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BEIRNE WEALTH CONSULTING SERVICES, LLC

Company Details

Entity Name: BEIRNE WEALTH CONSULTING SERVICES, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Date Formed: 01 Mar 2013 (Companies founded in March 2013)
Business ALEI: 1098676
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 3 ENTERPRISE DR SUITE 410, SHELTON, CT, 06484, United States
Mailing address: 3 ENTERPRISE DR SUITE 410, SHELTON, CT, United States, 06484
ZIP code: 06484 (Companies in Fairfield, 06484)
County: Fairfield
Place of Formation: DELAWARE
E-Mail: CLS-CTARMSevidence@wolterskluwer.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BEIRNE WEALTH CONSULTING SERVICES, LLC CASH BALANCE PENSION PLAN 2023 371707957 2024-09-10 BEIRNE WEALTH CONSULTING SERVICES, LLC 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
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 2024-09-10
Name of individual signing JOHN BEIRNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-10
Name of individual signing JOHN BEIRNE
Valid signature Filed with authorized/valid electronic signature
BWC RETIREMENT SAVINGS PLAN 2023 371707957 2024-05-07 BEIRNE WEALTH CONSULTING SERVICES, LLC 10
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 2024-05-07
Name of individual signing JOHN BEIRNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-07
Name of individual signing JOHN BEIRNE
Valid signature Filed with authorized/valid electronic signature
BEIRNE WEALTH CONSULTING SERVICES, LLC CASH BALANCE PENSION PLAN 2022 371707957 2023-09-19 BEIRNE WEALTH CONSULTING SERVICES, LLC 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
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 2023-09-19
Name of individual signing JOHN BEIRNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-19
Name of individual signing JOHN BEIRNE
Valid signature Filed with authorized/valid electronic signature
BWC RETIREMENT SAVINGS PLAN 2022 371707957 2023-06-14 BEIRNE WEALTH CONSULTING SERVICES, LLC 13
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 2023-06-14
Name of individual signing JOHN BEIRNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-14
Name of individual signing JOHN BEIRNE
Valid signature Filed with authorized/valid electronic signature
BEIRNE WEALTH CONSULTING SERVICES, LLC CASH BALANCE PENSION PLAN 2021 371707957 2022-09-20 BEIRNE WEALTH CONSULTING SERVICES, LLC 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
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 2022-09-20
Name of individual signing JOHN BEIRNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-20
Name of individual signing JOHN BEIRNE
Valid signature Filed with authorized/valid electronic signature
BWC RETIREMENT SAVINGS PLAN 2021 371707957 2022-06-08 BEIRNE WEALTH CONSULTING SERVICES, LLC 12
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 2022-06-08
Name of individual signing JOHN BEIRNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-08
Name of individual signing JOHN BEIRNE
Valid signature Filed with authorized/valid electronic signature
BWC RETIREMENT SAVINGS PLAN 2020 371707957 2021-07-14 BEIRNE WEALTH CONSULTING SERVICES, LLC 14
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 2021-07-14
Name of individual signing RICHARD DEFRANCESCO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-14
Name of individual signing RICHARD DEFRANCESCO
Valid signature Filed with authorized/valid electronic signature
BEIRNE WEALTH CONSULTING SERVICES, LLC CASH BALANCE PENSION PLAN 2020 371707957 2021-09-20 BEIRNE WEALTH CONSULTING SERVICES, LLC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
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 2021-09-20
Name of individual signing JOHN BEIRNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-09-20
Name of individual signing JOHN BEIRNE
Valid signature Filed with authorized/valid electronic signature
BEIRNE WEALTH CONSULTING SERVICES, LLC CASH BALANCE PENSION PLAN 2019 371707957 2020-10-09 BEIRNE WEALTH CONSULTING SERVICES, LLC 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
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 2020-10-09
Name of individual signing JOHN BEIRNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-09
Name of individual signing JOHN BEIRNE
Valid signature Filed with authorized/valid electronic signature
BWC RETIREMENT SAVINGS PLAN 2019 371707957 2020-09-21 BEIRNE WEALTH CONSULTING SERVICES, LLC 14
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 2020-09-17
Name of individual signing JOHN BEIRNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-17
Name of individual signing JOHN BEIRNE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
C T CORPORATION SYSTEM Agent

Officer

Name Role Business address Residence address
John-Oliver Beirne Officer 94 Southfield Ave Apt 204, Stamford, CT, 06902-7625, United States 94 Southfield Ave Apt 204, Stamford, CT, 06902-7625, United States
JOHN ANTHONY BEIRNE JR. Officer 110 Toteka Cir, Jupiter, FL, 33458-7729, United States 3 ENTERPRISE DR SUITE 410, SHELTON, CT, 06484, United States
RICHARD DEFRANCESCOJR. Officer 18 Fox Hill Rd, North Haven, CT, 06473, United States 18 Fox Hill Rd, North Haven, CT, 06473, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012255848 2024-03-22 No data Annual Report Annual Report No data
BF-0011308082 2023-03-01 No data Annual Report Annual Report No data
BF-0010356885 2022-02-08 No data Annual Report Annual Report 2022
0007171450 2021-02-17 No data Annual Report Annual Report 2021
0006743846 2020-02-06 No data Annual Report Annual Report 2020
0006372775 2019-02-08 No data Annual Report Annual Report 2019
0006288829 2018-12-05 2018-12-05 Change of Agent Agent Change No data
0006240644 2018-08-31 2018-08-31 Change of Agent Agent Change No data
0006240544 2018-08-31 2018-08-31 Change of Business Address Business Address Change No data
0006240547 2018-08-31 2018-08-31 Interim Notice Interim Notice No data

Related by officers

JOHN ANTHONY BEIRNE JR.

BFI1, LLC

Related by address

No related companies by address

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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