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  5. RICE, DAVIS, DALEY & KRENZ, INC.

RICE, DAVIS, DALEY & KRENZ, INC.

Date of last update: 21 Apr 2025. Data updated weekly.

Companies created on the same day 31 Oct 1984

Company Details

Entity Name: RICE, DAVIS, DALEY & KRENZ, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 31 Oct 1984
Business ALEI: 0162416
Annual report due: 31 Oct 2025
Business address: 16 Main St, Durham, CT, 06422, United States
Mailing address: 16 Main St, 204, Durham, CT, United States, 06422
ZIP code: 06422
County: Middlesex
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: drkrenz@comcast.net

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau

Companies doing Insurance agencies and brokerages

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RICE, DAVIS, DALEY & KRENZ, INC. RETIREMENT SAVINGS PLAN 2023 061121679 2024-10-09 RICE, DAVIS, DALEY & KRENZ, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1983-01-01
Business code 524210
Sponsor’s telephone number 8603466611
Plan sponsor’s address 50 WASHINGTON STREET, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2024-10-09
Name of individual signing DOUGLAS R. KRENZ
Valid signature Filed with authorized/valid electronic signature
RICE, DAVIS, DALEY & KRENZ, INC. RETIREMENT SAVINGS PLAN 2022 061121679 2023-10-11 RICE, DAVIS, DALEY & KRENZ, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1983-01-01
Business code 524210
Sponsor’s telephone number 8603466611
Plan sponsor’s address 50 WASHINGTON STREET, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2023-10-11
Name of individual signing DOUGLAS R. KRENZ
Valid signature Filed with authorized/valid electronic signature
RICE, DAVIS, DALEY & KRENZ, INC. RETIREMENT SAVINGS PLAN 2021 061121679 2022-10-11 RICE, DAVIS, DALEY & KRENZ, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1983-01-01
Business code 524210
Sponsor’s telephone number 8603466611
Plan sponsor’s address 50 WASHINGTON STREET, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2022-10-11
Name of individual signing DOUGLAS R. KRENZ
Valid signature Filed with authorized/valid electronic signature
RICE, DAVIS, DALEY & KRENZ, INC. RETIREMENT SAVINGS PLAN 2020 061121679 2021-10-12 RICE, DAVIS, DALEY & KRENZ, INC. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1983-01-01
Business code 524210
Sponsor’s telephone number 8603466611
Plan sponsor’s address 50 WASHINGTON STREET, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2021-10-12
Name of individual signing DOUGLAS R. KRENZ
Valid signature Filed with authorized/valid electronic signature
RICE, DAVIS, DALEY & KRENZ, INC. RETIREMENT SAVINGS PLAN 2019 061121679 2020-09-30 RICE, DAVIS, DALEY & KRENZ, INC. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1983-01-01
Business code 524210
Sponsor’s telephone number 8603466611
Plan sponsor’s address 50 WASHINGTON STREET, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2020-09-30
Name of individual signing DOUGLAS R. KRENZ
Valid signature Filed with authorized/valid electronic signature
RICE, DAVIS, DALEY & KRENZ, INC. RETIREMENT SAVINGS PLAN 2018 061121679 2019-10-15 RICE, DAVIS, DALEY & KRENZ, INC. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1983-01-01
Business code 524210
Sponsor’s telephone number 8603466611
Plan sponsor’s address 50 WASHINGTON STREET, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2019-10-15
Name of individual signing DOUGLAS R. KRENZ
Valid signature Filed with authorized/valid electronic signature
RICE, DAVIS, DALEY & KRENZ, INC. RETIREMENT SAVINGS PLAN 2017 061121679 2018-03-28 RICE, DAVIS, DALEY & KRENZ, INC. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1983-01-01
Business code 524210
Sponsor’s telephone number 8603466611
Plan sponsor’s address 50 WASHINGTON STREET, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2018-03-28
Name of individual signing DOUGLAS R. KRENZ
Valid signature Filed with authorized/valid electronic signature
RICE, DAVIS, DALEY & KRENZ, INC. RETIREMENT SAVINGS PLAN 2016 061121679 2017-05-01 RICE, DAVIS, DALEY & KRENZ, INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1983-01-01
Business code 524210
Sponsor’s telephone number 8603466611
Plan sponsor’s address 50 WASHINGTON STREET, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2017-05-01
Name of individual signing DOUGLAS R. KRENZ
Valid signature Filed with authorized/valid electronic signature
RICE, DAVIS, DALEY & KRENZ, INC. RETIREMENT SAVINGS PLAN 2015 061121679 2016-04-18 RICE, DAVIS, DALEY & KRENZ, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1983-01-01
Business code 524210
Sponsor’s telephone number 8603466611
Plan sponsor’s address 50 WASHINGTON STREET, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2016-04-18
Name of individual signing DOUGLAS R. KRENZ
Valid signature Filed with authorized/valid electronic signature
RICE, DAVIS, DALEY & KRENZ, INC. RETIREMENT SAVINGS PLAN 2014 061121679 2015-07-28 RICE, DAVIS, DALEY & KRENZ, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1983-01-01
Business code 524210
Sponsor’s telephone number 8603466611
Plan sponsor’s address 50 WASHINGTON STREET, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2015-07-28
Name of individual signing DOUGLAS R. KRENZ
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
UPDIKE, KELLY & SPELLACY, P.C. Agent

Officer

Name Role Business address Residence address
MICHAEL BARTUNEK Officer 50 WASHINGTON ST, MIDDLETOWN, CT, 06457, United States 67 Rimmon Rd, North Haven, CT, 06473-2803, United States
STEVEN BARTUNEK Officer 50 WASHINGTON ST, MIDDLETOWN, CT, 06457, United States 20 VALLEY HEIGHTS DR, MIDDLEFIELD, CT, 06455, United States
DOUGLAS R. KRENZ Officer 50 WASHINGTON ST, MIDDLETOWN, CT, 06457, United States 246 MICA HILL RD, DURHAM, CT, 06422, United States

History

Type Old value New value Date of change
Name change ARTHUR KRENZ INSURANCE AGENCY, INC. RICE, DAVIS, DALEY & KRENZ, INC. 1995-12-21

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012050000 2024-10-22 - Annual Report Annual Report -
BF-0011079048 2023-10-18 - Annual Report Annual Report -
BF-0010304804 2022-10-21 - Annual Report Annual Report 2022
BF-0010431096 2022-01-27 2022-01-28 Mass Agent Change � Address Agent Address Change -
BF-0009820244 2021-10-26 - Annual Report Annual Report -
0006994368 2020-10-01 - Annual Report Annual Report 2020
0006840281 2020-03-19 - Annual Report Annual Report 2019
0006241223 2018-09-04 - Annual Report Annual Report 2018
0005943270 2017-10-09 - Annual Report Annual Report 2017
0005708160 2016-11-30 - Interim Notice Interim Notice -

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6103877204 2020-04-27 0156 PPP 50 Washington St., Middletown, CT, 06457
Loan Status Date 2021-05-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 91750
Loan Approval Amount (current) 91750
Undisbursed Amount 0
Franchise Name -
Lender Location ID 16282
Servicing Lender Name Liberty Bank
Servicing Lender Address 315 Main St, MIDDLETOWN, CT, 06457-3345
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Middletown, MIDDLESEX, CT, 06457-0001
Project Congressional District CT-01
Number of Employees 8
NAICS code 524210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 16282
Originating Lender Name Liberty Bank
Originating Lender Address MIDDLETOWN, CT
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 92616.53
Forgiveness Paid Date 2021-04-15
8768258402 2021-02-13 0156 PPS 50 Washington St, Middletown, CT, 06457-2843
Loan Status Date 2022-08-09
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 91288.6
Loan Approval Amount (current) 91288.6
Undisbursed Amount 0
Franchise Name -
Lender Location ID 16282
Servicing Lender Name Liberty Bank
Servicing Lender Address 315 Main St, MIDDLETOWN, CT, 06457-3345
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Middletown, MIDDLESEX, CT, 06457-2843
Project Congressional District CT-01
Number of Employees 8
NAICS code 524210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 16282
Originating Lender Name Liberty Bank
Originating Lender Address MIDDLETOWN, CT
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 92551.43
Forgiveness Paid Date 2022-07-07

Debts and Liens

This table presents a concise summary of a company's liens and debts, detailing essential information such as the lien type, debt amount, associated parties, and current status of each financial obligation.

Subsequent Filing No Status Type Filing Date Lapse Date Filing Type
0005111171 Active PUBLIC-FINANCE 2022-12-20 2052-12-20 ORIG FIN STMT

Parties
Name RICE, DAVIS, DALEY & KRENZ, INC.
Role Debtor
Name Connecticut Community Bank, N.A., d/b/a InsurBanc
Role Secured Party
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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