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SUMMER ASSOCIATES, INC.

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

Company Details

Entity Name: SUMMER ASSOCIATES, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 29 Nov 1988
Business ALEI: 0226510
Annual report due: 29 Nov 2025
Business address: 48 UNION STREET, SUITE 1C, STAMFORD, CT, 06906, United States
Mailing address: 48 UNION STREET, SUITE 1C, STAMFORD, CT, United States, 06906
ZIP code: 06906
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: max@summertax.com

Industry & Business Activity

NAICS

541219 Other Accounting Services

This U.S. industry comprises establishments (except offices of CPAs) engaged in providing accounting services (except tax return preparation services only or payroll services only). These establishments may also provide tax return preparation or payroll services. Accountant (except CPA) offices, bookkeeper offices, and billing offices are included in this industry. Learn more at the U.S. Census Bureau

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SUMMER ASSOCIATES INC. DEFINED BENEFIT 2023 061232895 2024-10-14 SUMMER ASSOCIATES INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2023-01-01
Business code 541211
Sponsor’s telephone number 2033274311
Plan sponsor’s address 48 UNION ST., STE 1C, STAMFORD, CT, 06906
SUMMER ASSOCIATES INC. RETIREMENT PLAN 2023 061232895 2024-10-14 SUMMER ASSOCIATES INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541211
Sponsor’s telephone number 2033274311
Plan sponsor’s address 48 UNION STREET, STE 1C, STAMFORD, CT, 06906
SUMMER ASSOCIATES INC. RETIREMENT PLAN 2022 061232895 2023-10-10 SUMMER ASSOCIATES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541211
Sponsor’s telephone number 2033274311
Plan sponsor’s address 48 UNION STREET, STE 1C, STAMFORD, CT, 06906
SUMMER ASSOCIATES INC. RETIREMENT PLAN 2021 061232895 2022-10-13 SUMMER ASSOCIATES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541211
Sponsor’s telephone number 2033274311
Plan sponsor’s address 48 UNION STREET, STE 1C, STAMFORD, CT, 06906

Agent

Name Role
SERENDIPITY ASSOCIATES LLC Agent

Officer

Name Role Business address Residence address
KEITH W WOFSEY Officer 48 UNION STREET, SUITE 1C, STAMFORD, CT, 06906, United States 48 UNION ST STE 1C, STAMFORD, CT, 06906, United States
MAXIMILIAN MONTAGNINO Officer 48 UNION STREET, SUITE 1C, STAMFORD, CT, 06906, United States 48 UNION STREET, SUITE 1C, STAMFORD, CT, 06906, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012216680 2024-11-29 - Annual Report Annual Report -
BF-0011385902 2023-10-30 - Annual Report Annual Report -
BF-0010278642 2022-11-14 - Annual Report Annual Report 2022
BF-0010157564 2021-11-29 - Annual Report Annual Report -
0006998200 2020-10-09 - Annual Report Annual Report 2020
0006908036 2020-05-21 - Interim Notice Interim Notice -
0006655123 2019-10-04 - Annual Report Annual Report 2019
0006268078 2018-10-30 - Annual Report Annual Report 2018
0005958474 2017-11-01 - Annual Report Annual Report 2017
0005686162 2016-11-03 - Annual Report Annual Report 2016
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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