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KARPAS STRATEGIES LLC

Branch

Company Details

Entity Name: KARPAS STRATEGIES LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 09 Jun 2020
Branch of: KARPAS STRATEGIES LLC (Company Number 2407924) (NEW YORK)
Business ALEI: 1346654
Annual report due: 31 Mar 2025
NAICS code: 541990 - All Other Professional, Scientific, and Technical Services
Business address: 33 WEST STREET REAR, LITCHFIELD, CT, 06759, United States
Mailing address: 49 E Chestnut Hill Rd, Litchfield, CT, United States, 06759-4120
Mailing jurisdiction address: 452 FIFTH AVE, 12TH FLOOR, NEW YORK, NY, 10018, United States
Office jurisdiction address: 452 FIFTH AVENUE, 12TH FLOOR, NEW YORK, NY, 10018, United States
ZIP code: 06759
County: Litchfield
Place of Formation: NEW YORK
E-Mail: john@pscpafl.org

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KARPAS STRATEGIES, LLC 401(K) PROFIT SHARING PLAN 2023 134074234 2024-07-11 KARPAS STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2122237280
Plan sponsor’s address 33 WEST STREET, LITCHFIELD, CT, 06759

Signature of

Role Plan administrator
Date 2024-07-11
Name of individual signing MATTHEW KARPAS
Valid signature Filed with authorized/valid electronic signature
KARPAS STRATEGIES, LLC 401(K) PROFIT SHARING PLAN 2022 134074234 2023-06-05 KARPAS STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2122237280
Plan sponsor’s address 33 WEST STREET, LITCHFIELD, CT, 06759

Signature of

Role Plan administrator
Date 2023-06-05
Name of individual signing MATTHEW KARPAS
Valid signature Filed with authorized/valid electronic signature
KARPAS STRATEGIES, LLC 401(K) PROFIT SHARING PLAN 2021 134074234 2022-07-06 KARPAS STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2122237280
Plan sponsor’s address 33 WEST STREET, LITCHFIELD, CT, 06759

Signature of

Role Plan administrator
Date 2022-07-06
Name of individual signing MATTHEW KARPAS
Valid signature Filed with authorized/valid electronic signature
KARPAS STRATEGIES, LLC 401(K) PROFIT SHARING PLAN 2020 134074234 2021-07-02 KARPAS STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 2122237280
Plan sponsor’s address 33 WEST STREET, LITCHFIELD, CT, 06759

Signature of

Role Plan administrator
Date 2021-07-02
Name of individual signing MATTHEW KARPAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-02
Name of individual signing MATTHEW KARPAS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
MATTHEW P. KARPAS Agent 33 WEST STREET REAR, LITCHFIELD, CT, 06759, United States 49 EAST CHESTNUT HILL ROAD, LITCHFIELD, CT, 06759, United States +1 954-977-0900 JOHN@PSCPAFL.ORG 49 EAST CHESTNUT HILL ROAD, LITCHFIELD, CT, 06759, United States

Officer

Name Role Business address Phone E-Mail Residence address
MATTHEW P. KARPAS Officer 49 EAST CHESTNUT HILL ROAD, LITCHFIELD, CT, 06759, United States +1 954-977-0900 JOHN@PSCPAFL.ORG 49 EAST CHESTNUT HILL ROAD, LITCHFIELD, CT, 06759, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012228404 2024-05-08 No data Annual Report Annual Report No data
BF-0011359242 2023-03-30 No data Annual Report Annual Report No data
BF-0010335936 2022-03-21 No data Annual Report Annual Report 2022
0007236920 2021-03-17 No data Annual Report Annual Report 2021
0006920432 2020-06-09 2020-06-09 Business Registration Certificate of Registration No data

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website