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  5. GATEWAY FINANCIAL PARTNERS, LLC

GATEWAY FINANCIAL PARTNERS, LLC

Company Details

Entity Name: GATEWAY FINANCIAL PARTNERS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 11 Dec 2013
Business ALEI: 1127278
Annual report due: 31 Mar 2025
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 455 Winding Brook Dr, Glastonbury, CT, 06033-4315, United States
Mailing address: P.O. BOX 1032, GLASTONBURY, CT, United States, 06033
ZIP code: 06033
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: dwood@mygfpartner.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GATEWAY 401K PLAN 2021 464402476 2022-08-26 GATEWAY FINANCIAL PARTNERS, LLC 11
File View Page
Three-digit plan number (PN) 339
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8606524360
Plan sponsor’s address P.O. BOX 1032, 500 WINDING BROOK DR., GLASTONBURY, CT, 06033

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2022-08-26
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature
GATEWAY 401K PLAN 2020 464402476 2021-10-03 GATEWAY FINANCIAL PARTNERS, LLC 11
File View Page
Three-digit plan number (PN) 339
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8606524360
Plan sponsor’s address P.O. BOX 1032, 500 WINDING BROOK DR., GLASTONBURY, CT, 06033

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2021-10-03
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature
GATEWAY 401K PLAN 2019 464402476 2020-10-06 GATEWAY FINANCIAL PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 339
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8606524360
Plan sponsor’s address P.O. BOX 1032, 500 WINDING BROOK DR., GLASTONBURY, CT, 06033

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2020-10-06
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature
GATEWAY 401K PLAN 2018 464402476 2019-06-03 GATEWAY FINANCIAL PARTNERS, LLC 9
File View Page
Three-digit plan number (PN) 339
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8606524360
Plan sponsor’s address P.O. BOX 1032, 500 WINDING BROOK DR., GLASTONBURY, CT, 06033

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2019-06-03
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature
GATEWAY 401K PLAN 2017 464402476 2019-05-30 GATEWAY FINANCIAL PARTNERS, LLC 10
File View Page
Three-digit plan number (PN) 339
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8606524360
Plan sponsor’s address P.O. BOX 1032, 500 WINDING BROOK DR., GLASTONBURY, CT, 06033

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2019-05-30
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature
GATEWAY 401K PLAN 2017 464402476 2018-07-02 GATEWAY FINANCIAL PARTNERS, LLC 10
Three-digit plan number (PN) 339
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8606524360
Plan sponsor’s address P.O. BOX 1032, 500 WINDING BROOK DR., GLASTONBURY, CT, 06033

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2018-07-02
Name of individual signing T R BICK
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
DAVID WOOD Agent 455 Winding Brook Dr, Glastonbury, CT, 06033-4315, United States 455 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033, United States +1 860-335-4181 dwood@mygfpartner.com 61 FOREST PARK, SPRINGFIELD, MA, 01108, United States

Officer

Name Role Business address Phone E-Mail Residence address
DAVID WOOD Officer 500 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033, United States +1 860-335-4181 dwood@mygfpartner.com 61 FOREST PARK, SPRINGFIELD, MA, 01108, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012094628 2024-03-11 No data Annual Report Annual Report No data
BF-0011311822 2023-02-14 No data Annual Report Annual Report No data
BF-0010286045 2022-02-26 No data Annual Report Annual Report 2022
0007091125 2021-02-01 No data Annual Report Annual Report 2021
0006872837 2020-04-03 No data Annual Report Annual Report 2020
0006872827 2020-04-03 No data Annual Report Annual Report 2018
0006872822 2020-04-03 No data Annual Report Annual Report 2017
0006872829 2020-04-03 No data Annual Report Annual Report 2019
0005716673 2016-12-12 No data Annual Report Annual Report 2016
0005716671 2016-12-12 No data Annual Report Annual Report 2014

Related by officers

DAVID WOOD

POSITIVE MOMENTUM, INC. INSTITUTE FOR ETHICS AND EMERGING TECHNOLOGIES INC. GATEWAY ADVISORY GROUP, LLC SCI BPO LLC MAKETHEALIST, INC. DAVID WOOD LLC DWOOD GROUP, LLC WOMEN'S INDEPENDENCE NETWORK, INC. BLUEFISH ADVISOR MARKETING LLC WOOD & SON, LLC

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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