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  5. TRINITYPOINT WEALTH, LLC

TRINITYPOINT WEALTH, LLC

Company Details

Entity Name: TRINITYPOINT WEALTH, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Withdrawn
Date Formed: 02 Nov 2018
Business ALEI: 1289651
Annual report due: 31 Mar 2019
Business address: 612 WHEELERS FARMS ROAD, MILFORD, CT, 06461
Mailing jurisdiction address: 1209 ORANGE ST., WILMINGTON, DE, 19801,
ZIP code: 06461
County: New Haven
Place of Formation: DELAWARE
E-Mail: JBETZIG@TRINITYPOINTWEALTH.COM

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TRINITYPOINT WEALTH 401(K) PROFIT SHARING PLAN 2023 825385799 2024-07-12 TRINITYPOINT WEALTH 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-07-01
Business code 523900
Sponsor’s telephone number 2036938525
Plan sponsor’s address 612 WHEELERS FARMS RD, MILFORD, CT, 06461

Signature of
Role Plan administrator
Date 2024-07-11
Name of individual signing JAMES BETZIG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-11
Name of individual signing JAMES BETZIG
Valid signature Filed with authorized/valid electronic signature
TRINITYPOINT WEALTH 401(K) PROFIT SHARING PLAN 2022 825385799 2023-08-11 TRINITYPOINT WEALTH 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-07-01
Business code 523900
Sponsor’s telephone number 2036938525
Plan sponsor’s address 612 WHEELERS FARMS RD, MILFORD, CT, 06461

Signature of
Role Plan administrator
Date 2023-08-11
Name of individual signing JAMES BETZIG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-11
Name of individual signing JAMES BETZIG
Valid signature Filed with authorized/valid electronic signature
TRINITYPOINT WEALTH 401(K) PROFIT SHARING PLAN 2021 825385799 2022-07-26 TRINITYPOINT WEALTH 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-07-01
Business code 523900
Sponsor’s telephone number 2036938525
Plan sponsor’s address 612 WHEELERS FARMS RD, MILFORD, CT, 06461

Signature of
Role Plan administrator
Date 2022-07-26
Name of individual signing JIM BETZIG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-26
Name of individual signing JIM BETZIG
Valid signature Filed with authorized/valid electronic signature
TRINITYPOINT WEALTH 401(K) PROFIT SHARING PLAN 2020 825385799 2021-08-02 TRINITYPOINT WEALTH 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-07-01
Business code 523900
Sponsor’s telephone number 2036938525
Plan sponsor’s address 612 WHEELERS FARMS RD, MILFORD, CT, 06461

Signature of
Role Plan administrator
Date 2021-08-02
Name of individual signing JAMES BETZIG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-02
Name of individual signing JAMES BETZIG
Valid signature Filed with authorized/valid electronic signature
TRINITYPOINT WEALTH 401(K) PROFIT SHARING PLAN 2019 825385799 2020-07-24 TRINITYPOINT WEALTH 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-07-01
Business code 523900
Sponsor’s telephone number 2036938525
Plan sponsor’s address 612 WHEELERS FARMS RD, MILFORD, CT, 06461

Signature of
Role Plan administrator
Date 2020-07-24
Name of individual signing JAMES BETZIG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-24
Name of individual signing JAMES BETZIG
Valid signature Filed with authorized/valid electronic signature
TRINITYPOINT WEALTH 401(K) PROFIT SHARING PLAN 2018 825385799 2019-06-28 TRINITYPOINT WEALTH 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-07-01
Business code 523900
Sponsor’s telephone number 2036938525
Plan sponsor’s address 612 WHEELERS FARMS RD, MILFORD, CT, 06461

Signature of
Role Plan administrator
Date 2019-06-27
Name of individual signing JAMES BETZIG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-06-27
Name of individual signing JAMES BETZIG
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address
Secretary of State Agent 165 Capitol Ave., P.O. BOX 150470, Hartford, CT, 06115-0470, United States

Officer

Name Role Business address Residence address
JAMES A. BETZIG Officer 612 WHEELERS FARMS ROAD, MILFORD, CT, 06461, United States 5 RANDY ROAD, MILFORD, CT, 06461, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
0006382943 2019-02-13 2019-02-13 Withdrawal Statement of Withdrawal Registration No data
0006382852 2019-02-07 2019-02-07 Change of Agent Agent Change No data
0006271589 2018-11-02 2018-11-02 Business Registration Certificate of Registration No data

Related by officers

Secretary of State

Bedford Pool Service, Inc. MONIER INC. Supremeland Gaming, Inc. MJQ DEVELOPMENT LLC SIMPSON BUILDERS, INC. LEX CONSTRUCTION & DEVELOPMENT, INC. CMX CARPENTRY INC. WM. WRIGHT CO. REENGINEERED, INC. SCENIC GLASS INSTALLATION CORP.

JAMES A. BETZIG

TPW INS. HOLDING CO., LLC TRINITYPOINT WEALTH HOLDINGS, LLC

Related by address

612 WHEELERS FARMS ROAD, MILFORD, CT, 06461

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1209 ORANGE ST., WILMINGTON, DE, 19801,

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Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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