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BOOKSMART BOOKKEEPING AND CONSULTING LLC

Company Details

Entity Name: BOOKSMART BOOKKEEPING AND CONSULTING LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 01 Jul 2013 (Companies founded in July 2013)
Business ALEI: 1111905
Annual report due: 31 Mar 2025
NAICS code: 541219 - Other Accounting Services
Business address: 296 COX ROAD, PORTLAND, CT, 06480, United States
Mailing address: 296 COX RD, PORTLAND, CT, United States, 06480
ZIP code: 06480 (Companies in Middlesex, 06480)
County: Middlesex
Place of Formation: CONNECTICUT
E-Mail: heather@booksmartbookkeepingct.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BOOKSMART BOOKKEEPING AND CONSULTING LLC 401(K) PLAN 2023 462995240 2024-05-09 BOOKSMART BOOKKEEPING AND CONSULTING LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 541219
Sponsor’s telephone number 8603372112
Plan sponsor’s address 296 COX RD, PORTLAND, CT, 06480

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-09
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
BOOKSMART BOOKKEEPING AND CONSULTING LLC 401(K) PLAN 2022 462995240 2023-05-30 BOOKSMART BOOKKEEPING AND CONSULTING LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 541219
Sponsor’s telephone number 8603372112
Plan sponsor’s address 296 COX RD, PORTLAND, CT, 06480

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-30
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Heather DaMotta Agent 296 COX ROAD, PORTLAND, CT, 06480, United States 296 COX ROAD, PORTLAND, CT, 06480, United States +1 860-227-7096 heather@booksmartbookkeepingct.com 296 COX ROAD, PORTLAND, CT, 06480, United States

Officer

Name Role Residence address
HEATHER DAMOTTA Officer CONNECTICUT, 296 COX ROAD, PORTLAND, CT, 06480, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012241624 2024-01-13 No data Annual Report Annual Report No data
BF-0011303498 2023-01-12 No data Annual Report Annual Report No data
BF-0010531239 2022-06-28 No data Annual Report Annual Report No data
BF-0009792791 2022-03-06 No data Annual Report Annual Report No data
0006992186 2020-09-28 No data Annual Report Annual Report 2020
0006654612 2019-10-03 No data Annual Report Annual Report 2017
0006654616 2019-10-03 No data Annual Report Annual Report 2019
0006654614 2019-10-03 No data Annual Report Annual Report 2018
0005782457 2017-03-04 No data Annual Report Annual Report 2016
0005782456 2017-03-04 No data Annual Report Annual Report 2015

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website