Search icon

BEACON 401K ADVISORS, LLC

Company Details

Entity Name: BEACON 401K ADVISORS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 07 Dec 2011
Business ALEI: 1055558
Annual report due: 31 Mar 2025
NAICS code: 523999 - Miscellaneous Financial Investment Activities
Business address: 20 Rennison Road, Trumbull, CT, 06611, United States
Mailing address: 20 Rennison Road, 20 Rennison Road, Trumbull, CT, United States, 06611
ZIP code: 06611
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: l.agler@beacon401kadvisors.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BEACON 401K ADVISORS, LLC 401(K) P/S PLAN 2023 454008412 2024-07-26 BEACON 401K ADVISORS, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8602884144
Plan sponsor’s address 20 RENNISON RD, TRUMBULL, CT, 06611

Plan administrator’s name and address

Administrator’s EIN 842925395
Plan administrator’s name 401GO, INC.
Plan administrator’s address 8427 OLD BINGHAM HWY, WEST JORDAN, UT, 84088
Administrator’s telephone number 8012142125

Signature of

Role Plan administrator
Date 2024-07-26
Name of individual signing FIDUCIARY ASSISTANCE
Valid signature Filed with authorized/valid electronic signature
BEACON 401K ADVISORS, LLC 401(K) P/S PLAN 2022 454008412 2023-08-11 BEACON 401K ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8602884144
Plan sponsor’s address 20 RENNISON RD, TRUMBULL, CT, 06611

Plan administrator’s name and address

Administrator’s EIN 454008412
Plan administrator’s name BEACON 401K ADVISORS, LLC
Plan administrator’s address 20 RENNISON RD, TRUMBULL, CT, 06611
Administrator’s telephone number 8602884144

Signature of

Role Plan administrator
Date 2023-08-11
Name of individual signing LAWRENCE AGLER
Valid signature Filed with authorized/valid electronic signature
BEACON 401K ADVISORS, LLC 401(K) P/S PLAN 2021 454008412 2022-05-05 BEACON 401K ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8602884144
Plan sponsor’s address 477 MAIN ST, MONROE, CT, 06468

Plan administrator’s name and address

Administrator’s EIN 454008412
Plan administrator’s name BEACON 401K ADVISORS, LLC
Plan administrator’s address 477 MAIN ST, MONROE, CT, 06468
Administrator’s telephone number 8602884144

Signature of

Role Plan administrator
Date 2022-05-05
Name of individual signing LAWRENCE AGLER
Valid signature Filed with authorized/valid electronic signature
BEACON 401K ADVISORS, LLC 401(K) P/S PLAN 2020 454008412 2021-05-13 BEACON 401K ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8602884144
Plan sponsor’s address 477 MAIN ST, MONROE, CT, 06468

Plan administrator’s name and address

Administrator’s EIN 454008412
Plan administrator’s name BEACON 401K ADVISORS, LLC
Plan administrator’s address 477 MAIN ST, MONROE, CT, 06468
Administrator’s telephone number 8602884144

Signature of

Role Plan administrator
Date 2021-05-13
Name of individual signing LAWRENCE AGLER
Valid signature Filed with authorized/valid electronic signature
BEACON 401K ADVISORS, LLC 401(K) P/S PLAN 2019 454008412 2020-05-04 BEACON 401K ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8602884144
Plan sponsor’s address 477 MAIN ST, MONROE, CT, 06468

Plan administrator’s name and address

Administrator’s EIN 454008412
Plan administrator’s name BEACON 401K ADVISORS, LLC
Plan administrator’s address 477 MAIN ST, MONROE, CT, 06468
Administrator’s telephone number 8602884144

Signature of

Role Plan administrator
Date 2020-05-04
Name of individual signing LAWRENCE AGLER
Valid signature Filed with authorized/valid electronic signature
BEACON 401K ADVISORS, LLC 401(K) P/S PLAN 2018 454008412 2019-03-08 BEACON 401K ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8602884144
Plan sponsor’s address 477 MAIN ST, MONROE, CT, 06468

Plan administrator’s name and address

Administrator’s EIN 454008412
Plan administrator’s name BEACON 401K ADVISORS, LLC
Plan administrator’s address 477 MAIN ST, MONROE, CT, 06468
Administrator’s telephone number 8602884144

Signature of

Role Plan administrator
Date 2019-03-08
Name of individual signing LAWRENCE AGLER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
UNITED STATES CORPORATION AGENTS, INC. Agent

Officer

Name Role Business address Residence address
LAWRENCE JAY AGLER Officer 20 Rennison Road, Trumbull, CT, 06611, United States 20 Rennison Road, Trumbull, CT, 06611, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012296960 2024-01-08 No data Annual Report Annual Report No data
BF-0011427414 2023-03-07 No data Annual Report Annual Report No data
BF-0010232723 2022-03-28 No data Annual Report Annual Report 2022
0007143546 2021-02-10 No data Annual Report Annual Report 2021
0006748072 2020-02-10 No data Annual Report Annual Report 2020
0006302220 2019-01-02 No data Annual Report Annual Report 2019
0006010083 2018-01-16 No data Annual Report Annual Report 2018
0005970128 2017-11-21 No data Annual Report Annual Report 2017
0005703710 2016-11-28 No data Annual Report Annual Report 2016
0005430185 2015-11-16 No data Annual Report Annual Report 2015

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website