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GUILFORD FINANCIAL GROUP, INC.

Company Details

Entity Name: GUILFORD FINANCIAL GROUP, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Date Formed: 23 Aug 2022 (Companies founded in August 2022)
Business ALEI: 2619793
Annual report due: 03 Oct 2025
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 2415 BOSTON POST ROAD, UNIT 14, GUILFORD, CT, 06437, United States
Mailing address: 2415 BOSTON POST ROAD, UNIT 14, GUILFORD, CT, United States, 06437
ZIP code: 06437 (Companies in New Haven, 06437)
County: New Haven
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: SCOTT@GFADVISOR.COM

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GUILFORD FINANCIAL GROUP, INC. 401 (K) PROFIT SHARING PLAN 2023 883886426 2024-07-31 GUILFORD FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2034533458
Plan sponsor’s address 2415 BOSTON POST ROAD, GUILFORD, CT, 06437
GUILFORD FINANCIAL GROUP, INC. 401 (K) PROFIT SHARING PLAN 2022 883886426 2023-01-26 GUILFORD FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2034533458
Plan sponsor’s address 2415 BOSTON POST ROAD, GUILFORD, CT, 06437

Signature of

Role Plan administrator
Date 2023-01-26
Name of individual signing KELLY ACQUARULO
Valid signature Filed with authorized/valid electronic signature
GUILFORD FINANCIAL GROUP, INC. 401 (K) PROFIT SHARING PLAN 2021 061197783 2022-06-21 GUILFORD FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2034533458
Plan sponsor’s address 2415 BOSTON POST ROAD, GUILFORD, CT, 06437

Signature of

Role Plan administrator
Date 2022-06-21
Name of individual signing WAYNE STASCHKE
Valid signature Filed with authorized/valid electronic signature
GUILFORD FINANCIAL GROUP, INC. 401 (K) PROFIT SHARING PLAN 2020 061197783 2021-05-10 GUILFORD FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2034533458
Plan sponsor’s address 2415 BOSTON POST ROAD, GUILFORD, CT, 06437

Signature of

Role Plan administrator
Date 2021-05-07
Name of individual signing WAYNE STASCHKE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-07
Name of individual signing WAYNE STASCHKE
Valid signature Filed with authorized/valid electronic signature
GUILFORD FINANCIAL GROUP, INC. 401 (K) PROFIT SHARING PLAN 2019 061197783 2020-03-12 GUILFORD FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2034533458
Plan sponsor’s address 2415 BOSTON POST ROAD, GUILFORD, CT, 06437

Signature of

Role Plan administrator
Date 2020-03-11
Name of individual signing WAYNE STASCHKE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-03-11
Name of individual signing WAYNE STASCHKE
Valid signature Filed with authorized/valid electronic signature
GUILFORD FINANCIAL GROUP, INC. 401 (K) PROFIT SHARING PLAN 2018 061197783 2019-04-08 GUILFORD FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2034533458
Plan sponsor’s address 2415 BOSTON POST ROAD, GUILFORD, CT, 06437

Signature of

Role Plan administrator
Date 2019-04-05
Name of individual signing WAYNE STASCHKE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-04
Name of individual signing WAYNE STASCHKE
Valid signature Filed with authorized/valid electronic signature
GUILFORD FINANCIAL GROUP, INC. 401 (K) PROFIT SHARING PLAN 2017 061197783 2018-07-05 GUILFORD FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2034533458
Plan sponsor’s address 2415 BOSTON POST ROAD, GUILFORD, CT, 06437

Signature of

Role Plan administrator
Date 2018-07-05
Name of individual signing WAYNE STASCHKE
Valid signature Filed with authorized/valid electronic signature
GUILFORD FINANCIAL GROUP, INC. 401 (K) PROFIT SHARING PLAN 2016 061197783 2017-03-15 GUILFORD FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2034533458
Plan sponsor’s address 2415 BOSTON POST ROAD, GUILFORD, CT, 06437

Signature of

Role Plan administrator
Date 2017-03-13
Name of individual signing WAYNE STASCHKE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-03-13
Name of individual signing WAYNE STASCHKE
Valid signature Filed with authorized/valid electronic signature
GUILFORD FINANCIAL GROUP, INC. 401 (K) PROFIT SHARING PLAN 2015 061197783 2016-06-22 GUILFORD FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2034533458
Plan sponsor’s address 2415 BOSTON POST ROAD, GUILFORD, CT, 06437

Signature of

Role Plan administrator
Date 2016-06-22
Name of individual signing WAYNE STASCHKE
Valid signature Filed with authorized/valid electronic signature
GUILFORD FINANCIAL GROUP, INC. 401 (K) PROFIT SHARING PLAN 2014 061197783 2015-07-23 GUILFORD FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2034533458
Plan sponsor’s address 2415 BOSTON POST ROAD, GUILFORD, CT, 06437

Signature of

Role Plan administrator
Date 2015-07-23
Name of individual signing WAYNE STASCHKE
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Phone E-Mail Residence address
SCOTT A. STASCHKE Officer 2415 BOSTON POST ROAD, UNIT 14, GUILFORD, CT, 06437, United States +1 203-415-7287 scott@gfadvisor.com 93 Hickory Lane, MADISON, CT, 06443, United States

Director

Name Role Business address Phone E-Mail Residence address
SCOTT A. STASCHKE Director 2415 BOSTON POST ROAD, UNIT 14, GUILFORD, CT, 06437, United States +1 203-415-7287 scott@gfadvisor.com 93 Hickory Lane, MADISON, CT, 06443, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
SCOTT A. STASCHKE Agent 2415 BOSTON POST ROAD, UNITE 14, GUILFORD, CT, 06437, United States 2415 BOSTON POST ROAD, UNIT 14, GUILFORD, CT, 06437, United States +1 203-415-7287 scott@gfadvisor.com 93 Hickory Lane, MADISON, CT, 06443, United States

History

Type Old value New value Date of change
Name change GUILFORD FINANCIAL ACQUISITION CORP. GUILFORD FINANCIAL GROUP, INC. 2022-10-04

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012166865 2024-09-12 No data Annual Report Annual Report No data
BF-0011026444 2023-09-29 No data Annual Report Annual Report No data
BF-0011027211 2022-10-04 2022-10-04 Merger Certificate of Merger No data
BF-0010981392 2022-10-03 2022-10-03 First Report Organization and First Report No data
BF-0010981347 2022-08-23 2022-08-23 Business Formation Certificate of Incorporation No data

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website