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PELOTON EQUITY, LLC

Company Details

Entity Name: PELOTON EQUITY, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 30 Jul 2014
Business ALEI: 1145106
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 66 FIELD POINT DRIVE, 2ND FLOOR, GREENWICH, CT, 06830, United States
Mailing address: 66 FIELD POINT DRIVE, 2ND FLOOR, GREENWICH, CT, United States, 06830
ZIP code: 06830
County: Fairfield
Place of Formation: DELAWARE
E-Mail: CLS-CTARMSevidence@wolterskluwer.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PELOTON EQUITY LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 810810978 2024-05-21 PELOTON EQUITY LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 2035328039
Plan sponsor’s address 66 FIELD POINT RD, # 2, GREENWICH, CT, 068306473

Signature of

Role Plan administrator
Date 2024-05-21
Name of individual signing NICOLE SANSONE
Valid signature Filed with authorized/valid electronic signature
PELOTON EQUITY LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 810810978 2023-06-06 PELOTON EQUITY LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 2035328039
Plan sponsor’s address 66 FIELD POINT RD, # 2, GREENWICH, CT, 068306473

Signature of

Role Plan administrator
Date 2023-06-06
Name of individual signing NICOLE SANSONE
Valid signature Filed with authorized/valid electronic signature
PELOTON EQUITY LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 810810978 2022-05-11 PELOTON EQUITY LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 2035328039
Plan sponsor’s address 66 FIELD POINT RD, # 2, GREENWICH, CT, 068306473

Signature of

Role Plan administrator
Date 2022-05-11
Name of individual signing NICOLE SANSONE, CFO
Valid signature Filed with authorized/valid electronic signature
PELOTON EQUITY LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 810810978 2021-05-20 PELOTON EQUITY LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 2035328039
Plan sponsor’s address 66 FIELD POINT RD, # 2, GREENWICH, CT, 068306473

Signature of

Role Plan administrator
Date 2021-05-20
Name of individual signing NICOLE SANSONE
Valid signature Filed with authorized/valid electronic signature
PELOTON EQUITY LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 810810978 2020-06-18 PELOTON EQUITY LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 2035328039
Plan sponsor’s address 66 FIELD POINT RD # 2, GREENWICH, CT, 068306473

Signature of

Role Plan administrator
Date 2020-06-18
Name of individual signing NICOLE SANSONE
Valid signature Filed with authorized/valid electronic signature
PELOTON EQUITY LLC 401 K PROFIT SHARING PLAN TRUST 2018 810810978 2019-05-29 PELOTON EQUITY LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 2035328039
Plan sponsor’s address 66 FIELD POINT RD, SECOND FLOOR, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2019-05-29
Name of individual signing NICOLE SANSONE
Valid signature Filed with authorized/valid electronic signature
PELOTON EQUITY LLC 401 K PROFIT SHARING PLAN TRUST 2017 810810978 2018-05-18 PELOTON EQUITY LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 812990
Sponsor’s telephone number 2035328039
Plan sponsor’s address 10 GLENVILLE ST, GREENWICH, CT, 06831

Signature of

Role Plan administrator
Date 2018-05-18
Name of individual signing NICOLE SANSONE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
C T CORPORATION SYSTEM Agent

Officer

Name Role Business address Residence address
CARLOS FERRER Officer 66 FIELD POINT DRIVE, 2ND FLOOR, GREENWICH, CT, 06830, United States Peloton Equity, LLC, 66 FIELD POINT DRIVE, 2ND FLOOR, GREENWICH, CT, 06830, United States
Theodore Lundberg Officer 66 FIELD POINT DRIVE, 2ND FLOOR, GREENWICH, CT, 06830, United States 74 Morningside Drive South, Westport, CT, 06880, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012229768 2024-03-11 No data Annual Report Annual Report No data
BF-0011319269 2023-03-02 No data Annual Report Annual Report No data
BF-0010378915 2022-01-27 No data Annual Report Annual Report 2022
0007176951 2021-02-19 No data Annual Report Annual Report 2021
0006852388 2020-03-28 No data Annual Report Annual Report 2020
0006363747 2019-02-05 No data Annual Report Annual Report 2019
0006090293 2018-02-21 No data Annual Report Annual Report 2018
0005886642 2017-07-12 No data Annual Report Annual Report 2017
0005595178 2016-07-01 No data Annual Report Annual Report 2016
0005362056 2015-07-08 No data Annual Report Annual Report 2015

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website