| Entity Name: | SOUND GENERATIONAL WEALTH, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 03 Jan 2012 (Companies founded in January 2012) |
| Business ALEI: | 1057353 |
| Annual report due: | 03 Jan 2025 |
| NAICS code: | 524298 - All Other Insurance Related Activities |
| Business address: | 36 PARK PLACE, BRANFORD, CT, 06405, United States |
| Mailing address: | 36 PARK PLACE, BRANFORD, CT, United States, 06405 |
| ZIP code: | 06405 (Companies in New Haven, 06405) |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 5000 |
| E-Mail: | calculate1@gmail.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SOUND GENERATIONAL WEALTH 401(K) PS PLAN | 2023 | 454125938 | 2024-04-29 | SOUND GENERATIONAL WEALTH, INC. | 4 | |||||||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-04-29 |
| Name of individual signing | MEAGAN DEJESUS |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-04-29 |
| Name of individual signing | MEAGAN DEJESUS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 2034884488 |
| Plan sponsor’s address | 36 PARK PL, BRANFORD, CT, 06405 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-15 |
| Name of individual signing | MEAGAN DEJESUS |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-06-15 |
| Name of individual signing | MEAGAN DEJESUS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 2034884488 |
| Plan sponsor’s address | 36 PARK PL, BRANFORD, CT, 06405 |
Signature of
| Role | Plan administrator |
| Date | 2022-09-30 |
| Name of individual signing | MEAGAN DEJESUS |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-09-30 |
| Name of individual signing | MEAGAN DEJESUS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 2034884488 |
| Plan sponsor’s address | 36 PARK PL, BRANFORD, CT, 06405 |
Signature of
| Role | Plan administrator |
| Date | 2021-09-21 |
| Name of individual signing | MEAGAN DEJESUS |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2021-09-21 |
| Name of individual signing | MEAGAN DEJESUS |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| MEAGAN DEJESUS | Agent | 36 PARK PLACE, BRANFORD, CT, 06405, United States | 36 PARK PLACE, BRANFORD, CT, 06405, United States | +1 203-488-4488 | CALCULATE1@GMAIL.COM | 348 Peddlers Road, GUILFORD, CT, 06437, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| MEAGAN DEJESUS | Officer | 36 PARK PLACE, BRANFORD, CT, 06405, United States | +1 203-488-4488 | CALCULATE1@GMAIL.COM | 348 Peddlers Road, GUILFORD, CT, 06437, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | BULLARD FINANCIAL GROUP, INC. | SOUND GENERATIONAL WEALTH, INC. | 2020-11-16 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012298302 | 2023-12-05 | No data | Annual Report | Annual Report | No data |
| BF-0011427807 | 2022-12-20 | No data | Annual Report | Annual Report | No data |
| BF-0010174413 | 2022-02-05 | No data | Annual Report | Annual Report | 2022 |
| 0007201272 | 2021-03-03 | No data | Annual Report | Annual Report | 2021 |
| 0007022479 | 2020-11-16 | 2020-11-16 | Amendment | Amend Name | No data |
| 0006735120 | 2020-01-27 | No data | Annual Report | Annual Report | 2020 |
| 0006297623 | 2018-12-22 | No data | Annual Report | Annual Report | 2019 |
| 0006110981 | 2018-03-07 | No data | Annual Report | Annual Report | 2018 |
| 0005735970 | 2017-01-11 | No data | Annual Report | Annual Report | 2017 |
| 0005500607 | 2016-03-03 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
