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THE WARNER GROUP, LLC.

Company Details

Entity Name: THE WARNER GROUP, LLC.
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 07 Jan 2014 (Companies founded in January 2014)
Business ALEI: 1128627
Annual report due: 31 Mar 2025
NAICS code: 921130 - Public Finance Activities
Business address: 869 Boston Post Rd, Madison, CT, 06443-3144, United States
Mailing address: 869 Boston Post Rd, Madison, CT, United States, 06443-3144
ZIP code: 06443 (Companies in New Haven, 06443)
County: New Haven
Place of Formation: CONNECTICUT
E-Mail: james.a.warner@lpl.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WARNER GROUP, LLC 401(K) PROFIT SHARING PLAN 2023 464401440 2024-05-14 WARNER GROUP, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2039292727
Plan sponsor’s address 1 ENTERPRISE DRIVE, SUITE 105, SHELTON, CT, 06484
WARNER GROUP, LLC 401(K) PROFIT SHARING PLAN 2022 464401440 2023-09-11 WARNER GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2039292727
Plan sponsor’s address 1 ENTERPRISE DRIVE, SUITE 105, SHELTON, CT, 06484
WARNER GROUP, LLC 401(K) PROFIT SHARING PLAN 2021 464401440 2022-08-15 WARNER GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2039292727
Plan sponsor’s address 1 ENTERPRISE DRIVE, SUITE 105, SHELTON, CT, 06484
WARNER GROUP, LLC 401(K) PROFIT SHARING PLAN 2020 464401440 2021-09-08 WARNER GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2039292727
Plan sponsor’s address 1 ENTERPRISE DRIVE, SUITE 105, SHELTON, CT, 06484
WARNER GROUP, LLC 401(K) PROFIT SHARING PLAN 2019 464401440 2020-09-29 WARNER GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2039292727
Plan sponsor’s address 1 ENTERPRISE DRIVE, SUITE 105, SHELTON, CT, 06484
WARNER GROUP, LLC 401(K) PROFIT SHARING PLAN 2018 464401440 2019-09-12 WARNER GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2039292727
Plan sponsor’s address 1 ENTERPRISE DRIVE, SUITE 105, SHELTON, CT, 06484

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JAMES A. WARNER Agent 869 Boston Post Rd, Madison, CT, 06443-3144, United States 869 Boston Post Rd, Madison, CT, 06443-3144, United States +1 203-668-3584 james.a.warner@lpl.com 100 ROCK HOUSE ROAD, EASTON, CT, 06612, United States

Officer

Name Role Business address Phone E-Mail Residence address
JAMES A. WARNER Officer ONE ENTERPRISE DRIVE, SHELTON, CT, 06484, United States +1 203-668-3584 james.a.warner@lpl.com 100 ROCK HOUSE ROAD, EASTON, CT, 06612, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012330890 2024-02-23 No data Annual Report Annual Report No data
BF-0011316580 2023-06-26 No data Annual Report Annual Report No data
BF-0010630444 2023-06-26 No data Annual Report Annual Report No data
BF-0009847247 2022-06-07 No data Annual Report Annual Report No data
BF-0009003059 2022-06-07 No data Annual Report Annual Report 2020
0006367608 2019-02-06 No data Annual Report Annual Report 2019
0006367603 2019-02-06 No data Annual Report Annual Report 2018
0006367599 2019-02-06 No data Annual Report Annual Report 2017
0005641703 2016-08-30 2016-08-30 Interim Notice Interim Notice No data
0005555980 2016-05-04 No data Annual Report Annual Report 2016

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website