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LENNON FINANCIAL, LLC

Company Details

Entity Name: LENNON FINANCIAL, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 24 Nov 2017 (Companies founded in November 2017)
Business ALEI: 1256385
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 20 REALTY DRIVE, CHESHIRE, CT, 06410, United States
Mailing address: 20 REALTY DRIVE, CHESHIRE, CT, United States, 06410
ZIP code: 06410 (Companies in New Haven, 06410)
County: New Haven
Place of Formation: CONNECTICUT
E-Mail: marc@egidiolennon.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LENNON FINANCIAL RETIREMENT PLAN 2023 823522639 2024-07-05 LENNON FINANCIAL LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 111100
Sponsor’s telephone number 2034390732
Plan sponsor’s address 20 REALTY DR, CHESHIRE, CT, 064101655

Signature of

Role Plan administrator
Date 2024-07-05
Name of individual signing MARC LENNON
Valid signature Filed with authorized/valid electronic signature
LENNON FINANCIAL RETIREMENT PLAN 2022 823522639 2023-06-07 LENNON FINANCIAL LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 111100
Sponsor’s telephone number 2034390732
Plan sponsor’s address 20 REALTY DR, CHESHIRE, CT, 064101655

Signature of

Role Plan administrator
Date 2023-06-07
Name of individual signing MARC LENNON
Valid signature Filed with authorized/valid electronic signature
LENNON FINANCIAL RETIREMENT PLAN 2021 823522639 2022-07-13 LENNON FINANCIAL LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 111100
Sponsor’s telephone number 2034390732
Plan sponsor’s address 20 REALTY DR, CHESHIRE, CT, 064101655

Signature of

Role Plan administrator
Date 2022-07-13
Name of individual signing MARC LENNON
Valid signature Filed with authorized/valid electronic signature
LENNON FINANCIAL RETIREMENT PLAN 2020 823522639 2021-09-24 LENNON FINANCIAL LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 111100
Sponsor’s telephone number 2034390732
Plan sponsor’s address 20 REALTY DR, CHESHIRE, CT, 064101655

Signature of

Role Plan administrator
Date 2021-09-24
Name of individual signing MARC LENNON
Valid signature Filed with authorized/valid electronic signature
LENNON FINANCIAL RETIREMENT PLAN 2019 823522639 2020-07-07 LENNON FINANCIAL LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 111100
Sponsor’s telephone number 2034390732
Plan sponsor’s address 20 REALTY DR, CHESHIRE, CT, 064101655

Signature of

Role Plan administrator
Date 2020-07-07
Name of individual signing MARC LENNON
Valid signature Filed with authorized/valid electronic signature
LENNON FINANCIAL RETIREMENT PLAN 2018 823522639 2019-05-23 LENNON FINANCIAL LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 111100
Sponsor’s telephone number 2034390732
Plan sponsor’s address 20 REALTY DRIVE, CHESHIRE, CT, 06410

Signature of

Role Plan administrator
Date 2019-05-23
Name of individual signing MARC LENNON
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Phone E-Mail Residence address
MARC LENNON Officer 20 REALTY DRIVE, CHESHIRE, CT, 06489, United States +1 203-233-4683 marc@egidiolennon.com 180 HIGH TOWER ROAD, SOUTHINGTON, CT, 06489, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
MARC LENNON Agent 20 REALTY DRIVE, CHESHIRE, CT, 06410, United States 154 Winchester Dr, Southington, CT, 06489-2259, United States +1 203-233-4683 marc@egidiolennon.com 180 HIGH TOWER ROAD, SOUTHINGTON, CT, 06489, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012119877 2024-03-18 No data Annual Report Annual Report No data
BF-0011341037 2023-03-29 No data Annual Report Annual Report No data
BF-0010298675 2022-03-30 No data Annual Report Annual Report 2022
0007184129 2021-02-23 No data Annual Report Annual Report 2021
0006892521 2020-04-27 No data Annual Report Annual Report 2020
0006471485 2019-03-18 No data Annual Report Annual Report 2019
0006038479 2018-01-27 No data Annual Report Annual Report 2018
0005974196 2017-11-24 2017-11-24 Business Formation Certificate of Organization No data

Date of last update: 18 Nov 2024

Sources: Connecticut's Official State Website