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BRIGGS WEALTH MANAGEMENT, INC.

Company Details

Entity Name: BRIGGS WEALTH MANAGEMENT, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Date Formed: 19 Mar 2014 (Companies founded in March 2014)
Business ALEI: 1136540
Annual report due: 19 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 59 SYCAMORE ST, GLASTONBURY, CT, 06033, United States
Mailing address: 59 SYCAMORE ST, GLASTONBURY, CT, United States, 06033
ZIP code: 06033 (Companies in Hartford, 06033)
County: Hartford
Place of Formation: CONNECTICUT
Total authorized shares: 500
E-Mail: mark@briggswealthmgmt.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BRIGGS WEALTH MANAGEMENT 401(K) PLAN 2023 464817979 2024-04-09 BRIGGS WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8606338988
Plan sponsor’s address 59 SYCAMORE STREET, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2024-04-09
Name of individual signing MARK BRIGGS
Valid signature Filed with authorized/valid electronic signature
BRIGGS WEALTH MANAGEMENT 401(K) PLAN 2022 464817979 2023-03-14 BRIGGS WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8606338988
Plan sponsor’s address 59 SYCAMORE STREET, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2023-03-14
Name of individual signing MARK BRIGGS
Valid signature Filed with authorized/valid electronic signature
BRIGGS WEALTH MANAGEMENT 401(K) PLAN 2021 464817979 2022-04-22 BRIGGS WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8606338988
Plan sponsor’s address 59 SYCAMORE STREET, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2022-04-22
Name of individual signing MARK BRIGGS
Valid signature Filed with authorized/valid electronic signature
BRIGGS WEALTH MANAGEMENT 401(K) PLAN 2020 464817979 2021-06-15 BRIGGS WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8606338988
Plan sponsor’s address 59 SYCAMORE STREET, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2021-06-15
Name of individual signing MARK BRIGGS
Valid signature Filed with authorized/valid electronic signature
BRIGGS WEALTH MANAGEMENT 401(K) PLAN 2019 464817979 2020-02-06 BRIGGS WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8606338988
Plan sponsor’s address 59 SYCAMORE STREET, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2020-02-06
Name of individual signing MARK BRIGGS
Valid signature Filed with authorized/valid electronic signature
BRIGGS WEALTH MANAGEMENT 401(K) PLAN 2018 464817979 2019-02-26 BRIGGS WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8606338988
Plan sponsor’s address 59 SYCAMORE STREET, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2019-02-26
Name of individual signing MARK BRIGGS
Valid signature Filed with authorized/valid electronic signature
BRIGGS WEALTH MANAGEMENT 401(K) PLAN 2017 464817979 2018-05-08 BRIGGS WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8606338988
Plan sponsor’s address 59 SYCAMORE STREET, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2018-05-08
Name of individual signing MARK BRIGGS
Valid signature Filed with authorized/valid electronic signature
BRIGGS WEALTH MANAGEMENT 401(K) PLAN 2016 464817979 2017-03-08 BRIGGS WEALTH MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8606338988
Plan sponsor’s address 59 SYCAMORE STREET, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2017-03-08
Name of individual signing MARK BRIGGS
Valid signature Filed with authorized/valid electronic signature
BRIGGS WEALTH MANAGEMENT 401(K) PLAN 2015 464817979 2016-02-24 BRIGGS WEALTH MANAGEMENT, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8606338988
Plan sponsor’s address 59 SYCAMORE STREET, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2016-02-24
Name of individual signing MARK BRIGGS
Valid signature Filed with authorized/valid electronic signature
BRIGGS WEALTH MANAGEMENT 401(K) PLAN 2014 464817979 2015-03-16 BRIGGS WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 8606338988
Plan sponsor’s address 59 SYCAMORE STREET, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2015-03-16
Name of individual signing MARK BRIGGS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
Alter, Pearson & Hope, LLC Agent

Officer

Name Role Business address Residence address
MARK BRIGGS Officer 59 SYCAMORE ST, GLASTONBURY, CT, 06033, United States 86 Cables Ave, Waterbury, CT, 06710-1603, United States
LESLIE BRIGGS Officer 59 SYCAMORE ST, GLASTONBURY, CT, 06033, United States 216 CARRIAGE DR., GLASTONBURY, CT, 06033, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
CPAP.0005389 CERTIFIED PUBLIC ACCOUNTING FIRM ACTIVE CURRENT 2015-11-09 2024-01-01 2024-12-31

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012229708 2024-02-19 No data Annual Report Annual Report No data
BF-0011195917 2023-03-06 No data Annual Report Annual Report No data
BF-0010260554 2022-03-03 No data Annual Report Annual Report 2022
0007220718 2021-03-11 No data Annual Report Annual Report 2021
0006781901 2020-02-25 No data Annual Report Annual Report 2020
0006432907 2019-03-07 No data Annual Report Annual Report 2019
0006158133 2018-04-10 No data Annual Report Annual Report 2018
0005806708 2017-04-03 No data Annual Report Annual Report 2017
0005520470 2016-03-23 No data Annual Report Annual Report 2016
0005297497 2015-03-16 No data Annual Report Annual Report 2015

Related by officers

MARK BRIGGS

STAYWELL HEALTH CARE, INC. WHITING FARMS COMMONS CONDOMINIUM ASSOCIATION, INC. DAKOTA MURRAY REAL ESTATE HOLDINGS, LLC VALIDITY, INC. BRIGGS WEALTH MANAGEMENT, LLC

LESLIE BRIGGS

DAKOTA MURRAY REAL ESTATE HOLDINGS, LLC

Related by address

59 SYCAMORE ST, GLASTONBURY, CT, 06033, United States

DAKOTA MURRAY REAL ESTATE HOLDINGS, LLC

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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