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STONE ARCH WEALTH ADVISORS, LLC

Company Details

Entity Name: STONE ARCH WEALTH ADVISORS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 27 Jul 2016 (Companies founded in July 2016)
Business ALEI: 1212871
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 78 BEAVER ROAD, WETHERSFIELD, CT, 06109, United States
Mailing address: 78 BEAVER ROAD, 2C, WETHERSFIELD, CT, United States, 06109
ZIP code: 06109 (Companies in Hartford, 06109)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: david@stonearchwealth.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STONE ARCH WEALTH ADVISORS 401K PLAN 2023 813379193 2024-10-14 STONE ARCH WEALTH ADVISORS 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 8608352724
Plan sponsor’s address 78 BEAVER ROAD, SUITE 2C, WETHERSFIELD, CT, 06109

Signature of

Role Plan administrator
Date 2024-10-14
Name of individual signing DAVID PRIMOZICH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-14
Name of individual signing DAVID PRIMOZICH
Valid signature Filed with authorized/valid electronic signature
STONE ARCH WEALTH ADVISORS 401K PLAN 2022 813379193 2023-10-05 STONE ARCH WEALTH ADVISORS 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 8608352724
Plan sponsor’s address 78 BEAVER ROAD, SUITE 2C, WETHERSFIELD, CT, 06109
STONE ARCH WEALTH ADVISORS 401K PLAN 2021 813379193 2022-10-13 STONE ARCH WEALTH ADVISORS 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 8608352724
Plan sponsor’s address 78 BEAVER ROAD, SUITE 2C, WETHERSFIELD, CT, 06109
STONE ARCH WEALTH ADVISORS 401K PLAN 2020 813379193 2021-10-06 STONE ARCH WEALTH ADVISORS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 8608352724
Plan sponsor’s address 78 BEAVER ROAD, SUITE 2C, WETHERSFIELD, CT, 06109
STONE ARCH WEALTH ADVISORS 401K PLAN 2019 813379193 2020-10-06 STONE ARCH WEALTH ADVISORS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 8608352724
Plan sponsor’s address 78 BEAVER ROAD, SUITE 2C, WETHERSFIELD, CT, 06109
STONE ARCH WEALTH ADVISORS 401K PLAN 2018 813379193 2019-10-12 STONE ARCH WEALTH ADVISORS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 8608352724
Plan sponsor’s address 78 BEAVER ROAD, SUITE 2C, WETHERSFIELD, CT, 06109
STONE ARCH WEALTH ADVISORS 401K PLAN 2017 813379193 2018-10-08 STONE ARCH WEALTH ADVISORS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 8608352724
Plan sponsor’s address 78 BEAVER ROAD, SUITE 2C, WETHERSFIELD, CT, 06109
STONE ARCH WEALTH ADVISORS 401K PLAN 2016 813379193 2017-10-16 STONE ARCH WEALTH ADVISORS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 8608352724
Plan sponsor’s address 78 BEAVER ROAD, SUITE 2C, WETHERSFIELD, CT, 06109

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
DAVID PRIMOZICH Agent 78 BEAVER ROAD, WETHERSFIELD, CT, 06109, United States 78 BEAVER ROAD, WETHERSFIELD, CT, 06109, United States +1 860-305-6809 david@stonearchwealth.com 547 BELL STREET, GLASTONBURY, CT, 06033, United States

Officer

Name Role Phone E-Mail Residence address
DAVID PRIMOZICH Officer +1 860-305-6809 david@stonearchwealth.com 547 BELL STREET, GLASTONBURY, CT, 06033, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0011461052 2024-03-29 No data Annual Report Annual Report No data
BF-0012257268 2024-03-29 No data Annual Report Annual Report No data
BF-0010901674 2022-08-09 No data Annual Report Annual Report No data
BF-0009181754 2022-08-09 No data Annual Report Annual Report 2018
BF-0009181753 2022-08-09 No data Annual Report Annual Report 2019
BF-0009181751 2022-08-09 No data Annual Report Annual Report 2017
BF-0009976893 2022-08-09 No data Annual Report Annual Report No data
BF-0009181752 2022-08-09 No data Annual Report Annual Report 2020
0005615366 2016-07-27 2016-07-27 Business Formation Certificate of Organization No data

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website