| Entity Name: | PRECISION CAPITAL ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report past due |
| Date Formed: | 01 Jul 2022 (Companies founded in July 2022) |
| Branch of: | PRECISION CAPITAL ADVISORS, LLC (Company Number 3178150) (NEW YORK) |
| Business ALEI: | 2592520 |
| Annual report due: | 31 Mar 2024 |
| NAICS code: | 523930 - Investment Advice |
| Business address: | 71 Ridgeview Ave, Greenwich, CT, 06830-4755, United States |
| Mailing address: | 71 Ridgeview Ave, Greenwich, CT, United States, 06830-4755 |
| Mailing jurisdiction address: | 900 Walt Whitman Rd, Melville, NY, 11747-2293, United States |
| Office jurisdiction address: | 900 Walt Whitman Rd, 309, Melville, NY, 11747-2293, United States |
| ZIP code: | 06830 (Companies in Fairfield, 06830) |
| County: | Fairfield |
| Place of Formation: | NEW YORK |
| E-Mail: | eastern@northwestregisteredagent.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PRECISION CAPITAL ADVISORS, LLC CASH BALANCE PLAN | 2023 | 200895670 | 2024-09-04 | PRECISION CAPITAL ADVISORS, LLC | 5 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-09-04 |
| Name of individual signing | LEX SOKOLSKY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2124769311 |
| Plan sponsor’s address | 171 GREENWICH AVE., 3A, GREENWICH, CT, 06830 |
Signature of
| Role | Plan administrator |
| Date | 2023-10-02 |
| Name of individual signing | GINA LAVERSA |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2004-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2124769311 |
| Plan sponsor’s address | 171 GREENWICH AVENUE, 3RD FLOOR, GREENWICH, CT, 068306554 |
| Name | Role |
|---|---|
| NORTHWEST REGISTERED AGENT LLC | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Gina LaVersa | Officer | 171 Greenwich Avenue Unit 3A, Greenwich, CT, 06830, United States | 171 Greenwich Avenue Unit 3A, Greenwich, CT, 06830, United States |
| Todd Kesselman | Officer | 2389 Main St. STE 100, Glastonbury, CT, 06033, United States | 2389 Main St. STE 100, Glastonbury, CT, 06033, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012710438 | 2024-07-31 | 2024-07-31 | Change of Business Address | Business Address Change | No data |
| BF-0011522978 | 2023-03-29 | No data | Annual Report | Annual Report | No data |
| BF-0010665418 | 2022-07-01 | No data | Business Registration | Foreign Registration Statement | No data |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
