| Entity Name: | McClanahan Advisory Group PC |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 30 Nov 2021 |
| Business ALEI: | 2392629 |
| Annual report due: | 28 Dec 2024 |
| NAICS code: | 541213 - Tax Preparation Services |
| Business address: | 30 Poverty Rd, Southbury, CT, 06488-2254, United States |
| Mailing address: | 30 Poverty Rd, Southbury, CT, United States, 06488-2254 |
| ZIP code: | 06488 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 1000 |
| E-Mail: | pt_mcclanahan@yahoo.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MCCLANAHAN ADVISORY GROUP PC 401(K) P/S PLAN | 2023 | 873758333 | 2024-07-08 | MCCLANAHAN ADVISORY GROUP PC | 10 | |||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-07-08 |
| Name of individual signing | PAUL MCCLANAHAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-07-08 |
| Name of individual signing | PAUL MCCLANAHAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 541211 |
| Sponsor’s telephone number | 2032644454 |
| Plan sponsor’s address | 30 POVERTY RD, SOUTHBURY, CT, 06488 |
Plan administrator’s name and address
| Administrator’s EIN | 873758333 |
| Plan administrator’s name | MCCLANAHAN ADVISORY GROUP PC |
| Plan administrator’s address | 30 POVERTY RD, SOUTHBURY, CT, 06488 |
| Administrator’s telephone number | 2032644454 |
Signature of
| Role | Plan administrator |
| Date | 2023-08-15 |
| Name of individual signing | PAUL T MCCLANAHAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| Paul McClanahan | Agent | 30 Poverty Rd, Southbury, CT, 06488-2254, United States | 5 Northfield Dr, Westport, CT, 06880-1518, United States | +1 203-451-8000 | pt_mcclanahan@yahoo.com | 5 Northfield Dr, Westport, CT, 06880-1518, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| Paul McClanahan | Officer | 30 Poverty Rd, Southbury, CT, 06488-2254, United States | +1 203-451-8000 | pt_mcclanahan@yahoo.com | 5 Northfield Dr, Westport, CT, 06880-1518, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | McClanahan & Company PC | McClanahan Advisory Group PC | 2021-12-28 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0011129411 | 2023-12-05 | No data | Annual Report | Annual Report | No data |
| BF-0010181654 | 2022-12-01 | No data | Annual Report | Annual Report | No data |
| BF-0010438551 | 2022-02-05 | No data | Change of Business Address | Business Address Change | No data |
| BF-0010181510 | 2021-12-28 | 2021-12-28 | Name Change Amendment | Certificate of Amendment | No data |
| BF-0010158358 | 2021-12-28 | 2021-12-28 | First Report | Organization and First Report | No data |
| BF-0010158290 | 2021-11-30 | No data | Business Formation | Certificate of Incorporation | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
