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BEIRNE WEALTH CONSULTING, LLC

Company Details

Entity Name: BEIRNE WEALTH CONSULTING, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Revoked
Date Formed: 24 Jan 2012
Business ALEI: 1060115
Business address: 2711 CENTERVILLE RD STE 400, WILMINGTON, DE, 19808
Mailing address: 3 ENTERPRISE DRIVE SUITE 410, SHELTON, CT, 06484
Mailing jurisdiction address: 2711 CENTERVILLE RD STE 400, WILMINGTON, DE, 19808,
Office jurisdiction address: 3 ENTERPRISE DRIVE SUITE 410, SHELTON, CT, 06484,
Place of Formation: DELAWARE
E-Mail: jshannon@beirnewealth.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BWC RETIREMENT SAVINGS PLAN 2017 383860919 2018-05-07 BEIRNE WEALTH CONSULTING, LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-05-01
Business code 523900
Sponsor’s telephone number 2037018606
Plan sponsor’s address 3 ENTERPRISE DRIVE, 4TH FLOOR, SUITE 410, SHELTON, CT, 06484

Signature of

Role Plan administrator
Date 2018-05-07
Name of individual signing JAMES BETZIG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-07
Name of individual signing JAMES BETZIG
Valid signature Filed with authorized/valid electronic signature
BWC RETIREMENT SAVINGS PLAN 2016 383860919 2017-09-21 BEIRNE WEALTH CONSULTING, LLC 19
Three-digit plan number (PN) 001
Effective date of plan 2012-05-01
Business code 523900
Sponsor’s telephone number 2037018606
Plan sponsor’s address 3 ENTERPRISE DRIVE, 4TH FLOOR, SUITE 410, SHELTON, CT, 06484

Signature of

Role Plan administrator
Date 2017-09-21
Name of individual signing JAMES BETZIG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-09-21
Name of individual signing JAMES BETZIG
Valid signature Filed with authorized/valid electronic signature
BWC RETIREMENT SAVINGS PLAN 2016 383860919 2017-12-15 BEIRNE WEALTH CONSULTING, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-05-01
Business code 523900
Sponsor’s telephone number 2037018606
Plan sponsor’s address 3 ENTERPRISE DRIVE, 4TH FLOOR, SUITE 410, SHELTON, CT, 06484

Signature of

Role Plan administrator
Date 2017-12-13
Name of individual signing JAMES BETZIG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-12-13
Name of individual signing JAMES BETZIG
Valid signature Filed with authorized/valid electronic signature
BWC RETIREMENT SAVINGS PLAN 2015 383860919 2016-07-22 BEIRNE WEALTH CONSULTING, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-05-01
Business code 523900
Sponsor’s telephone number 2037018606
Plan sponsor’s address 612 WHEELER FARMS RD, MILFORD, CT, 06461

Signature of

Role Plan administrator
Date 2016-07-22
Name of individual signing ASHLEY LYNCH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-22
Name of individual signing ASHLEY LYNCH
Valid signature Filed with authorized/valid electronic signature
BWC RETIREMENT SAVINGS PLAN 2014 383860919 2015-09-23 BEIRNE WEALTH CONSULTING, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-05-01
Business code 523900
Sponsor’s telephone number 2037018606
Plan sponsor’s address 612 WHEELER FARMS RD, MILFORD, CT, 06461

Signature of

Role Plan administrator
Date 2015-09-23
Name of individual signing JIM BETZIG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-09-23
Name of individual signing JIM BETZIG
Valid signature Filed with authorized/valid electronic signature
BWC RETIREMENT SAVINGS PLAN 2012 383860919 2013-10-03 BEIRNE WEALTH CONSULTING, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-05-01
Business code 523900
Sponsor’s telephone number 2037018606
Plan sponsor’s address 612 WHEELERS FARMS ROAD, MILFORD, CT, 06461

Signature of

Role Plan administrator
Date 2013-10-03
Name of individual signing JAMES BETZIG
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address E-Mail
Secretary of State Agent 165 Capitol Ave., P.O. BOX 150470, Hartford, CT, 06115-0470, United States jshannon@beirnewealth.com

Officer

Name Role Business address Residence address
JOHN BEIRNE Officer 3 ENTERPRISE DRIVE, SUITE 410, SHELTON, CT, 06484, United States 133 CORAM LN, ORANGE, CT, 06477, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0011958118 2023-09-05 No data Administrative Dissolution Certificate of Dissolution/Revocation No data
BF-0011829182 2023-06-01 No data Administrative Dissolution Notice of Intent to Dissolve/Revoke No data
0006013673 2018-01-17 No data Annual Report Annual Report 2018
0005735330 2017-01-11 No data Annual Report Annual Report 2017
0005511604 2016-03-11 No data Annual Report Annual Report 2016
0005284888 2015-02-25 No data Annual Report Annual Report 2015
0005284886 2015-02-25 No data Annual Report Annual Report 2014
0005284884 2015-02-25 No data Annual Report Annual Report 2013
0004515584 2012-01-24 No data Business Registration Certificate of Registration No data

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website