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  5. OLDHAM RESOURCE GROUP, INC.

OLDHAM RESOURCE GROUP, INC.

Headquarter
Date of last update: 28 Apr 2025. Data updated weekly.

Companies that start with "OLDHAM"

Company Details

Entity Name: OLDHAM RESOURCE GROUP, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 28 Jun 1984
Business ALEI: 0158214
Annual report due: 28 Jun 2025
Business address: 70 NEW CANAAN AVE., NORWALK, CT, 06850, United States
Mailing address: 70 NEW CANAAN AVE., NORWALK, CT, United States, 06850
ZIP code: 06850
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: jperalta@oldhamresourcegroup.com

Industry & Business Activity

NAICS

523991 Trust, Fiduciary, and Custody Activities

This U.S. industry comprises establishments primarily engaged in providing trust, fiduciary, and custody services to others, as instructed, on a fee or contract basis, such as bank trust offices and escrow agencies (except real estate). Learn more at the U.S. Census Bureau

Companies doing Trust, fiduciary, and custody activities

Links between entities

Type Company Name Company Number State
Headquarter of OLDHAM RESOURCE GROUP, INC., NEW YORK 4469673 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OLDHAM RESOURCE GROUP, INC. 401(K) PLAN 2023 061110934 2024-02-12 OLDHAM RESOURCE GROUP, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-04-01
Business code 523120
Sponsor’s telephone number 2038475300
Plan sponsor’s address 70 NEW CANAAN AVENUE, NORWALK, CT, 06850

Signature of
Role Plan administrator
Date 2024-02-12
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-02-12
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature
OLDHAM RESOURCE GROUP, INC. 401(K) PLAN 2022 061110934 2023-02-16 OLDHAM RESOURCE GROUP, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-04-01
Business code 523120
Sponsor’s telephone number 2038475300
Plan sponsor’s address 70 NEW CANAAN AVENUE, NORWALK, CT, 06850

Signature of
Role Plan administrator
Date 2023-02-16
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-02-16
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature
OLDHAM RESOURCE GROUP, INC. 401(K) PLAN 2021 061110934 2022-03-23 OLDHAM RESOURCE GROUP, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-04-01
Business code 523120
Sponsor’s telephone number 2038475300
Plan sponsor’s address 70 NEW CANAAN AVENUE, NORWALK, CT, 06850

Signature of
Role Plan administrator
Date 2022-03-23
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-03-23
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature
OLDHAM RESOURCE GROUP, INC. 401(K) PLAN 2020 061110934 2021-06-21 OLDHAM RESOURCE GROUP, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-04-01
Business code 523120
Sponsor’s telephone number 2038475300
Plan sponsor’s address 70 NEW CANAAN AVENUE, NORWALK, CT, 06850

Signature of
Role Plan administrator
Date 2021-06-21
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-21
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature
OLDHAM RESOURCE GROUP, INC. 401(K) PLAN 2019 061110934 2020-02-29 OLDHAM RESOURCE GROUP, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-04-01
Business code 523120
Sponsor’s telephone number 2038475300
Plan sponsor’s address 70 NEW CANAAN AVENUE, NORWALK, CT, 06850

Signature of
Role Plan administrator
Date 2020-02-28
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-02-28
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature
OLDHAM RESOURCE GROUP, INC. 401(K) PLAN 2018 061110934 2019-05-14 OLDHAM RESOURCE GROUP, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-04-01
Business code 523120
Sponsor’s telephone number 2038475300
Plan sponsor’s address 70 NEW CANAAN AVENUE, NORWALK, CT, 06850

Signature of
Role Plan administrator
Date 2019-03-01
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-03-01
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature
OLDHAM RESOURCE GROUP, INC. 401(K) PLAN 2017 061110934 2018-03-29 OLDHAM RESOURCE GROUP, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-04-01
Business code 523120
Sponsor’s telephone number 2038475300
Plan sponsor’s address 70 NEW CANAAN AVENUE, NORWALK, CT, 06850

Signature of
Role Plan administrator
Date 2018-03-29
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-03-29
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature
OLDHAM RESOURCE GROUP, INC. 401(K) PLAN 2016 061110934 2017-08-10 OLDHAM RESOURCE GROUP, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-04-01
Business code 523120
Sponsor’s telephone number 2038475300
Plan sponsor’s address 70 NEW CANAAN AVENUE, NORWALK, CT, 06850

Signature of
Role Plan administrator
Date 2017-08-10
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-08-10
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature
OLDHAM RESOURCE GROUP, INC. 401(K) PLAN 2015 061110934 2016-03-24 OLDHAM RESOURCE GROUP, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-04-01
Business code 523120
Sponsor’s telephone number 2038475300
Plan sponsor’s address 70 NEW CANAAN AVENUE, NORWALK, CT, 06850

Signature of
Role Plan administrator
Date 2016-03-17
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-03-17
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature
OLDHAM RESOURCE GROUP, INC. 401(K) PLAN 2014 061110934 2015-03-25 OLDHAM RESOURCE GROUP, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-04-01
Business code 523120
Sponsor’s telephone number 2038475300
Plan sponsor’s address 70 NEW CANAAN AVENUE, NORWALK, CT, 06850

Signature of
Role Plan administrator
Date 2015-03-24
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-03-24
Name of individual signing JACQUELINE PERALTA
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Phone E-Mail Residence address
DAVID OLDHAM Officer OLDHAM RESOURCE GROUP, 70 NEW CANAAN AVE, NORWALK, CT, 06850, United States +1 917-304-6259 jperalta@oldhamresourcegroup.com 300 FLAX HILL ROAD, 24, NORWALK, CT, 06854, United States
JACQUELINE PERALTA Officer OLDHAM RESOURCE GROUP, 70 NEW CANAAN AVE, NORWALK, CT, 06850, United States - - 222 GLENBROOK ROAD, NYACK, NY, 10960, United States
JOHN GOLLIOZO Officer 70 NEW CANAAN AVE., NORWALK, CT, 06850, United States - - 17032 CROSSGATE DRIVE, JUPITER, FL, 33477, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
DAVID OLDHAM Agent 70 New Canaan Ave, Norwalk, CT, 06850-2600, United States 70 New Canaan Ave, Norwalk, CT, 06850-2600, United States +1 917-304-6259 jperalta@oldhamresourcegroup.com 300 FLAX HILL ROAD, 24, NORWALK, CT, 06854, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012049724 2024-07-16 - Annual Report Annual Report -
BF-0011873652 2023-07-05 2023-07-05 Interim Notice Interim Notice -
BF-0011077662 2023-06-28 - Annual Report Annual Report -
BF-0010194463 2022-06-28 - Annual Report Annual Report 2022
BF-0009754306 2021-06-21 - Annual Report Annual Report -
0006940021 2020-07-02 - Annual Report Annual Report 2020
0006586200 2019-06-26 - Annual Report Annual Report 2019
0006586197 2019-06-26 - Annual Report Annual Report 2018
0006586180 2019-06-26 - Annual Report Annual Report 2015
0006586194 2019-06-26 - Annual Report Annual Report 2017

Trademark

Mark US Serial Number Application Filing Date US Registration Number Registration Date
UPPS (UNLIMITED PAYOUT, PLUS SIDE-FUND) 73438113 1983-08-08 1296831 1984-09-18
Register Principal
Mark Type Service Mark
Status Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Status Date 1991-02-08
Publication Date 1984-07-10
Date Cancelled 1991-02-08

Mark Information
Mark Literal Elements UPPS (UNLIMITED PAYOUT, PLUS SIDE-FUND)
Standard Character Claim Yes. The mark consists of standard characters without claim to any particular font style, size, or color.
Mark Drawing Type 1 - TYPESET WORD(S) /LETTER(S) /NUMBER(S)

Goods and Services
For ANNUITY UNDERWRITING SERVICES
International Class(es) 036 - Primary Class
U.S Class(es) 102
Class Status SECTION 8 - CANCELLED
First Use Apr. 24, 1982
Use in Commerce Apr. 24, 1982

Basis Information (Case Level)
Filed Use Yes
Currently Use Yes
Filed ITU No
Currently ITU No
Filed 44D No
Currently 44D No
Filed 44E No
Currently 44E No
Filed 66A No
Currently 66A No
Filed No Basis No
Currently No Basis No

Current Owner(s) Information
Owner Name OLDHAM RESOURCE GROUP, INC.
Owner Address 30 BUXTON LANDING RIVERSIDE, CONNECTICUT UNITED STATES
Legal Entity Type CORPORATION
State or Country Where Organized CONNECTICUT

Attorney/Correspondence Information
Attorney Name STEPHEN M. TRATTNER
Correspondent Name/Address STEPHEN M TRATTNER, STE 409, 1101 CONNECTICUT AVE NW, WASHINGTON, DISTRICT OF COLUMBIA UNITED STATES 20036

Prosecution History
Date Description
1991-02-08 CANCELLED SEC. 8 (6-YR)
1986-04-01 CORRECTION UNDER SECTION 7 - PROCESSED
1985-01-29 SEC 7 REQUEST FILED
1984-09-18 REGISTERED-PRINCIPAL REGISTER
1984-07-10 PUBLISHED FOR OPPOSITION
1984-05-16 NOTICE OF PUBLICATION
1984-03-19 APPROVED FOR PUB - PRINCIPAL REGISTER
1984-03-15 EXAMINER'S AMENDMENT MAILED
1984-02-27 ASSIGNED TO EXAMINER

TM Staff and Location Information
Current Location FILE DESTROYED
Date in Location 1996-10-17

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2811227309 2020-04-29 0156 PPP 70 New Canaan Avenue, Norwalk, CT, 06850-2600
Loan Status Date 2021-09-29
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 141036
Loan Approval Amount (current) 141036
Undisbursed Amount 0
Franchise Name -
Lender Location ID 509316
Servicing Lender Name Harvest Small Business Finance, LLC
Servicing Lender Address 24422 Avenida de la Carlota Suite 400, Laguna Hills, CA, 92653
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Norwalk, FAIRFIELD, CT, 06850-2600
Project Congressional District CT-04
Number of Employees 9
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 509316
Originating Lender Name Harvest Small Business Finance, LLC
Originating Lender Address Laguna Hills, CA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 142898.45
Forgiveness Paid Date 2021-08-26

Companies created on the same day 28 Jun 1984

CONNECTICUT COALITION TO END HOMELESSNESS, INC.
See something incorrect or outdated? Let us know

Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information

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