| Entity Name: | waterbury financial llc |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 11 Mar 2024 |
| Business ALEI: | 2965927 |
| Annual report due: | 31 Mar 2025 |
| Business address: | 13 Short Street, Watertown, CT, 06779, United States |
| Mailing address: | 13 Short Street, Watertown, CT, United States, 06779 |
| ZIP code: | 06779 |
| County: | Litchfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | david@waterburyfinancial.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WATERBURY FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST | 2023 | 465036207 | 2024-06-13 | WATERBURY FINANCIAL | 14 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-06-13 |
| Name of individual signing | EDWARD ROJAS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 812990 |
| Sponsor’s telephone number | 2038412951 |
| Plan sponsor’s address | 21 WEST MAIN ST, 4TH FLOOR, WATERBURY, CT, 06702 |
Signature of
| Role | Plan administrator |
| Date | 2023-04-25 |
| Name of individual signing | EDWARD ROJAS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 812990 |
| Sponsor’s telephone number | 2038412951 |
| Plan sponsor’s address | 21 WEST MAIN ST, 4TH FLOOR, WATERBURY, CT, 06702 |
Signature of
| Role | Plan administrator |
| Date | 2022-05-19 |
| Name of individual signing | EDWARD ROJAS |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| David Watson | Agent | 13 Short Street, Watertown, CT, 06779, United States | p o 48, oakville, CT, 06779-1545, United States | +1 203-437-2015 | david@waterburyfinancial.com | 13 SHORT ST OAKVILLE CT 06779, oakville, CT, 06779-1545, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| David Watson | Officer | 13 Short Street, Watertown, CT, 06779, United States | +1 203-437-2015 | david@waterburyfinancial.com | 13 SHORT ST OAKVILLE CT 06779, oakville, CT, 06779-1545, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012581237 | 2024-03-11 | No data | Business Formation | Certificate of Organization | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
