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HALSEY ASSOCIATES, INC.

Company Details

Entity Name: HALSEY ASSOCIATES, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Merged
Date Formed: 19 May 2015 (Companies founded in May 2015)
Business ALEI: 1175453
Annual report due: 19 May 2020
Business address: 265 CHURCH STREET SUITE 1006, NEW HAVEN, CT, 06510, United States
Mailing address: 265 CHURCH STREET SUITE 1006, NEW HAVEN, CT, United States, 06510
ZIP code: 06510 (Companies in New Haven, 06510)
County: New Haven
Place of Formation: CONNECTICUT
Total authorized shares: 1000
E-Mail: Compliancemail@cscinfo.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HALSEY ASSOCIATES, INC. SAVINGS & PROFIT SHARING PLAN 2014 060972080 2015-11-18 HALSEY ASSOCIATES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 523900
Sponsor’s telephone number 2037720740
Plan sponsor’s address 234 CHURCH STREET, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2015-11-17
Name of individual signing KENNETH JULIAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-11-17
Name of individual signing KENNETH JULIAN
Valid signature Filed with authorized/valid electronic signature
HALSEY ASSOCIATES, INC. SAVINGS & PROFIT SHARING PLAN 2014 060972080 2015-01-21 HALSEY ASSOCIATES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 523900
Sponsor’s telephone number 2037720740
Plan sponsor’s address 234 CHURCH STREET, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2015-01-21
Name of individual signing KENNETH JULIAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-01-21
Name of individual signing KENNETH JULIAN
Valid signature Filed with authorized/valid electronic signature
HALSEY ASSOCIATES, INC. SAVINGS & PROFIT SHARING PLAN 2013 060972080 2014-05-15 HALSEY ASSOCIATES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 523900
Sponsor’s telephone number 2037720740
Plan sponsor’s address 234 CHURCH STREET, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2014-05-02
Name of individual signing KENNETH JULIAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-05-02
Name of individual signing KENNETH JULIAN
Valid signature Filed with authorized/valid electronic signature
HALSEY ASSOCIATES, INC. SAVINGS & PROFIT SHARING PLAN 2012 060972080 2013-05-20 HALSEY ASSOCIATES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 523900
Sponsor’s telephone number 2037720740
Plan sponsor’s address 234 CHURCH STREET, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2013-05-20
Name of individual signing KENNETH JULIAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-05-20
Name of individual signing KENNETH JULIAN
Valid signature Filed with authorized/valid electronic signature
HALSEY ASSOCIATES, INC. SAVINGS & PROFIT SHARING PLAN 2011 060972080 2012-07-03 HALSEY ASSOCIATES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 523900
Sponsor’s telephone number 2037720740
Plan sponsor’s address 234 CHURCH STREET, NEW HAVEN, CT, 06510

Plan administrator’s name and address
Administrator’s EIN 060972080
Plan administrator’s name HALSEY ASSOCIATES, INC.
Plan administrator’s address 234 CHURCH STREET, NEW HAVEN, CT, 06510
Administrator’s telephone number 2037720740

Signature of
Role Plan administrator
Date 2012-07-02
Name of individual signing KENNETH JULIAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-07-02
Name of individual signing KENNETH JULIAN
Valid signature Filed with authorized/valid electronic signature
HALSEY ASSOCIATES, INC. SAVINGS & PROFIT SHARING PLAN 2010 060972080 2011-07-13 HALSEY ASSOCIATES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 523900
Sponsor’s telephone number 2037720740
Plan sponsor’s address 234 CHURCH STREET, NEW HAVEN, CT, 06510

Plan administrator’s name and address
Administrator’s EIN 060972080
Plan administrator’s name HALSEY ASSOCIATES, INC.
Plan administrator’s address 234 CHURCH STREET, NEW HAVEN, CT, 06510
Administrator’s telephone number 2037720740

Signature of
Role Plan administrator
Date 2011-07-13
Name of individual signing KENNETH JULIAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-13
Name of individual signing KENNETH JULIAN
Valid signature Filed with authorized/valid electronic signature
HALSEY ASSOCIATES, INC. SAVINGS & PROFIT SHARING PLAN 2009 060972080 2010-09-15 HALSEY ASSOCIATES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 523900
Sponsor’s telephone number 2037720740
Plan sponsor’s address 234 CHURCH STREET, NEW HAVEN, CT, 06510

Plan administrator’s name and address
Administrator’s EIN 060972080
Plan administrator’s name HALSEY ASSOCIATES, INC.
Plan administrator’s address 234 CHURCH STREET, NEW HAVEN, CT, 06510
Administrator’s telephone number 2037720740

Signature of
Role Plan administrator
Date 2010-08-24
Name of individual signing KENNETH JULIAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-08-24
Name of individual signing KENNETH JULIAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
CORPORATION SERVICE COMPANY Agent

Officer

Name Role Business address Residence address
MARK K.W. GIM Officer 23 BROAD STREET, WESTERLY, RI, 02891, United States 23 BROAD STREET, WESTERLY, RI, 02891, United States
EDWARD O. HANDY III Officer 23 BROAD STREET, WESTERLY, RI, 02891, United States 23 BROAD STREET, WESTERLY, RI, 02891, United States
RONALD S. OHSBERG Officer 23 BROAD STREET, WESTERLY, RI, 02891, United States 23 BROAD STREET, WESTERLY, RI, 02891, United States
KATHLEEN A. RYAN Officer 23 BROAD STREET, WESTERLY, RI, 02891, United States 23 BROAD STREET, WESTERLY, RI, 02891, United States
KENNETH J. JULIAN Officer 265 CHURCH STREET, SUITE 1006, NEW HAVEN, CT, 06510, United States 215 BROOKE MEADOW ROAD, KENSINGTON, CT, 06037, United States
NICOLE M. TREMBLAY Officer 100 WILLIAM STREET, SUITE 200, WELLESLEY, MA, 02481, United States 100 WILLIAM STREET, SUITE 200, WELLESLEY, MA, 02481, United States
JAMES S. ZOLDY JR. Officer 265 CHURCH STREET, SUITE 1006, NEW HAVEN, CT, 06510, United States 40 OTIS DRIVE, WATERTOWN, CT, 06795, United States

History

Type Old value New value Date of change
Name change WT ACQUISITION, INC. HALSEY ASSOCIATES, INC. 2015-08-03

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0010467984 2022-01-14 2022-01-14 Mass Agent Change � Address Agent Address Change No data
0006946948 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006952529 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006650577 2019-09-25 2019-10-01 Merger Certificate of Merger No data
0006559493 2019-05-16 No data Annual Report Annual Report 2019
0006152139 2018-04-04 No data Annual Report Annual Report 2018
0005833170 2017-05-04 No data Change of Business Address Business Address Change No data
0005833227 2017-05-04 No data Annual Report Annual Report 2017
0005495503 2016-02-26 2016-02-26 First Report Organization and First Report No data
0005374997 2015-07-31 2015-08-01 Merger Certificate of Merger No data

Related by officers

MARK K.W. GIM

THE WASHINGTON TRUST COMPANY, OF WESTERLY

EDWARD O. HANDY III

WASHINGTON TRUST MORTGAGE COMPANY LLC PAWCATUCK PROPERTY MANAGEMENT, INC. THE WASHINGTON TRUST COMPANY, OF WESTERLY

RONALD S. OHSBERG

WASHINGTON TRUST MORTGAGE COMPANY LLC THE WASHINGTON TRUST COMPANY, OF WESTERLY WASHINGTON TRUST ADVISORS, INC.

KATHLEEN A. RYAN

WASHINGTON TRUST ADVISORS, INC.

KENNETH J. JULIAN

HALSEY ASSOCIATES, INCORPORATED

JAMES S. ZOLDY JR.

HALSEY ASSOCIATES, INCORPORATED

Related by address

No related companies by address

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website

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