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RIGHT STEP MORTGAGE LLC

Company Details

Entity Name: RIGHT STEP MORTGAGE LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 21 May 2019 (Companies founded in May 2019)
Business ALEI: 1309885
Annual report due: 31 Mar 2025
NAICS code: 522310 - Mortgage and Nonmortgage Loan Brokers
Business address: 730 Hopmeadow Street, Simsbury, CT, 06070, United States
Mailing address: 730 Hopmeadow Street, 1S, Simsbury, CT, United States, 06070
ZIP code: 06070 (Companies in Hartford, 06070)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: johngrad@rstepmortgage.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RIGHT STEP MORTGAGE 401(K) PLAN 2023 854159489 2024-05-16 RIGHT STEP MORTGAGE LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 522292
Sponsor’s telephone number 8609896680
Plan sponsor’s address 730 HOPMEADOW STREET SUITE 1S, SUITE 1S, SIMSBURY, CT, 06070

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-16
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
RIGHT STEP MORTGAGE 401(K) PLAN 2022 854159489 2023-05-27 RIGHT STEP MORTGAGE LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 522292
Sponsor’s telephone number 8609896680
Plan sponsor’s address 730 HOPMEADOW STREET SUITE 1S, SUITE 1S, SIMSBURY, CT, 06070

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-27
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JOHN GRAD Agent 4 HINMAN MEADOW ROAD, BURLINGTON, CT, 06013, United States 4 HINMAN MEADOW ROAD, BURLINGTON, CT, 06013, United States +1 860-989-6680 JGRAD1998@AOL.COM 4 HINMAN MEADOW LANE, BURLINGTON, CT, 06013, United States

Officer

Name Role Business address Phone E-Mail Residence address
JOHN GRAD Officer 4 HINMAN MEADOW ROAD, BURLINGTON, CT, 06013, United States +1 860-989-6680 JGRAD1998@AOL.COM 4 HINMAN MEADOW LANE, BURLINGTON, CT, 06013, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012124058 2024-01-25 No data Annual Report Annual Report No data
BF-0011483791 2023-01-09 No data Annual Report Annual Report No data
BF-0011531867 2022-12-16 2022-12-16 Interim Notice Interim Notice No data
BF-0011531244 2022-12-15 2022-12-15 Change of Business Address Business Address Change No data
BF-0011531252 2022-12-15 2023-01-01 Interim Notice Interim Notice No data
BF-0010244021 2022-03-27 No data Annual Report Annual Report 2022
0007329648 2021-05-11 2021-06-10 Change of Business Address Business Address Change No data
0007327031 2021-05-08 No data Annual Report Annual Report 2021
0007308785 2021-04-26 2021-04-26 Change of Business Address Business Address Change No data
0007308798 2021-04-26 2021-04-26 Interim Notice Interim Notice No data

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website