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BLUEPRINT FINANCIAL GROUP, LLC

Company Details

Entity Name: BLUEPRINT FINANCIAL GROUP, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report past due
Date Formed: 24 Aug 2011 (Companies founded in August 2011)
Business ALEI: 1046662
Annual report due: 31 Mar 2024
NAICS code: 523930 - Investment Advice
Business address: 162 East Avenue, Norwalk, CT, 06851, United States
Mailing address: 162 East Avenue, 2 B, Norwalk, CT, United States, 06851
ZIP code: 06851 (Companies in Fairfield, 06851)
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: rich@blueprintfg.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BLUEPRINT FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2023 061499139 2024-08-26 BLUEPRINT FINANCIAL GROUP LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2035574930
Plan sponsor’s address 162 EAST AVENUE, SUITE 2 B, NORWALK, CT, 06851

Signature of

Role Plan administrator
Date 2024-08-26
Name of individual signing RICHARD ELLER
Valid signature Filed with authorized/valid electronic signature
BLUEPRINT FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2022 061499139 2023-08-03 BLUEPRINT FINANCIAL GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2035574930
Plan sponsor’s address 162 EAST AVENUE, SUITE 2 B, NORWALK, CT, 06851

Signature of

Role Plan administrator
Date 2023-08-03
Name of individual signing RICHARD ELLER
Valid signature Filed with authorized/valid electronic signature
BLUEPRINT FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2021 061499139 2022-07-27 BLUEPRINT FINANCIAL GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2035574930
Plan sponsor’s address 162 EAST AVENUE, SUITE 2 B, NORWALK, CT, 06851

Signature of

Role Plan administrator
Date 2022-07-27
Name of individual signing RICHARD ELLER
Valid signature Filed with authorized/valid electronic signature
BLUEPRINT FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2016 061499139 2017-10-19 BLUEPRINT FINANCIAL GROUP LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2035574930
Plan sponsor’s address 19 LUDLOW RD STE 302, WESTPORT, CT, 06880

Signature of

Role Plan administrator
Date 2017-10-19
Name of individual signing RICHARD ELLER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
RICHARD ELLER Agent 162 East Avenue, 2 B, Norwalk, CT, 06851, United States 162 East Avenue, 2 B, Norwalk, CT, 06851, United States +1 203-249-0314 rich@blueprintfg.com 162 East Avenue, 2 B, Norwalk, CT, 06851, United States

Officer

Name Role Business address Phone E-Mail Residence address
RICHARD ELLER Officer 162 East Avenue, 2 B, Norwalk, CT, 06851, United States +1 203-249-0314 rich@blueprintfg.com 162 East Avenue, 2 B, Norwalk, CT, 06851, United States

History

Type Old value New value Date of change
Name change BLUEPRINT FINANCIAL ADVISORS, LLC BLUEPRINT FINANCIAL GROUP, LLC 2012-09-06
Name change BLUEPRINT FINANCIAL LLC BLUEPRINT FINANCIAL ADVISORS, LLC 2012-06-12

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0011428761 2023-06-22 No data Annual Report Annual Report No data
BF-0010550429 2023-06-22 No data Annual Report Annual Report No data
BF-0008615693 2022-04-11 No data Annual Report Annual Report 2016
BF-0008615691 2022-04-11 No data Annual Report Annual Report 2017
BF-0008615696 2022-04-11 No data Annual Report Annual Report 2018
BF-0008615694 2022-04-11 No data Annual Report Annual Report 2019
BF-0009349897 2022-04-11 No data Annual Report Annual Report 2014
BF-0008615695 2022-04-11 No data Annual Report Annual Report 2020
BF-0010063458 2022-04-11 No data Annual Report Annual Report No data
BF-0008615692 2022-04-11 No data Annual Report Annual Report 2015

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website