| Entity Name: | CAHILL & ASSOCIATES FINANCIAL SERVICES, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 01 May 1996 |
| Business ALEI: | 0535697 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 75 BERLIN ROAD, CROMWELL, CT, 06416, United States |
| Mailing address: | 75 BERLIN RD, Ste 110, CROMWELL, CT, United States, 06416 |
| ZIP code: | 06416 |
| County: | Middlesex |
| Place of Formation: | CONNECTICUT |
| E-Mail: | wcahill@cahillfinancial.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAHILL AND ASSOCIATES 401K PLAN | 2009 | 383655863 | 2010-09-01 | CAHILL & ASSOCIATES FINANCIAL SERVICES, LLC | 2 | |||||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 383655863 |
| Plan administrator’s name | CAHILL & ASSOCIATES FINANCIAL SERVICES, LLC |
| Plan administrator’s address | 75 BERLIN RD STE 110, CROMWELL, CT, 064162633 |
| Administrator’s telephone number | 8606354800 |
Signature of
| Role | Plan administrator |
| Date | 2010-09-01 |
| Name of individual signing | WILLIAM J CAHILL |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| WILLIAM J. CAHILL | Agent | 75 BERLIN ROAD SUITE 110 SUITE 110, CROMWELL, CT, 06416, United States | 75 BERLIN ROAD, SUITE 110, CROMWELL, CT, 06416, United States | +1 860-212-9889 | wcahill@cahillfinancial.com | CONNECTICUT, 5 FENNWOOD DRIVE, CROMWELL, CT, 06416, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| WILLIAM J. CAHILL | Officer | 75 BERLIN ROAD, SUITE 110, CROMWELL, CT, 06416, United States | +1 860-212-9889 | wcahill@cahillfinancial.com | CONNECTICUT, 5 FENNWOOD DRIVE, CROMWELL, CT, 06416, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | CAHILL & ASSOCIATES INSURANCE & FINANCIAL SERVICES, LLC | CAHILL & ASSOCIATES FINANCIAL SERVICES, LLC | 1999-11-05 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012296094 | 2024-02-15 | No data | Annual Report | Annual Report | No data |
| BF-0011256853 | 2023-05-05 | No data | Annual Report | Annual Report | No data |
| BF-0010358327 | 2022-03-08 | No data | Annual Report | Annual Report | 2022 |
| 0007218570 | 2021-03-11 | No data | Annual Report | Annual Report | 2021 |
| 0007178069 | 2021-02-19 | No data | Annual Report | Annual Report | 2020 |
| 0006458609 | 2019-03-13 | No data | Annual Report | Annual Report | 2017 |
| 0006458621 | 2019-03-13 | No data | Annual Report | Annual Report | 2019 |
| 0006458616 | 2019-03-13 | No data | Annual Report | Annual Report | 2018 |
| 0005574102 | 2016-05-25 | No data | Annual Report | Annual Report | 2016 |
| 0005574099 | 2016-05-25 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
