, 06880
CEDAR POINT FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2020 274584579 2021-09-02 CEDAR POINT FINANCIAL SERVICES LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2032224951
Plan sponsor’s address 10 WRIGHT STREET, 2ND FLOOR, WESTPORT, CT, 06880
CEDAR POINT FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2019 274584579 2020-09-14 CEDAR POINT FINANCIAL SERVICES LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2032224951
Plan sponsor’s address 10 WRIGHT STREET, 2ND FLOOR, WESTPORT, CT, 06880
CEDAR POINT FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2018 274584579 2019-10-09 CEDAR POINT FINANCIAL SERVICES LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2032224951
Plan sponsor’s address 10 WRIGHT STREET, 2ND FLOOR, WESTPORT, CT, 06880
CEDAR POINT FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2017 274584579 2018-10-04 CEDAR POINT FINANCIAL SERVICES LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2032224951
Plan sponsor’s address 10 WRIGHT STREET, 2ND FLOOR, WESTPORT, CT, 06880
CEDAR POINT FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2016 274584579 2017-10-12 CEDAR POINT FINANCIAL SERVICES LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2032224951
Plan sponsor’s address 10 WRIGHT STREET, 2ND FLOOR, WESTPORT, CT, 06880
CEDAR POINT FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN 2015 274584579 2016-10-14 CEDAR POINT FINANCIAL SERVICES LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2032224951
Plan sponsor’s address 10 WRIGHT STREET, 2ND FLOOR, WESTPORT, CT, 06880

Signature of

Role Plan administrator
Date 2016-10-14
Name of individual signing TODD ROBISON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
TODD N. ROBISON Agent 8 WRIGHT STREET, 2ND FLOOR, WESTPORT, CT, 06880, United States 8 WRIGHT STREET, WESTPORT, CT, 06880, United States +1 914-393-2973 todd.robison@cedarpointfinancial.com 14 NORWALK AVENUE, WESTPORT, CT, 06880, United States

Officer

Name Role Business address Phone E-Mail Residence address
TODD N. ROBISON Officer 8 WRIGHT STREET, 2ND FLOOR, WESTPORT, CT, 06880, United States +1 914-393-2973 todd.robison@cedarpointfinancial.com 14 NORWALK AVENUE, WESTPORT, CT, 06880, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012054689 2024-03-16 No data Annual Report Annual Report No data
BF-0011423245 2023-01-16 No data Annual Report Annual Report No data
BF-0010370517 2022-02-28 No data Annual Report Annual Report 2022
0007264717 2021-03-29 No data Annual Report Annual Report 2021
0006777138 2020-02-24 No data Annual Report Annual Report 2020
0006440781 2019-03-11 No data Annual Report Annual Report 2019
0006331984 2019-01-22 No data Annual Report Annual Report 2018
0006006269 2018-01-13 No data Annual Report Annual Report 2016
0006006271 2018-01-13 No data Annual Report Annual Report 2017
0005509121 2016-03-09 No data Annual Report Annual Report 2015

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website