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  5. ARBOR ADVISORY GROUP, LLC

ARBOR ADVISORY GROUP, LLC

Company Details

Entity Name: ARBOR ADVISORY GROUP, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 10 Oct 2013
Business ALEI: 1121241
Annual report due: 31 Mar 2025
NAICS code: 541611 - Administrative Management and General Management Consulting Services
Business address: 57 GREENS FARMS ROAD SECOND FLOOR, WESTPORT, CT, 06880, United States
Mailing address: 57 GREENS FARMS ROAD SECOND FLOOR, WESTPORT, CT, United States, 06880
ZIP code: 06880
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: sam.levenson@arboradvisorygroup.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ARBOR ADVISORY GROUP, LLC 401(K) PLAN 2023 463825525 2024-09-24 ARBOR ADVISORY GROUP, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 2033072250
Plan sponsor’s address 57 GREENS FARMS ROAD, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2024-09-24
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-24
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature
ARBOR ADVISORY GROUP, LLC CASH BALANCE PENSION PLAN 2023 463825525 2024-09-25 ARBOR ADVISORY GROUP, LLC 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 2033072250
Plan sponsor’s address 57 GREENS FARMS ROAD, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2024-09-25
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-25
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature
ARBOR ADVISORY GROUP, LLC 401(K) PLAN 2022 463825525 2023-09-15 ARBOR ADVISORY GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 2033072250
Plan sponsor’s address 57 GREENS FARMS ROAD, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2023-09-15
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-15
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature
ARBOR ADVISORY GROUP, LLC CASH BALANCE PENSION PLAN 2022 463825525 2023-10-13 ARBOR ADVISORY GROUP, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 2033072250
Plan sponsor’s address 57 GREENS FARMS ROAD, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2023-10-13
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-13
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature
ARBOR ADVISORY GROUP, LLC 401(K) PLAN 2021 463825525 2022-07-20 ARBOR ADVISORY GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 2033072250
Plan sponsor’s address 57 GREENS FARMS ROAD, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2022-07-20
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-20
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature
ARBOR ADVISORY GROUP, LLC CASH BALANCE PENSION PLAN 2021 463825525 2022-09-09 ARBOR ADVISORY GROUP, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 2033072250
Plan sponsor’s address 57 GREENS FARMS ROAD, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2022-09-09
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-09
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature
ARBOR ADVISORY GROUP, LLC 401(K) PLAN 2020 463825525 2021-05-11 ARBOR ADVISORY GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 2033072250
Plan sponsor’s address 57 GREENS FARMS ROAD, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2021-05-11
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-11
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature
ARBOR ADVISORY GROUP, LLC CASH BALANCE PENSION PLAN 2020 463825525 2021-10-06 ARBOR ADVISORY GROUP, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 2033072250
Plan sponsor’s address 57 GREENS FARMS ROAD, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2021-10-06
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-06
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature
ARBOR ADVISORY GROUP, LLC 401(K) PLAN 2019 463825525 2020-04-30 ARBOR ADVISORY GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 2033072250
Plan sponsor’s address 57 GREENS FARMS ROAD, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2020-04-30
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-04-30
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature
ARBOR ADVISORY GROUP, LLC CASH BALANCE PENSION PLAN 2019 463825525 2020-10-14 ARBOR ADVISORY GROUP, LLC 0
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 2033072250
Plan sponsor’s address 57 GREENS FARMS ROAD, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2020-10-14
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-14
Name of individual signing SAMUEL LEVENSON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
BRODY WILKINSON PC Agent

Officer

Name Role Business address Residence address
SAMUEL J. LEVENSON Officer 57 GREENS FARMS ROAD, SECOND FLOOR, WESTPORT, CT, 06880, United States 165 IMPERIAL AVENUE, WESTPORT, CT, 06880, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012329760 2024-03-30 No data Annual Report Annual Report No data
BF-0011311306 2023-01-25 No data Annual Report Annual Report No data
BF-0010290303 2022-03-31 No data Annual Report Annual Report 2022
0007087503 2021-01-29 No data Annual Report Annual Report 2021
0006735735 2020-01-28 No data Annual Report Annual Report 2020
0006384231 2019-02-14 No data Annual Report Annual Report 2019
0006384222 2019-02-14 No data Annual Report Annual Report 2017
0006384223 2019-02-14 No data Annual Report Annual Report 2018
0006384216 2019-02-14 No data Annual Report Annual Report 2016
0005430711 2015-11-16 No data Annual Report Annual Report 2015

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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