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Riverside Financial Group, LLC

Company Details

Entity Name: Riverside Financial Group, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 15 Jun 2023
Business ALEI: 2804959
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 15 Wilmot Ln, Riverside, CT, 06878-1612, United States
Mailing address: 15 Wilmot Ln, Riverside, CT, United States, 06878-1612
ZIP code: 06878
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: cdear@rfginvest.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RIVERSIDE FINANCIAL GROUP 401(K) RETIREMENT PLAN 2022 462526852 2023-10-16 RIVERSIDE FINANCIAL GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2034096253
Plan sponsor’s address 15 WILMOT LANE, RIVERSIDE, CT, 06878
RIVERSIDE FINANCIAL GROUP 401(K) RETIREMENT PLAN 2021 462526852 2022-10-14 RIVERSIDE FINANCIAL GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2034096253
Plan sponsor’s address 15 WILMOT LANE, RIVERSIDE, CT, 06878

Signature of

Role Plan administrator
Date 2022-10-14
Name of individual signing CHARLES DEAR, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-14
Name of individual signing CHARLES DEAR, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
RIVERSIDE FINANCIAL GROUP 401(K) RETIREMENT PLAN 2020 462526852 2021-10-14 RIVERSIDE FINANCIAL GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2034096253
Plan sponsor’s address 15 WILMOT LANE, RIVERSIDE, CT, 06878

Signature of

Role Plan administrator
Date 2021-10-14
Name of individual signing CHARLES DEAR, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-14
Name of individual signing CHARLES DEAR, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
RIVERSIDE FINANCIAL GROUP 401(K) RETIREMENT PLAN 2019 462526852 2020-10-11 RIVERSIDE FINANCIAL GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2034096253
Plan sponsor’s address 15 WILMOT LANE, RIVERSIDE, CT, 06878

Signature of

Role Plan administrator
Date 2020-10-11
Name of individual signing CHARLES DEAR, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-11
Name of individual signing CHARLES DEAR, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
RIVERSIDE FINANCIAL GROUP 401(K) RETIREMENT PLAN 2018 462526852 2019-10-13 RIVERSIDE FINANCIAL GROUP LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2034096253
Plan sponsor’s address 15 WILMOT LANE, RIVERSIDE, CT, 06878

Signature of

Role Plan administrator
Date 2019-10-13
Name of individual signing CHARLES DEAR, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-13
Name of individual signing CHARLES DEAR, TRUSTEE
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Phone E-Mail Residence address
Charles Dear Officer 15 Wilmot Ln, Riverside, CT, 06878-1612, United States +1 203-409-6253 cdear@rfginvest.com 238 Sam Hill Rd, Guilford, CT, 06437-2528, United States
David Callahan Officer 15 Wilmot Ln, Riverside, CT, 06878-1612, United States No data No data 237 Nepas Rd, Fairfield, CT, 06825-2329, United States
Steven Worth Officer 15 Wilmot Ln, Riverside, CT, 06878-1612, United States No data No data 40 School St, Keene, NH, 03431, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Charles Dear Agent 15 Wilmot Ln, Riverside, CT, 06878-1612, United States 15 Wilmot Ln, Riverside, CT, 06878-1612, United States +1 203-409-6253 cdear@rfginvest.com 238 Sam Hill Rd, Guilford, CT, 06437-2528, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012445458 2024-09-12 No data Annual Report Annual Report No data
BF-0011850868 2023-06-15 No data Business Formation Certificate of Organization No data

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website