| Entity Name: | PILLAR PLAN FINANCIAL, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 20 Mar 2013 (Companies founded in March 2013) |
| Business ALEI: | 1100323 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 345 Highland Avenue, Cheshire, CT, 06410, United States |
| Mailing address: | 345 Highland Avenue, 101, Cheshire, CT, United States, 06410 |
| ZIP code: | 06410 (Companies in New Haven, 06410) |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | chadcartier@pillarplanfinancial.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PILLAR PLAN FINANCIAL 401(K) PLAN | 2023 | 462355447 | 2024-07-30 | PILLAR PLAN FINANCIAL | 0 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-07-30 |
| Name of individual signing | CHAD CARTIER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| MICHAEL G. MILAZZO | Agent | 41 TRUMBULL STREET, NEW HAVEN, CT, 06510, United States | 41 TRUMBULL STREET, NEW HAVEN, CT, 06510, United States | +1 203-435-1635 | michaelmilazzo@comcast.net | 70 SWARTHMORE STREET, HAMDEN, CT, 06517, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| CHAD E. CARTIER | Officer | 345 Highland Ave, 101, Cheshire, CT, 06410, United States | 7 ROBINSON RD. APT J, ROCKY HILL, CT, 06067, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012256345 | 2024-03-29 | No data | Annual Report | Annual Report | No data |
| BF-0011307270 | 2023-01-30 | No data | Annual Report | Annual Report | No data |
| BF-0010189933 | 2022-04-18 | No data | Annual Report | Annual Report | 2022 |
| BF-0009400548 | 2021-11-18 | No data | Annual Report | Annual Report | 2020 |
| BF-0009400522 | 2021-11-18 | No data | Annual Report | Annual Report | 2019 |
| BF-0009400538 | 2021-11-18 | No data | Annual Report | Annual Report | 2018 |
| BF-0009400521 | 2021-11-18 | No data | Annual Report | Annual Report | 2014 |
| BF-0009400523 | 2021-11-18 | No data | Annual Report | Annual Report | 2016 |
| BF-0009400541 | 2021-11-18 | No data | Annual Report | Annual Report | 2017 |
| BF-0009400524 | 2021-11-18 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 04 Nov 2024
Sources: Connecticut's Official State Website
