| Entity Name: | March Financial, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 12 Dec 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 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | chuck@marchwm.com |
| 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 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-10-15 |
| Name of individual signing | MARCELLO DE PASCALE |
| Valid signature | Filed with authorized/valid electronic signature |
| 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 |
| Name | Role | Business address | Mailing address | Phone | 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 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: 25 Nov 2024
Sources: Connecticut's Official State Website
