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CARTA FUND SERVICES, LLC

Company Details

Entity Name: CARTA FUND SERVICES, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Dissolved
Date Formed: 15 May 2013
Date of dissolution: 28 Sep 2023
Business ALEI: 1106823
NAICS code: 541219 - Other Accounting Services
Business address: 25 LYNCH BROOK LANE, RIDGEFIELD, CT, 06877, United States
Mailing address: 25 LYNCH BROOK LANE, RIDGEFIELD, CT, United States, 06877
ZIP code: 06877
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: backer254@gmail.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CARTA FUND SERVICES, LLC 401(K) PROFIT SHARING PLA 2016 462876827 2017-10-02 CARTA FUND SERVICES, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 813000
Sponsor’s telephone number 2033096104
Plan sponsor’s address 9 OLD KINGS HIGHWAY SOUTH, 3RD FLOOR, DARIEN, CT, 06820
CARTA FUND SERVICES, LLC 401(K) PROFIT SHARING PLAN 2016 462876827 2019-12-16 CARTA FUND SERVICES, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 813000
Sponsor’s telephone number 2033096104
Plan sponsor’s address 9 OLD KINGS HWY S 3RD FL, DARIEN, CT, 068204505

Signature of

Role Plan administrator
Date 2019-12-16
Name of individual signing ANGELA RUDIN
Valid signature Filed with authorized/valid electronic signature
CARTA FUND SERVICES, LLC 401(K) PROFIT SHARING PLA 2015 462876827 2016-09-02 CARTA FUND SERVICES, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 813000
Sponsor’s telephone number 2033096104
Plan sponsor’s address 9 OLD KINGS HIGHWAY SOUTH, 3RD FLOOR, DARIEN, CT, 06820

Signature of

Role Plan administrator
Date 2016-09-02
Name of individual signing MICHAEL TRINKAUS
Valid signature Filed with authorized/valid electronic signature
CARTA FUND SERVICES, LLC 401(K) PROFIT SHARING PLAN 2015 462876827 2019-12-13 CARTA FUND SERVICES, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 813000
Sponsor’s telephone number 2033096104
Plan sponsor’s address 9 OLD KINGS HWY S 3RD FL, DARIEN, CT, 068204505

Signature of

Role Plan administrator
Date 2019-12-13
Name of individual signing ANGELA RUDIN
Valid signature Filed with authorized/valid electronic signature
CARTA FUND SERVICES, LLC 401(K) PROFIT SHARING PL 2014 462876827 2015-10-15 CARTA FUND SERVICES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 813000
Sponsor’s telephone number 2033096104
Plan sponsor’s address 9 OLD KINGS HIGHWAY SOUTH, 3RD FLOOR, DARIEN, CT, 06820

Signature of

Role Plan administrator
Date 2015-10-15
Name of individual signing MICHAEL TRINKAUS
Valid signature Filed with authorized/valid electronic signature
CARTA FUND SERVICES, LLC 401(K) PROFIT SHARING PL 2013 462876827 2014-09-29 CARTA FUND SERVICES, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-07-01
Business code 813000
Sponsor’s telephone number 2033096104
Plan sponsor’s address 9 OLD KINGS HIGHWAY SOUTH, 3RD FLOOR, DARIEN, CT, 06820

Signature of

Role Plan administrator
Date 2014-09-29
Name of individual signing MICHAEL TRINKAUS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
MICHAEL TRINKAUS II Agent 25 LYNCH BROOK LANE, RIDGEFIELD, CT, 06877, United States 25 LYNCH BROOK LANE, RIDGEFIELD, CT, 06877, United States +1 203-434-1529 backer254@gmail.com 25 LYNCH BROOK LANE, RIDGEFIELD, CT, 06877, United States

Officer

Name Role Business address Phone E-Mail Residence address
MICHAEL TRINKAUS II Officer 25 LYNCH BROOK LANE, RIDGEFIELD, CT, 06877, United States +1 203-434-1529 backer254@gmail.com 25 LYNCH BROOK LANE, RIDGEFIELD, CT, 06877, United States
ALETHEA TRINKAUS Officer 25 LYNCH BROOK LANE, RIDGEFIELD, CT, 06877, United States No data No data 25 LYNCH BROOK LANE, RIDGEFIELD, CT, 06877, United States

History

Type Old value New value Date of change
Name change ACCUFIN INTEGRATED SOLUTIONS, LLC CARTA FUND SERVICES, LLC 2013-05-24

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012000780 2023-09-28 2023-09-28 Dissolution Certificate of Dissolution No data
BF-0008325296 2023-09-19 No data Annual Report Annual Report 2020
BF-0010817602 2023-09-19 No data Annual Report Annual Report No data
BF-0009836084 2023-09-19 No data Annual Report Annual Report No data
BF-0011299311 2023-09-19 No data Annual Report Annual Report No data
BF-0011896421 2023-07-24 No data Administrative Dissolution Notice of Intent to Dissolve/Revoke No data
0006690648 2019-12-04 No data Annual Report Annual Report 2019
0006690645 2019-12-04 No data Annual Report Annual Report 2018
0005845989 2017-05-18 No data Annual Report Annual Report 2017
0005744008 2017-01-18 No data Annual Report Annual Report 2016

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website