| Entity Name: | JASON HALPERT & ASSOCIATES, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 14 Aug 2013 |
| Business ALEI: | 1116475 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 524210 - Insurance Agencies and Brokerages |
| Business address: | 30 SUFFIELD STREET, WINDSOR LOCKS, CT, 06096, United States |
| Mailing address: | 30 SUFFIELD STREET, WINDSOR LOCKS, CT, United States, 06096 |
| ZIP code: | 06096 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | jason@halpertinsurance.com |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | JASON HALPERT & ASSOCIATES, LLC, NEW YORK | 4704599 | NEW YORK |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JASON HALPERT & ASSOCIATES, LLC 401(K) PLAN | 2018 | 463550509 | 2019-04-04 | JASON HALPERT & ASSOCIATES, LLC | 4 | |||||||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2019-04-04 |
| Name of individual signing | JASON HALPERT |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2019-04-04 |
| Name of individual signing | JASON HALPERT |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-01-01 |
| Business code | 524140 |
| Sponsor’s telephone number | 8606404805 |
| Plan sponsor’s address | 30 SUFFIELD STREET, WINDSOR LOCKS, CT, 06096 |
Signature of
| Role | Plan administrator |
| Date | 2019-11-12 |
| Name of individual signing | JASON HALPERT |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2019-11-12 |
| Name of individual signing | JASON HALPERT |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| JOHN E WEBBER | Agent | 126 PALISADO AVE, WINDSOR, CT, 06095, United States | 126 PALISADO AVE, WINDSOR, CT, 06095, United States | +1 860-683-1507 | jwebber@webberlawoffice.com | 80 PIENNA BLVD, WINDSOR, CT, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| JASON HALPERT | Officer | 30 SUFFIELD STREET, WINDSOR LOCKS, CT, 06096, United States | 122 MOODY RD, ENFIELD, CT, 06082, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012252226 | 2024-01-11 | No data | Annual Report | Annual Report | No data |
| BF-0011317556 | 2023-01-20 | No data | Annual Report | Annual Report | No data |
| BF-0010277183 | 2022-02-16 | No data | Annual Report | Annual Report | 2022 |
| 0007092474 | 2021-02-01 | No data | Annual Report | Annual Report | 2021 |
| 0006858987 | 2020-03-31 | No data | Annual Report | Annual Report | 2020 |
| 0006386073 | 2019-02-16 | No data | Annual Report | Annual Report | 2019 |
| 0006030886 | 2018-01-24 | No data | Annual Report | Annual Report | 2018 |
| 0005900216 | 2017-08-01 | No data | Annual Report | Annual Report | 2017 |
| 0005798421 | 2017-03-21 | No data | Annual Report | Annual Report | 2016 |
| 0005621983 | 2016-08-05 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
