| Entity Name: | SGP WEALTH MANAGEMENT LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 10 Apr 2020 |
| Business ALEI: | 1341392 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 541611 - Administrative Management and General Management Consulting Services |
| Business address: | 13 Willem Court, Milford, CT, 06461, United States |
| Mailing address: | 13 Willem Court, Milford, CT, United States, 06461 |
| ZIP code: | 06461 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | info@grenierandlender.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SGP WEALTH MANAGEMENT 401(K) PLAN | 2023 | 845191305 | 2024-10-09 | SGP WEALTH MANAGEMENT | 2 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-10-09 |
| Name of individual signing | SCOTT PANZA |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 2038042041 |
| Plan sponsor’s address | 6 CORPORATE DRIVE, SHELTON, CT, 06484 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 2038042041 |
| Plan sponsor’s address | 6 CORPORATE DRIVE, SHELTON, CT, 06484 |
Signature of
| Role | Plan administrator |
| Date | 2022-09-14 |
| Name of individual signing | SCOTT PANZA |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| GRENIER LENDER, LLP | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| SCOTT PANZA | Officer | 55 BEACHLAND AVE, MILFORD, CT, 06460, United States | 13 Willem Ct, Milford, CT, 06461-2477, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012051591 | 2024-03-04 | No data | Annual Report | Annual Report | No data |
| BF-0011359843 | 2023-02-24 | No data | Annual Report | Annual Report | No data |
| BF-0010311557 | 2022-03-30 | No data | Annual Report | Annual Report | 2022 |
| 0007276642 | 2021-03-31 | No data | Annual Report | Annual Report | 2021 |
| 0006881585 | 2020-04-10 | 2020-04-10 | Business Formation | Certificate of Organization | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
