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Rolleri & Sheppard CPAS, LLP

Company Details

Entity Name: Rolleri & Sheppard CPAS, LLP
Jurisdiction: Connecticut
Legal type: LLP
Citizenship: Domestic
Status: Active
Date Formed: 04 Jan 2013 (Companies founded in January 2013)
Business ALEI: 1092746
Annual report due: 04 Jan 2025
NAICS code: 541211 - Offices of Certified Public Accountants
Business address: 2150 POST ROAD, 5th Floor, FAIRFIELD, CT, 06824, United States
Mailing address: 1499 POST ROAD SUITE 1040, FAIRFIELD, CT, United States, 06824
ZIP code: 06824 (Companies in Fairfield, 06824)
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: jck@rollerisheppardcpas.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROLLERI & SHEPPARD CPAS, LLP 401(K) PROFIT SHARING PLAN 2023 061156122 2024-10-01 ROLLERI & SHEPPARD CPAS, LLP 25
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 2032592727
Plan sponsor’s address 2150 POST ROAD 5TH FLOOR, FAIRFIELD, CT, 06824
ROLLERI & SHEPPARD CPAS, LLP RETIREMENT PLAN 2023 061156122 2024-10-01 ROLLERI & SHEPPARD CPAS, LLP 15
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 2032592727
Plan sponsor’s address 2150 POST ROAD 5TH FLOOR, FAIRFIELD, CT, 06824
ROLLERI & SHEPPARD CPAS, LLP 401(K) PROFIT SHARING PLAN 2022 061156122 2023-10-04 ROLLERI & SHEPPARD CPAS, LLP 21
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 2032592727
Plan sponsor’s address 2150 POST ROAD 5TH FLOOR, FAIRFIELD, CT, 06824
ROLLERI & SHEPPARD CPAS, LLP RETIREMENT PLAN 2022 061156122 2023-09-12 ROLLERI & SHEPPARD CPAS, LLP 16
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 2032592727
Plan sponsor’s address 2150 POST ROAD 5TH FLOOR, FAIRFIELD, CT, 06824
KNIGHT ROLLERI SHEPPARD CPAS, LLP RETIREMENT PLAN 2021 061156122 2022-10-07 KNIGHT ROLLERI SHEPPARD CPAS, LLP 13
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 2032592727
Plan sponsor’s address 2150 POST ROAD 5TH FLOOR, FAIRFIELD, CT, 06824
KNIGHT ROLLERI SHEPPARD CPAS, LLP RETIREMENT PLAN 2021 061156122 2023-09-12 KNIGHT ROLLERI SHEPPARD CPAS, LLP 13
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 2032592727
Plan sponsor’s address 2150 POST ROAD 5TH FLOOR, FAIRFIELD, CT, 06824
KNIGHT ROLLERI SHEPPARD CPAS, LLP 401(K) PROFIT SHARING PLAN 2021 061156122 2022-10-06 KNIGHT ROLLERI SHEPPARD CPAS, LLP 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 2032592727
Plan sponsor’s address 2150 POST ROAD 5TH FLOOR, FAIRFIELD, CT, 06824
KNIGHT ROLLERI SHEPPARD CPAS, LLP 401(K) PROFIT SHARING PLAN 2020 061156122 2021-09-15 KNIGHT ROLLERI SHEPPARD CPAS, LLP 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 2032592727
Plan sponsor’s address 1499 POST ROAD, P.O. BOX 139, SUITE 1040, FAIRFIELD, CT, 06824
KNIGHT ROLLERI SHEPPARD CPAS, LLP RETIREMENT PLAN 2020 061156122 2021-09-15 KNIGHT ROLLERI SHEPPARD CPAS, LLP 14
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Business code 541211
Sponsor’s telephone number 2032592727
Plan sponsor’s address 1499 POST ROAD, P.O. BOX 139, SUITE 1040, FAIRFIELD, CT, 06824
KNIGHT ROLLERI SHEPPARD CPAS, LLP 401(K) PROFIT SHARING PLAN 2019 061156122 2020-10-08 KNIGHT ROLLERI SHEPPARD CPAS, LLP 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1987-01-01
Business code 541211
Sponsor’s telephone number 2032592727
Plan sponsor’s address 1499 POST ROAD, P.O. BOX 139, SUITE 1040, FAIRFIELD, CT, 06824

Agent

Name Role Business address E-Mail Residence address
RYAN C. SHEPPARD Agent 1499 POST ROAD, SUITE 1040, FAIRFIELD, CT, 06824, United States DMK@KRSCPASLLP.COM 39 PINTO LANE, MONROE, CT, 06468, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
CPAP.0005858 CERTIFIED PUBLIC ACCOUNTING FIRM ACTIVE CURRENT 2024-01-08 2024-01-08 2024-12-31
CPAP.0005207 CERTIFIED PUBLIC ACCOUNTING FIRM INACTIVE WITHDRAWN 2013-06-26 2024-01-01 2024-12-31
CPAP.0005150 CERTIFIED PUBLIC ACCOUNTING FIRM INACTIVE LAPSED 2012-09-25 2013-01-01 2013-12-31

History

Type Old value New value Date of change
Name change KNIGHT ROLLERI SHEPPARD CPAS LLP Rolleri & Sheppard CPAS, LLP 2022-08-31

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012098890 2023-12-18 No data Annual Report Annual Report No data
BF-0012497842 2023-12-18 2023-12-18 Change of Business Address Business Address Change No data
BF-0011546273 2022-12-29 2022-12-29 Change of Email Address Business Email Address Change No data
BF-0011296114 2022-12-29 No data Annual Report Annual Report No data
BF-0010993489 2022-08-31 2022-08-31 Amendment Certificate of Amendment No data
BF-0010174887 2022-01-14 No data Annual Report Annual Report 2022
0007334602 2021-05-13 No data Annual Report Annual Report 2021
0007075973 2021-01-22 No data Annual Report Annual Report 2020
0006297631 2018-12-22 No data Annual Report Annual Report 2019
0006218815 2018-07-19 No data Annual Report Annual Report 2017

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website