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Johndrow Wealth Management, LLC

Company Details

Entity Name: Johndrow Wealth Management, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 04 Nov 2021 (Companies founded in November 2021)
Business ALEI: 2377628
Annual report due: 31 Mar 2025
NAICS code: 523999 - Miscellaneous Financial Investment Activities
Business address: 45 South Main Street, West Hartford, CT, 06107, United States
Mailing address: 45 South Main Street, Suite 201, West Hartford, CT, United States, 06107
ZIP code: 06107 (Companies in Hartford, 06107)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: maggie@johndrowwealth.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JOHNDROW WEALTH LLC 401K 2023 873438221 2024-05-29 JOHNDROW WEALTH LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 8603015648
Plan sponsor’s address 45 S MAIN ST, STE 201, WEST HARTFORD, CT, 06107

Signature of
Role Plan administrator
Date 2024-05-29
Name of individual signing SUSAN WEINGAERTNER
Valid signature Filed with authorized/valid electronic signature
JOHNDROW WEALTH LLC 401K 2022 873438221 2023-07-21 JOHNDROW WEALTH LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 8604707424
Plan sponsor’s address 45 SOUTH MAIN STREET, STE 201, WEST HARTFORD, CT, 06107

Signature of
Role Plan administrator
Date 2023-07-21
Name of individual signing MAGDALENA JOHNDROW
Valid signature Filed with authorized/valid electronic signature
JOHNDROW WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 452819952 2022-08-02 JOHNDROW WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8602126331
Plan sponsor’s address 2 BRIDGEWATER ROAD, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2022-08-02
Name of individual signing LORI L JOHNDROW
Valid signature Filed with authorized/valid electronic signature
JOHNDROW WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 452819952 2022-03-31 JOHNDROW WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8602126331
Plan sponsor’s address 2 BRIDGEWATER ROAD, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2022-03-31
Name of individual signing LORI L JOHNDROW
Valid signature Filed with authorized/valid electronic signature
JOHNDROW WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 452819952 2021-06-11 JOHNDROW WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8602126331
Plan sponsor’s address 2 BRIDGEWATER ROAD, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2021-06-11
Name of individual signing LORI JOHNDROW
Valid signature Filed with authorized/valid electronic signature
JOHNDROW WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 452819952 2020-05-13 JOHNDROW WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8602126331
Plan sponsor’s address 2 BRIDGEWATER ROAD, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2020-05-13
Name of individual signing LORI JOHNDROW
Valid signature Filed with authorized/valid electronic signature
JOHNDROW WEALTH MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2018 452819952 2019-07-02 JOHNDROW WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8602126331
Plan sponsor’s address 2 BRIDGEWATER ROAD, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2019-07-02
Name of individual signing LORI L. JOHNDROW
Valid signature Filed with authorized/valid electronic signature
JOHNDROW WEALTH MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2017 452819952 2018-07-06 JOHNDROW WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8602126331
Plan sponsor’s address 2 BRIDGEWATER ROAD, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2018-07-06
Name of individual signing LORI L. JOHNDROW
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
KAHAN KERENSKY CAPOSSELA, LLP Agent

Officer

Name Role Residence address
Magdalena G. Johndrow Officer 225 Random Road, Fairfield, CT, 06825, United States

History

Type Old value New value Date of change
Name change Johndrow Wealth, LLC Johndrow Wealth Management, LLC 2022-01-03

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012378697 2024-02-14 No data Annual Report Annual Report No data
BF-0011075728 2023-03-03 No data Annual Report Annual Report No data
BF-0010246363 2022-02-18 No data Annual Report Annual Report 2022
BF-0010184923 2022-01-03 2022-01-03 Name Change Amendment Certificate of Amendment No data
BF-0010142568 2021-11-04 No data Business Formation Certificate of Organization No data

Related by officers

No related officers

Related by address

45 South Main Street, West Hartford, CT, 06107, United States

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Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website

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