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  5. OAK FINANCIAL GROUP, INC.

OAK FINANCIAL GROUP, INC.

Headquarter

Company Details

Entity Name: OAK FINANCIAL GROUP, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 05 Feb 1990
Business ALEI: 0269908
Annual report due: 05 Feb 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 51 CYPRESS DR, STAMFORD, CT, 06903, United States
Mailing address: 1177 HIGH RIDGE RD, STAMFORD, CT, United States, 06905
ZIP code: 06903
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 20000
E-Mail: kori@oakfingroup.com

Links between entities

Type Company Name Company Number State
Headquarter of OAK FINANCIAL GROUP, INC., NEW YORK 1627564 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OAK FINANCIAL GROUP, INC. RETIREMENT PLAN 2023 061289354 2024-07-31 OAK FINANCIAL GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 2033299043
Plan sponsor’s address 51 CYPRESS DRIVE, STAMFORD, CT, 06903

Signature of
Role Plan administrator
Date 2024-07-31
Name of individual signing NEIL HACKMAN
Valid signature Filed with authorized/valid electronic signature
OAK FINANCIAL GROUP, INC. PENSION PLAN 2023 061289354 2024-07-31 OAK FINANCIAL GROUP, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 2033299043
Plan sponsor’s address 51 CYPRESS DRIVE, STAMFORD, CT, 06903

Signature of
Role Plan administrator
Date 2024-07-31
Name of individual signing NEIL HACKMAN
Valid signature Filed with authorized/valid electronic signature
OAK FINANCIAL GROUP, INC. PENSION PLAN 2022 061289354 2023-06-07 OAK FINANCIAL GROUP, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 2033299043
Plan sponsor’s address 51 CYPRESS DRIVE, STAMFORD, CT, 06903

Signature of
Role Plan administrator
Date 2023-06-07
Name of individual signing NEIL HACKMAN
Valid signature Filed with authorized/valid electronic signature
OAK FINANCIAL GROUP, INC. RETIREMENT PLAN 2022 061289354 2023-06-07 OAK FINANCIAL GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 2033299043
Plan sponsor’s address 51 CYPRESS DRIVE, STAMFORD, CT, 06903

Signature of
Role Plan administrator
Date 2023-06-07
Name of individual signing NEIL HACKMAN
Valid signature Filed with authorized/valid electronic signature
OAK FINANCIAL GROUP, INC. PENSION PLAN 2021 061289354 2022-08-31 OAK FINANCIAL GROUP, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 2033299043
Plan sponsor’s address 51 CYPRESS DRIVE, STAMFORD, CT, 06903

Signature of
Role Plan administrator
Date 2022-08-31
Name of individual signing NEIL HACKMAN
Valid signature Filed with authorized/valid electronic signature
OAK FINANCIAL GROUP, INC. RETIREMENT PLAN 2021 061289354 2022-08-31 OAK FINANCIAL GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 2033299043
Plan sponsor’s address 51 CYPRESS DRIVE, STAMFORD, CT, 06903

Signature of
Role Plan administrator
Date 2022-08-31
Name of individual signing NEIL HACKMAN
Valid signature Filed with authorized/valid electronic signature
OAK FINANCIAL GROUP, INC. PENSION PLAN 2020 061289354 2021-06-16 OAK FINANCIAL GROUP, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 2033299043
Plan sponsor’s address 51 CYPRESS DRIVE, STAMFORD, CT, 06903

Signature of
Role Plan administrator
Date 2021-06-16
Name of individual signing NEIL HACKMAN
Valid signature Filed with authorized/valid electronic signature
OAK FINANCIAL GROUP, INC. RETIREMENT PLAN 2020 061289354 2021-06-16 OAK FINANCIAL GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 2033299043
Plan sponsor’s address 51 CYPRESS DRIVE, STAMFORD, CT, 06903

Signature of
Role Plan administrator
Date 2021-06-16
Name of individual signing NEIL HACKMAN
Valid signature Filed with authorized/valid electronic signature
OAK FINANCIAL GROUP, INC. PENSION PLAN 2019 061289354 2020-01-24 OAK FINANCIAL GROUP, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 2033299043
Plan sponsor’s address 51 CYPRESS DRIVE, STAMFORD, CT, 06903

Signature of
Role Plan administrator
Date 2020-01-24
Name of individual signing NEIL HACKMAN
Valid signature Filed with authorized/valid electronic signature
OAK FINANCIAL GROUP, INC. RETIREMENT PLAN 2019 061289354 2020-01-24 OAK FINANCIAL GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 523900
Sponsor’s telephone number 2033299043
Plan sponsor’s address 51 CYPRESS DRIVE, STAMFORD, CT, 06903

Signature of
Role Plan administrator
Date 2020-01-24
Name of individual signing NEIL HACKMAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
NEIL D. HACKMAN Agent 51 CYPRESS DR., STAMFORD, CT, 06903, United States 51 CYPRESS DR., STAMFORD, CT, 06903, United States +1 203-856-5399 kori@oakfingroup.com 51 CYPRESS DR., STAMFORD, CT, 06903, United States

Officer

Name Role Business address Residence address
NEIL DAVID HACKMAN Officer 51 CYPRESS DR, STAMFORD, CT, 06903, United States 51 CYPRESS DR, STAMFORD, CT, 06903, United States
MERRYL HACKMAN Officer 51 CYPRESS DR, STAMFORD, CT, 06903, United States 51 CYPRESS DR, STAMFORD, CT, 06903, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012270293 2024-01-30 No data Annual Report Annual Report No data
BF-0011390794 2023-02-03 No data Annual Report Annual Report No data
BF-0010230426 2022-01-31 No data Annual Report Annual Report 2022
0007227866 2021-03-12 No data Annual Report Annual Report 2021
0006737005 2020-01-30 No data Annual Report Annual Report 2019
0006737007 2020-01-30 No data Annual Report Annual Report 2020
0006320222 2019-01-14 No data Annual Report Annual Report 2018
0006320217 2019-01-14 No data Annual Report Annual Report 2017
0005537810 2016-04-12 No data Annual Report Annual Report 2016
0005273635 2015-02-05 No data Annual Report Annual Report 2015

Related by officers

MERRYL HACKMAN

NDH CYPRESS DRIVE REALTY LLC

Related by address

1177 HIGH RIDGE RD, STAMFORD, CT, United States, 06905

DESIGN WITH DICE LLC TEAL DRAGON CONSULTING LLC DAYCROFT SCHOOL FOUNDATION, INCORPORATED THE PLEXEON LOGISTICS, INC. TECHNOLOGY ON THE MOVE, LLC LAW OFFICE OF KATHERINE POLAK, LLC. NETLIB SECURITY, INC. CATHOLICPSYCH, INC. EC REAL ESTATE LLC

Date of last update: 20 Jan 2025

Sources: Connecticut's Official State Website

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