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CHADWICK FINANCIAL ADVISORS, LLC

Company Details

Entity Name: CHADWICK FINANCIAL ADVISORS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 17 Jan 2019 (Companies founded in January 2019)
Business ALEI: 1296566
Annual report due: 31 Mar 2025
NAICS code: 523210 - Securities and Commodity Exchanges
Business address: 61 MAPLE AVE, CANTON, CT, 06019, United States
Mailing address: 61 MAPLE AVE, CANTON, CT, United States, 06019
ZIP code: 06019 (Companies in Hartford, 06019)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: mike@fiscalwisdom.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHADWICK FINANCIAL ADVISORS CASH BALANCE PLAN 2023 202285698 2024-10-15 CHADWICK FINANCIAL ADVISORS 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 8606731942
Plan sponsor’s address 61 MAPLE AVENUE, CANTON, CT, 06019

Signature of
Role Plan administrator
Date 2024-10-15
Name of individual signing MICHAEL CHADWICK
Valid signature Filed with authorized/valid electronic signature
CHADWICK FINANCIAL ADVISORS 401(K) PLAN 2023 202285698 2024-10-15 CHADWICK FINANCIAL ADVISORS 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 8606731942
Plan sponsor’s address 61 MAPLE AVENUE, CANTON, CT, 06019

Signature of
Role Plan administrator
Date 2024-10-15
Name of individual signing MICHAEL CHADWICK
Valid signature Filed with authorized/valid electronic signature
CHADWICK FINANCIAL ADVISORS 401(K) PLAN 2022 202285698 2023-10-10 CHADWICK FINANCIAL ADVISORS 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 8606731942
Plan sponsor’s address 61 MAPLE AVENUE, CANTON, CT, 06019

Signature of
Role Plan administrator
Date 2023-10-10
Name of individual signing MICHAEL CHADWICK
Valid signature Filed with authorized/valid electronic signature
CHADWICK FINANCIAL ADVISORS CASH BALANCE PLAN 2022 202285698 2023-10-10 CHADWICK FINANCIAL ADVISORS 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 8606731942
Plan sponsor’s address 61 MAPLE AVENUE, CANTON, CT, 06019

Signature of
Role Plan administrator
Date 2023-10-10
Name of individual signing MICHAEL CHADWICK
Valid signature Filed with authorized/valid electronic signature
CHADWICK FINANCIAL ADVISORS CASH BALANCE PLAN 2021 202285698 2022-10-06 CHADWICK FINANCIAL ADVISORS 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 8606731942
Plan sponsor’s address 61 MAPLE AVENUE, CANTON, CT, 06019

Signature of
Role Plan administrator
Date 2022-10-06
Name of individual signing MICHAEL CHADWICK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-06
Name of individual signing MICHAEL CHADWICK
Valid signature Filed with authorized/valid electronic signature
CHADWICK FINANCIAL ADVISORS 401(K) PLAN 2021 202285698 2022-10-07 CHADWICK FINANCIAL ADVISORS 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 8606731942
Plan sponsor’s address 61 MAPLE AVENUE, CANTON, CT, 06019

Signature of
Role Plan administrator
Date 2022-10-07
Name of individual signing MICHAEL CHADWICK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-07
Name of individual signing MICAHEL CHADWICK
Valid signature Filed with authorized/valid electronic signature
CHADWICK FINANCIAL ADVISORS CASH BALANCE PLAN 2020 202285698 2021-10-04 CHADWICK FINANCIAL ADVISORS 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 8606731942
Plan sponsor’s address 61 MAPLE AVENUE, CANTON, CT, 06019

Signature of
Role Plan administrator
Date 2021-10-04
Name of individual signing MICHAEL CHADWICK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-04
Name of individual signing MICHAEL CHADWICK
Valid signature Filed with authorized/valid electronic signature
CHADWICK FINANCIAL ADVISORS 401(K) PLAN 2020 202285698 2021-10-06 CHADWICK FINANCIAL ADVISORS 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 8606731942
Plan sponsor’s address 61 MAPLE AVENUE, CANTON, CT, 06019

Signature of
Role Plan administrator
Date 2021-10-06
Name of individual signing MICHAEL CHADWICK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-06
Name of individual signing MICAHEL CHADWICK
Valid signature Filed with authorized/valid electronic signature
CHADWICK FINANCIAL ADVISORS 401(K) PLAN 2019 202285698 2020-10-12 CHADWICK FINANCIAL ADVISORS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 8606731942
Plan sponsor’s address 61 MAPLE AVENUE, CANTON, CT, 06019

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing MICHAEL CHADWICK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-12
Name of individual signing MICHAEL CHADWICK
Valid signature Filed with authorized/valid electronic signature
CHADWICK FINANCIAL ADVISORS CASH BALANCE PLAN 2019 202285698 2020-10-12 CHADWICK FINANCIAL ADVISORS 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 8606731942
Plan sponsor’s address 61 MAPLE AVENUE, CANTON, CT, 06019

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing MICHAEL CHADWICK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-12
Name of individual signing CHADWICK FINANCIAL
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address E-Mail Residence address
MICHAEL E. CHADWICK Agent 61 MAPLE AVE, CANTON, CT, 06019, United States 61 MAPLE AVE, CANTON, CT, 06019, United States mike@fiscalwisdom.com 61 MAPLE AVE, CANTON, CT, 06019, United States

Officer

Name Role Business address Residence address
MICHAEL CHADWICK Officer 61 MAPLE AVE, CANTON, CT, 06019, United States 61 MAPLE AVE, CANTON, CT, 06019, United States
ELIZABETH M. CHADWICK Officer 61 MAPLE AVE, CANTON, CT, 06019, United States 61 MAPLE AVE, CANTON, CT, 06019, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012067320 2024-04-18 No data Annual Report Annual Report No data
BF-0011239882 2023-03-28 No data Annual Report Annual Report No data
BF-0010280980 2022-02-04 No data Annual Report Annual Report 2022
0007268366 2021-03-29 No data Annual Report Annual Report 2021
0006798963 2020-02-28 No data Annual Report Annual Report 2020
0006327026 2019-01-17 2019-01-17 Business Formation Certificate of Organization No data

Related by officers

MICHAEL E. CHADWICK

NOEL'S NO-BRAINERS, LLC

MICHAEL CHADWICK

FRUTTETO AMORE FATTORIA, LLC

ELIZABETH M. CHADWICK

NOEL'S NO-BRAINERS, LLC

Related by address

61 MAPLE AVE, CANTON, CT, 06019, United States

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61 MAPLE AVE, CANTON, CT, United States, 06019

NOEL'S NO-BRAINERS, LLC PROPRIET� DI VITA PULITO, LLC FRUTTETO AMORE FATTORIA, LLC

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website

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