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  5. FIONDELLA INSURANCE & RETIREMENT PLANNING, INC.

FIONDELLA INSURANCE & RETIREMENT PLANNING, INC.

Company Details

Entity Name: FIONDELLA INSURANCE & RETIREMENT PLANNING, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 03 Jan 1994
Business ALEI: 0293553
Annual report due: 03 Jan 2026
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 90 HOPMEADOW STREET, WEATOGUE, CT, 06089, United States
Mailing address: 90 HOPMEADOW STREET, WEATOGUE, CT, United States, 06089
ZIP code: 06089
County: Hartford
Place of Formation: CONNECTICUT
Total authorized shares: 1000
E-Mail: rfiondella@fiondella.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2023 061387126 2024-09-24 FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 8604086188
Plan sponsor’s address 90 HOPMEADOW STREET, SIMSBURY, CT, 06089

Signature of
Role Plan administrator
Date 2024-09-24
Name of individual signing ROBERT FIONDELLA
Valid signature Filed with authorized/valid electronic signature
FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2022 061387126 2023-08-28 FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 8604086188
Plan sponsor’s address 90 HOPMEADOW STREET, SIMSBURY, CT, 06089

Signature of
Role Plan administrator
Date 2023-08-28
Name of individual signing ROBERT FIONDELLA
Valid signature Filed with authorized/valid electronic signature
FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2021 061387126 2022-07-27 FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 8604086188
Plan sponsor’s address 90 HOPMEADOW STREET, SIMSBURY, CT, 06089

Signature of
Role Plan administrator
Date 2022-07-27
Name of individual signing ROBERT FIONDELLA
Valid signature Filed with authorized/valid electronic signature
FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2020 061387126 2021-07-26 FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 8604086188
Plan sponsor’s address 90 HOPMEADOW STREET, SIMSBURY, CT, 06089

Signature of
Role Plan administrator
Date 2021-07-26
Name of individual signing ROBERT FIONDELLA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-26
Name of individual signing ROBERT FIONDELLA
Valid signature Filed with authorized/valid electronic signature
FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2019 061387126 2020-07-22 FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 8604086188
Plan sponsor’s address 90 HOPMEADOW STREET, SIMSBURY, CT, 06089

Signature of
Role Plan administrator
Date 2020-07-22
Name of individual signing ROBERT FIONDELLA
Valid signature Filed with authorized/valid electronic signature
FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2018 061387126 2019-07-19 FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 8604086188
Plan sponsor’s address 90 HOPMEADOW STREET, SIMSBURY, CT, 06089

Signature of
Role Plan administrator
Date 2019-07-19
Name of individual signing ROBERT FIONDELLA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-19
Name of individual signing ROBERT FIONDELLA
Valid signature Filed with authorized/valid electronic signature
FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2017 061387126 2018-05-04 FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 8604086188
Plan sponsor’s address 90 HOPMEADOW STREET, SIMSBURY, CT, 06089

Signature of
Role Plan administrator
Date 2018-05-04
Name of individual signing ROBERT FIONDELLA
Valid signature Filed with authorized/valid electronic signature
FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2016 061387126 2017-07-13 FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 8604086188
Plan sponsor’s address 90 HOPMEADOW STREET, SIMSBURY, CT, 06089

Signature of
Role Plan administrator
Date 2017-07-13
Name of individual signing ROBERT FIONDELLA
Valid signature Filed with authorized/valid electronic signature
FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2015 061387126 2016-07-14 FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 8604086188
Plan sponsor’s address 92 HOPMEADOW STREET, SIMSBURY, CT, 06089

Signature of
Role Plan administrator
Date 2016-07-14
Name of individual signing ROBERT FIONDELLA
Valid signature Filed with authorized/valid electronic signature
FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 061387126 2015-06-05 FIONDELLA INSURANCE & RETIREMENT PLANNING, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 8604086188
Plan sponsor’s address 92 HOPMEADOW STREET, SIMSBURY, CT, 06089

Signature of
Role Plan administrator
Date 2015-06-03
Name of individual signing ROBERT FIONDELLA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-03
Name of individual signing ROBERT FIONDELLA
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
MICHELE K. FIONDELLA Officer No data 3 CHELSEA PLACE, FARMINGTON, CT, 06032, United States
ROBERT J. FIONDELLA Officer 90 HOPMEADOW STREET, SIMSBURY, CT, 06089, United States 3 CHELSEA PLACE, FARMINGTON, CT, 06032, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
ROBERT FIONDELLA Agent 90 HOPMEADOW STREET, WEATOGUE, CT, 06089, United States 90 HOPMEADOW STREET, WEATOGUE, CT, 06089, United States +1 860-209-2392 rfiondella@fiondella.com 217 MONTOWESE AVENUE, NORTH HAVEN, CT, 06473, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012921985 2024-12-30 No data Annual Report Annual Report No data
BF-0012357696 2024-01-02 No data Annual Report Annual Report No data
BF-0010601952 2023-04-05 No data Annual Report Annual Report No data
BF-0011255120 2023-04-05 No data Annual Report Annual Report No data
BF-0009887546 2022-05-18 No data Annual Report Annual Report No data
BF-0009129409 2022-05-18 No data Annual Report Annual Report 2020
0006297148 2018-12-21 No data Annual Report Annual Report 2019
0006145193 2018-03-29 No data Annual Report Annual Report 2018
0005772493 2017-02-22 No data Annual Report Annual Report 2017
0005488698 2016-02-17 No data Annual Report Annual Report 2016

Related by officers

ROBERT J. FIONDELLA

FF&W, LLC RF CAPITAL, LLC F & H PROPERTIES, LLC WEALTH PRESERVATION PARTNERS, LLC FDMM ASSOCIATES, LLC FIONDELLA FAMILY FOUNDATION, INC. AMY'S ANGELS CORPORATION ANDERSON 1708, LLC WEALTH MANAGEMENT SOLUTIONS, LLC FARMINGTON VALLEY REAL ESTATE ASSOCIATES, LLC

ROBERT FIONDELLA

FIONCIO, LLC REVV LABS, LLC FIONDELLA & CARLSON AGENCY, LLC

Related by address

90 HOPMEADOW STREET, WEATOGUE, CT, 06089, United States

ANDERSON 1708, LLC

90 HOPMEADOW STREET, WEATOGUE, CT, United States, 06089

ANDERSON 1708, LLC

Date of last update: 06 Jan 2025

Sources: Connecticut's Official State Website

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