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Professional investors LLC

Company Details

Entity Name: Professional investors LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 03 Apr 2023 (Companies founded in April 2023)
Business ALEI: 2762335
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 119C Griswold st, Glastonbury, CT, 06033-4439, United States
Mailing address: 119C Griswold st, mailbox-4, Glastonbury, CT, United States, 06033-4439
ZIP code: 06033 (Companies in Hartford, 06033)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: scott.fluet@securitiesamerica.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PROFESSIONAL INVESTORS, LLC SAFE HARBOR 401K PLAN 2011 201884192 2012-05-21 PROFESSIONAL INVESTORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Plan sponsor’s address 225 OAKLAND ROAD, SUITE 102, SOUTH WINDSOR, CT, 06074

Plan administrator’s name and address

Administrator’s EIN 201884192
Plan administrator’s name PROFESSIONAL INVESTORS, LLC
Plan administrator’s address 225 OAKLAND ROAD, SUITE 102, SOUTH WINDSOR, CT, 06074
Administrator’s telephone number 8604327233

Signature of

Role Plan administrator
Date 2012-05-21
Name of individual signing WILLIAM BRICE
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL INVESTORS, LLC SAFE HARBOR 401K PLAN 2010 201884192 2011-07-29 PROFESSIONAL INVESTORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 8604327233
Plan sponsor’s address 225 OAKLAND ROAD, SUITE 102, SOUTH WINDSOR, CT, 06074

Plan administrator’s name and address

Administrator’s EIN 201884192
Plan administrator’s name PROFESSIONAL INVESTORS, LLC
Plan administrator’s address 225 OAKLAND ROAD, SUITE 102, SOUTH WINDSOR, CT, 06074
Administrator’s telephone number 8604327233

Signature of

Role Plan administrator
Date 2011-07-29
Name of individual signing WILLIAM BRICE
Valid signature Filed with authorized/valid electronic signature
PROFESSIONAL INVESTORS, LLC SAFE HARBOR 401K PLAN 2009 201884192 2010-06-08 PROFESSIONAL INVESTORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 8604327233
Plan sponsor’s address 225 OAKLAND ROAD, SUITE 102, SOUTH WINDSOR, CT, 06074

Plan administrator’s name and address

Administrator’s EIN 201884192
Plan administrator’s name PROFESSIONAL INVESTORS, LLC
Plan administrator’s address 225 OAKLAND ROAD, SUITE 102, SOUTH WINDSOR, CT, 06074
Administrator’s telephone number 8604327233

Signature of

Role Plan administrator
Date 2010-06-08
Name of individual signing WILLIAM BRICE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
scott fluet Agent 119C Griswold st, mailbox-#4, Glastonbury, CT, 06033, United States 119C Griswold st, mailbox-#4, Glastonbury, CT, 06033, United States +1 860-508-9594 scott.fluet@securitiesamerica.com 171 Bluff Point Rd, South Glastonbury, CT, 06073-3135, United States

Officer

Name Role Business address Phone E-Mail Residence address
scott fluet Officer 119C Griswold st, mailbox-#4, Glastonbury, CT, 06033, United States +1 860-508-9594 scott.fluet@securitiesamerica.com 171 Bluff Point Rd, South Glastonbury, CT, 06073-3135, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012426053 2024-03-18 No data Annual Report Annual Report No data
BF-0011757958 2023-04-03 No data Business Formation Certificate of Organization No data

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website