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FERGUSON & MCGUIRE, INC.

Headquarter

Company Details

Entity Name: FERGUSON & MCGUIRE, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 13 Feb 1979
Business ALEI: 0088801
Annual report due: 13 Feb 2026
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 373 CENTER ST, WALLINGFORD, CT, 06492, United States
Mailing address: P.O. Box 846, WALLINGFORD, CT, United States, 06492
ZIP code: 06492
County: New Haven
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: eryducha@fergusonmcguire.com

Links between entities

Type Company Name Company Number State
Headquarter of FERGUSON & MCGUIRE, INC., NEW YORK 2338660 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FERGUSON & MCGUIRE, INC. 401(K) PROFIT SHARING PLAN 2023 060996221 2024-10-14 FERGUSON & MCGUIRE, INC. 82
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 2032655681
Plan sponsor’s address 373 CENTER ST., WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2024-10-14
Name of individual signing ANDREA EVANS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-14
Name of individual signing ANDREA EVANS
Valid signature Filed with authorized/valid electronic signature
FERGUSON & MCGUIRE, INC. 401(K) PROFIT SHARING PLAN 2023 060996221 2025-01-20 FERGUSON & MCGUIRE, INC. 82
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 2032655681
Plan sponsor’s address 373 CENTER ST., WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2025-01-18
Name of individual signing ANDREA EVANS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2025-01-18
Name of individual signing ANDREA EVANS
Valid signature Filed with authorized/valid electronic signature
FERGUSON & MCGUIRE, INC. 401(K) PROFIT SHARING PLAN 2022 060996221 2023-10-16 FERGUSON & MCGUIRE, INC. 74
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 2032655681
Plan sponsor’s address 373 CENTER ST., WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2023-10-16
Name of individual signing ANDREA EVANS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-16
Name of individual signing ANDREA EVANS
Valid signature Filed with authorized/valid electronic signature
FERGUSON & MCGUIRE, INC. 401(K) PROFIT SHARING PLAN 2021 060996221 2022-10-11 FERGUSON & MCGUIRE, INC. 66
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 2032655681
Plan sponsor’s address 373 CENTER ST., WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2022-10-11
Name of individual signing ANDREA EVANS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-11
Name of individual signing ANDREA EVANS
Valid signature Filed with authorized/valid electronic signature
FERGUSON & MCGUIRE, INC. 401(K) PROFIT SHARING PLAN 2021 060996221 2023-10-16 FERGUSON & MCGUIRE, INC. 66
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 2032655681
Plan sponsor’s address 373 CENTER ST., WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2023-10-16
Name of individual signing ANDREA EVANS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-16
Name of individual signing ANDREA EVANS
Valid signature Filed with authorized/valid electronic signature
FERGUSON & MCGUIRE, INC. 401(K) PROFIT SHARING PLAN 2020 060996221 2021-10-13 FERGUSON & MCGUIRE, INC. 57
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 2032655681
Plan sponsor’s address 373 CENTER ST., WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2021-10-13
Name of individual signing ANDREA EVANS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-13
Name of individual signing ANDREA EVANS
Valid signature Filed with authorized/valid electronic signature
FERGUSON & MCGUIRE, INC. 401(K) PROFIT SHARING PLAN 2019 060996221 2020-10-05 FERGUSON & MCGUIRE, INC. 59
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 2032655681
Plan sponsor’s address 373 CENTER ST., WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2020-10-05
Name of individual signing SUSAN MCNULTY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-05
Name of individual signing SUSAN MCNULTY
Valid signature Filed with authorized/valid electronic signature
FERGUSON & MCGUIRE, INC. 401(K) PROFIT SHARING PLAN 2018 060996221 2019-07-22 FERGUSON & MCGUIRE, INC. 60
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 2032655681
Plan sponsor’s address 373 CENTER ST., WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2019-07-22
Name of individual signing ANTHONY J DEFILIO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-22
Name of individual signing ANTHONY J DEFILIO
Valid signature Filed with authorized/valid electronic signature
FERGUSON & MCGUIRE, INC. 401(K) PROFIT SHARING PLAN 2017 060996221 2018-10-15 FERGUSON & MCGUIRE, INC. 55
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 2032655681
Plan sponsor’s address 373 CENTER ST., WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2018-10-15
Name of individual signing SUSAN MCNULTY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-15
Name of individual signing SUSAN MCNULTY
Valid signature Filed with authorized/valid electronic signature
FERGUSON & MCGUIRE, INC. 401(K) PROFIT SHARING PLAN 2016 060996221 2017-10-16 FERGUSON & MCGUIRE, INC. 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524210
Sponsor’s telephone number 2032655681
Plan sponsor’s address 373 CENTER ST., WALLINGFORD, CT, 06492

Signature of

Role Plan administrator
Date 2017-10-16
Name of individual signing SUE MCNULTY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-16
Name of individual signing SUE MCNULTY
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
CHRISTOPHER B. MCGUIRE Officer 373 CENTER ST, WALLINGTFORD, CT, 06492, United States 77 Boulder Rd, Guilford, CT, 06437-3059, United States
JOHN F. MCGUIRE Officer 373 CENTER ST, WALLINGTFORD, CT, 06492, United States 397 LEETS ISLAND RD, Branford, CT, 06405, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
GERALD E. FARRELL ESQ Agent 735 CENTER ST, WALLINGFORD, CT, 06492, United States 735 CENTER ST, WALLINGFORD, CT, 06492, United States +1 203-996-4656 eryducha@fergusonmcguire.com 106 SOUTH WHITTLESEY AVE, WALLINGFORD, CT, 06492, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012904549 2025-02-03 No data Annual Report Annual Report No data
BF-0012044039 2024-04-30 No data Annual Report Annual Report No data
BF-0011078455 2023-03-06 No data Annual Report Annual Report No data
BF-0010600190 2022-05-19 No data Interim Notice Interim Notice No data
BF-0010600202 2022-05-19 2022-05-19 Interim Notice Interim Notice No data
BF-0010214740 2022-01-31 No data Annual Report Annual Report 2022
0007245147 2021-03-19 No data Annual Report Annual Report 2020
0007245156 2021-03-19 No data Annual Report Annual Report 2021
0006732556 2020-01-27 No data Annual Report Annual Report 2019
0006411745 2019-02-26 No data Annual Report Annual Report 2018

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1776287304 2020-04-28 0156 PPP 373 CENTER STREET, WALLINGFORD, CT, 06492
Loan Status Date 2021-09-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 724130
Loan Approval Amount (current) 724130
Undisbursed Amount 0
Franchise Name -
Lender Location ID 15940
Servicing Lender Name Webster Bank National Association
Servicing Lender Address 137 Bank St, WATERBURY, CT, 06702-2205
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WALLINGFORD, NEW HAVEN, CT, 06492-0001
Project Congressional District CT-03
Number of Employees 50
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 15940
Originating Lender Name Webster Bank National Association
Originating Lender Address WATERBURY, CT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 733176.67
Forgiveness Paid Date 2021-08-05

Date of last update: 10 Mar 2025

Sources: Connecticut's Official State Website