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WP Financial LLC

Company Details

Entity Name: WP Financial LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 07 Oct 2019 (Companies founded in October 2019)
Business ALEI: 1323696
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 433 S. MAIN ST., SUITE 323, WEST HARTFORD, CT, 06110, United States
Mailing address: 433 S. MAIN ST., SUITE 323, WEST HARTFORD, CT, United States, 06110
ZIP code: 06110 (Companies in Hartford, 06110)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: bill@mywpteam.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WP FINANCIAL, LLC PENSION PLAN 2023 843311885 2024-05-02 WP FINANCIAL, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8607293484
Plan sponsor’s address 433 SOUTH MAIN ST., WEST HARTFORD, CT, 06107
WP FINANCIAL, LLC 401(K) PROFIT SHARING PLAN 2023 843311885 2024-05-02 WP FINANCIAL, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8607293484
Plan sponsor’s address 433 SOUTH MAIN STREET, SUITE 323, WEST HARTFORD, CT, 06110
WP FINANCIAL, LLC 401(K) PROFIT SHARING PLAN 2022 843311885 2023-04-06 WP FINANCIAL, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8607293484
Plan sponsor’s address 433 SOUTH MAIN STREET, SUITE 323, WEST HARTFORD, CT, 06110
WP FINANCIAL, LLC PENSION PLAN 2022 843311885 2023-04-06 WP FINANCIAL, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8607293484
Plan sponsor’s address 433 SOUTH MAIN ST., WEST HARTFORD, CT, 06107
WP FINANCIAL, LLC PENSION PLAN 2021 843311885 2022-05-18 WP FINANCIAL, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8607293484
Plan sponsor’s address 433 SOUTH MAIN ST., WEST HARTFORD, CT, 06107
WP FINANCIAL, LLC 401(K) PROFIT SHARING PLAN 2021 843311885 2022-05-18 WP FINANCIAL, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8607293484
Plan sponsor’s address 433 SOUTH MAIN STREET, SUITE 323, WEST HARTFORD, CT, 06110
WEALTHPOINT, LLC 401(K) PROFIT SHARING PLAN 2020 843311885 2021-04-06 WEALTHPOINT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8607293484
Plan sponsor’s address 433 SOUTH MAIN STREET, SUITE 323, WEST HARTFORD, CT, 06110

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
WILLIAM T. RABBITT Agent 433 S. MAIN ST., SUITE 323, WEST HARTFORD, CT, 06110, United States 433 S. MAIN ST., SUITE 323, WEST HARTFORD, CT, 06110, United States +1 860-729-3484 bill@mywpteam.com 4 SCHOOLHOUSE LANE, SIMSBURY, CT, 06070, United States

Officer

Name Role Business address Phone E-Mail Residence address
WILLIAM T. RABBITT Officer 433 S. MAIN ST., SUITE 323, WEST HARTFORD, CT, 06110, United States +1 860-729-3484 bill@mywpteam.com 4 SCHOOLHOUSE LANE, SIMSBURY, CT, 06070, United States

History

Type Old value New value Date of change
Name change WEALTHPOINT LLC WP Financial LLC 2021-07-01

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012094345 2024-02-02 No data Annual Report Annual Report No data
BF-0011489903 2023-02-15 No data Annual Report Annual Report No data
BF-0010359115 2022-02-09 No data Annual Report Annual Report 2022
BF-0010075764 2021-07-01 2021-07-01 Name Change Amendment Certificate of Amendment No data
0007121776 2021-02-04 No data Annual Report Annual Report 2021
0007056697 2021-01-07 No data Annual Report Annual Report 2020
0006656690 2019-10-07 2019-10-07 Business Formation Certificate of Organization No data

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website