Search icon

BREEN & ASSOCIATES, LLC

Headquarter
Date of last update: 14 Apr 2025. Data updated weekly.

Company Details

Entity Name: BREEN & ASSOCIATES, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 10 Apr 1995
Business ALEI: 0514469
Annual report due: 31 Mar 2026
Business address: 1009 ROUND HILL ROAD, FAIRFIELD, CT, 06824, United States
Mailing address: P.O. BOX 728, FAIRFIELD, CT, United States, 06824
ZIP code: 06824
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: wbreen@breenassociates.com

Industry & Business Activity

NAICS

541990 All Other Professional, Scientific, and Technical Services

This industry comprises establishments primarily engaged in the provision of professional, scientific, or technical services (except legal services; accounting, tax preparation, bookkeeping, and related services; architectural, engineering, and related services; specialized design services; computer systems design and related services; management, scientific, and technical consulting services; scientific research and development services; advertising, public relations, and related services; market research and public opinion polling; photographic services; translation and interpretation services; and veterinary services). Learn more at the U.S. Census Bureau

Links between entities

Type Company Name Company Number State
Headquarter of BREEN & ASSOCIATES, LLC, NEW YORK 2025219 NEW YORK
Headquarter of BREEN & ASSOCIATES, LLC, FLORIDA M00000000468 FLORIDA

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
6THW2 Active Non-Manufacturer 2012-12-05 2024-03-08 - -

Contact Information

POC WILLIAM P. BREEN
Phone +1 203-319-9388
Fax +1 203-319-9626
Address 45 SHERMAN ST, FAIRFIELD, CT, 06824 5821, UNITED STATES

Ownership of Offeror Information

Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BREEN & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 061423369 2024-07-28 BREEN & ASSOCIATES LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 2033199388
Plan sponsor’s address PO BOX 728, FAIRFIELD, CT, 068240728

Signature of

Role Plan administrator
Date 2024-07-28
Name of individual signing WILLIAM BREEN
Valid signature Filed with authorized/valid electronic signature
BREEN & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 061423369 2023-08-18 BREEN & ASSOCIATES LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 2033199388
Plan sponsor’s address PO BOX 728, FAIRFIELD, CT, 068240728

Signature of

Role Plan administrator
Date 2023-08-18
Name of individual signing WPBREEN43
Valid signature Filed with authorized/valid electronic signature
BREEN & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 061423369 2022-07-20 BREEN & ASSOCIATES LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 2033199388
Plan sponsor’s address PO BOX 728, FAIRFIELD, CT, 068240728

Signature of

Role Plan administrator
Date 2022-07-20
Name of individual signing WILLIAM P BREEN
Valid signature Filed with authorized/valid electronic signature
BREEN & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 061423369 2021-08-01 BREEN & ASSOCIATES LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 2033199388
Plan sponsor’s address PO BOX 728, FAIRFIELD, CT, 068240728

Signature of

Role Plan administrator
Date 2021-08-01
Name of individual signing WILLIAM P BREEN
Valid signature Filed with authorized/valid electronic signature
BREEN & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 061423369 2020-07-30 BREEN & ASSOCIATES LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 2033199388
Plan sponsor’s address PO BOX 728, FAIRFIELD, CT, 068240728

Signature of

Role Plan administrator
Date 2020-07-30
Name of individual signing WILLIAM P BREEN
Valid signature Filed with authorized/valid electronic signature
BREEN ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST 2018 061423369 2019-07-22 BREEN & ASSOCIATES LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 2033199388
Plan sponsor’s address PO BOX 728, FAIRFIELD, CT, 068240728

Signature of

Role Plan administrator
Date 2019-07-22
Name of individual signing WILLIAM P BREEN
Valid signature Filed with authorized/valid electronic signature
BREEN ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST 2017 061423369 2018-07-31 BREEN & ASSOCIATES LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 2033199388
Plan sponsor’s address PO BOX 728, FAIRFIELD, CT, 068240728

Signature of

Role Plan administrator
Date 2018-07-31
Name of individual signing WILLIAM P BREEN
Valid signature Filed with authorized/valid electronic signature
BREEN ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST 2016 061423369 2017-07-20 BREEN & ASSOCIATES LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 2033199388
Plan sponsor’s address PO BOX 728, FAIRFIELD, CT, 068240728

Signature of

Role Plan administrator
Date 2017-07-20
Name of individual signing WILLIAM P. BREEN
Valid signature Filed with authorized/valid electronic signature
BREEN ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST 2015 061423369 2016-07-29 BREEN & ASSOCIATES LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 2033199388
Plan sponsor’s address PO BOX 728, FAIRFIELD, CT, 068240728

Signature of

Role Plan administrator
Date 2016-07-29
Name of individual signing WILLIAM P. BREEN
Valid signature Filed with authorized/valid electronic signature
BREEN ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST 2014 061423369 2015-07-16 BREEN & ASSOCIATES LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 2033199388
Plan sponsor’s address PO BOX 728, FAIRFIELD, CT, 068240728

Signature of

Role Plan administrator
Date 2015-07-16
Name of individual signing WILLIAM P. BREEN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
WILLIAM P BREEN Agent 1009 ROUND HILL ROAD, FAIRFIELD, CT, 06824, United States 1009 ROUND HILL ROAD, FAIRFIELD, CT, 06824, United States +1 203-543-0055 wbreen@breenassociates.com 1009 ROUND HILL ROAD, FAIRFIELD, CT, 06824, United States

Officer

Name Role Business address Residence address
WILLIAM P. BREEN Officer 1009 ROUND HILL ROAD, FAIRFIELD, CT, 06824, United States 1009 ROUND HILL ROAD, FAIRFIELD, CT, 06824, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012923250 2025-02-19 - Annual Report Annual Report -
BF-0012359881 2024-10-16 - Annual Report Annual Report -
BF-0011256212 2023-07-06 - Annual Report Annual Report -
BF-0010296467 2022-01-11 - Annual Report Annual Report 2022
0007190398 2021-02-25 - Annual Report Annual Report 2021
0006956185 2020-07-31 - Annual Report Annual Report 2020
0006466849 2019-03-14 - Annual Report Annual Report 2018
0006466852 2019-03-14 - Annual Report Annual Report 2019
0006466846 2019-03-14 - Annual Report Annual Report 2017
0005552143 2016-04-28 - Annual Report Annual Report 2016

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8120477301 2020-05-01 0156 PPP 1009 ROUND HILL RD, FAIRFIELD, CT, 06824-7327
Loan Status Date 2021-04-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 27632
Loan Approval Amount (current) 27632
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address FAIRFIELD, FAIRFIELD, CT, 06824-7327
Project Congressional District CT-04
Number of Employees 1
NAICS code 561110
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 27858.36
Forgiveness Paid Date 2021-02-25
2591678308 2021-01-21 0156 PPS 1009 Round Hill Rd, Fairfield, CT, 06824-7327
Loan Status Date 2021-09-24
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 27632
Loan Approval Amount (current) 27632
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Fairfield, FAIRFIELD, CT, 06824-7327
Project Congressional District CT-04
Number of Employees 1
NAICS code 541990
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 27795.52
Forgiveness Paid Date 2021-08-26
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