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SENTINEL ASSET MANAGEMENT LLC

Company Details

Entity Name: SENTINEL ASSET MANAGEMENT LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 16 Jul 2018
Business ALEI: 1279140
Annual report due: 31 Mar 2025
NAICS code: 523999 - Miscellaneous Financial Investment Activities
Business address: 1062 BARNES RD SUITE 107, WALLINGFORD, CT, 06492, United States
Mailing address: 17 JACOB LANE, KILLINGWORTH, CT, United States, 06419
ZIP code: 06492
County: New Haven
Place of Formation: CONNECTICUT
E-Mail: will@sam-ria.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SENTINEL ASSET MANAGEMENT LLC 401(K) 2023 831229242 2024-05-30 SENTINEL ASSET MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-04-01
Business code 541211
Sponsor’s telephone number 2034644966
Plan sponsor’s address 17 JACOB LN, KILLINGWORTH, CT, 06419

Signature of

Role Plan administrator
Date 2024-05-30
Name of individual signing WILLIAM WARNER
Valid signature Filed with authorized/valid electronic signature
SENTINEL ASSET MANAGEMENT LLC 401(K) 2022 831229242 2023-05-30 SENTINEL ASSET MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-04-01
Business code 541211
Sponsor’s telephone number 2034644966
Plan sponsor’s address 17 JACOB LN, KILLINGWORTH, CT, 06419

Signature of

Role Plan administrator
Date 2023-05-30
Name of individual signing WILLIAM WARNER
Valid signature Filed with authorized/valid electronic signature
SENTINEL ASSET MANAGEMENT LLC 401(K) 2021 831229242 2022-05-25 SENTINEL ASSET MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-04-01
Business code 541211
Sponsor’s telephone number 2034644966
Plan sponsor’s address 17 JACOB LN, KILLINGWORTH, CT, 06419

Signature of

Role Plan administrator
Date 2022-05-25
Name of individual signing WILLIAM WARNER
Valid signature Filed with authorized/valid electronic signature
SENTINEL ASSET MANAGEMENT LLC 401(K) 2020 831229242 2023-01-11 SENTINEL ASSET MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-04-01
Business code 541211
Sponsor’s telephone number 2034644966
Plan sponsor’s address 17 JACOB LANE, KILLINGWORTH, CT, 06419

Signature of

Role Plan administrator
Date 2023-01-09
Name of individual signing WILLIAM WARNER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
WILLIAM WARNER Agent 1062 BARNES RD SUITE 107, WALLINGFORD, CT, 06492, United States 17 JACOB LANE, KILLINGWORTH, CT, 06419, United States +1 203-464-4966 will@sam-ria.com 925 OLD WATERBURY RD, SOUTHBURY, CT, 06488, United States

Officer

Name Role Business address
WILLIAM WARNER REVOCABLE BUSINESS TRUST 3/6/24 Officer 17 JACOB LANE, KILLINGWORTH, CT, 06419, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012586908 2024-03-12 2024-03-12 Interim Notice Interim Notice No data
BF-0012191878 2024-01-22 No data Annual Report Annual Report No data
BF-0011231186 2023-02-24 No data Annual Report Annual Report No data
BF-0010384762 2022-04-11 No data Annual Report Annual Report 2022
0007124435 2021-02-04 No data Annual Report Annual Report 2021
0006808088 2020-03-03 No data Annual Report Annual Report 2020
0006532127 2019-04-12 No data Annual Report Annual Report 2019
0006216738 2018-07-16 2018-07-16 Business Formation Certificate of Organization No data

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website