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March Financial, LLC

Company Details

Entity Name: March Financial, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 12 Dec 2022 (Companies founded in December 2022)
Business ALEI: 2676843
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 84 Old Church Rd, Oxford, CT, 06478-1346, United States
Mailing address: 84 Old Church Rd, Oxford, CT, United States, 06478-1346
ZIP code: 06478 (Companies in New Haven, 06478)
County: New Haven
Place of Formation: CONNECTICUT
E-Mail: chuck@marchwm.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MARCH FINANCIAL, LLC 401K PLAN 2023 884380788 2024-10-15 MARCH FINANCIAL, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 523900
Sponsor’s telephone number 2037109082
Plan sponsor’s address 84 OLD CHURCH, OXFORD, CT, 06478

Signature of

Role Plan administrator
Date 2024-10-15
Name of individual signing MARCELLO DE PASCALE
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Residence address
Charles Hite Officer 84 Old Church Rd, Oxford, CT, 06478-1346, United States
Marcello DePascale Officer 15 Cricket Trl, Guilford, CT, 06437-1844, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Kristen Lynn Agent 1 Audubon St, 3rd Floor, New Haven, CT, 06511-6433, United States 1 Audubon St, 3rd Floor, New Haven, CT, 06511-6433, United States +1 203-525-6557 klynn@gs-lawfirm.com 35 Pearl St, Ste 301, New Britain, CT, 06051, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012353130 2024-03-23 No data Annual Report Annual Report No data
BF-0011528909 2023-01-23 No data Annual Report Annual Report No data
BF-0011526335 2022-12-12 No data Business Formation Certificate of Organization No data

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website