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GEORGETOWN FINANCIAL GROUP, INC.

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

Company Details

Entity Name: GEORGETOWN FINANCIAL GROUP, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 17 Jul 1996
Business ALEI: 0536893
Annual report due: 17 Jul 2025
Business address: 73 Redding Rd, Georgetown, CT, 06829, United States
Mailing address: P.O. BOX 11, GEORGETOWN, CT, United States, 06829-0011
ZIP code: 06829
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 1000
E-Mail: john@gfginc.com

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau

Links between entities

Type Company Name Company Number State
Headquarter of GEORGETOWN FINANCIAL GROUP, INC., NEW YORK 2166015 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GEORGETOWN FINANCIAL GROUP, INC. 401(K) PLAN 2023 061460536 2024-04-01 GEORGETOWN FINANCIAL GROUP, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-05-01
Business code 524210
Sponsor’s telephone number 2035449300
Plan sponsor’s address 73 REDDING RD, P.O. BOX 11, GEORGETOWN, CT, 06829

Signature of

Role Plan administrator
Date 2024-04-01
Name of individual signing JOHN DESALVA
Valid signature Filed with authorized/valid electronic signature
GEORGETOWN FINANCIAL GROUP, INC. 401(K) PLAN 2022 061460536 2023-05-30 GEORGETOWN FINANCIAL GROUP, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-05-01
Business code 524210
Sponsor’s telephone number 2035449300
Plan sponsor’s address 73 REDDING RD, P.O. BOX 11, GEORGETOWN, CT, 06829

Signature of

Role Plan administrator
Date 2023-05-30
Name of individual signing JOHN DESALVA
Valid signature Filed with authorized/valid electronic signature
GEORGETOWN FINANCIAL GROUP, INC. 401(K) PLAN 2021 061460536 2022-04-25 GEORGETOWN FINANCIAL GROUP, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-05-01
Business code 524210
Sponsor’s telephone number 2035449300
Plan sponsor’s address 73 REDDING RD, P.O. BOX 11, GEORGETOWN, CT, 06829

Signature of

Role Plan administrator
Date 2022-04-25
Name of individual signing JOHN DESALVA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-04-25
Name of individual signing JOHN A DESALVA
Valid signature Filed with authorized/valid electronic signature
GEORGETOWN FINANCIAL GROUP, INC. 401(K) PLAN 2020 061460536 2021-04-06 GEORGETOWN FINANCIAL GROUP, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-05-01
Business code 524210
Sponsor’s telephone number 2035449300
Plan sponsor’s address 73 REDDING RD, P.O. BOX 11, GEORGETOWN, CT, 06829

Signature of

Role Plan administrator
Date 2021-04-06
Name of individual signing JOHN DESALVA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-04-06
Name of individual signing JOHN A DESALVA
Valid signature Filed with authorized/valid electronic signature
GEORGETOWN FINANCIAL GROUP, INC. 401(K) PLAN 2019 061460536 2020-06-18 GEORGETOWN FINANCIAL GROUP, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-05-01
Business code 524210
Sponsor’s telephone number 2035449300
Plan sponsor’s address 73 REDDING RD, P.O. BOX 11, GEORGETOWN, CT, 06829

Signature of

Role Plan administrator
Date 2020-06-18
Name of individual signing JOHN DESALVA
Valid signature Filed with authorized/valid electronic signature
GEORGETOWN FINANCIAL GROUP, INC. 401(K) PLAN 2018 061460536 2019-07-08 GEORGETOWN FINANCIAL GROUP, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-05-01
Business code 524210
Sponsor’s telephone number 2035449300
Plan sponsor’s address 73 REDDING RD, P.O. BOX 11, GEORGETOWN, CT, 06829

Signature of

Role Plan administrator
Date 2019-07-08
Name of individual signing JOHN DESALVA
Valid signature Filed with authorized/valid electronic signature
GEORGETOWN FINANCIAL GROUP, INC. 401(K) PLAN 2017 061460536 2018-10-10 GEORGETOWN FINANCIAL GROUP, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-05-01
Business code 524210
Sponsor’s telephone number 2035449300
Plan sponsor’s address P.O. BOX 11, GEORGETOWN, CT, 068290011

Signature of

Role Plan administrator
Date 2018-10-10
Name of individual signing JOHN DESALVA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-10
Name of individual signing JOHN DESALVA
Valid signature Filed with authorized/valid electronic signature
GEORGETOWN FINANCIAL GROUP, INC. 401(K) PLAN 2016 061460536 2017-07-20 GEORGETOWN FINANCIAL GROUP, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-05-01
Business code 524210
Sponsor’s telephone number 2035449300
Plan sponsor’s address P.O. BOX 11, GEORGETOWN, CT, 068290011

Signature of

Role Plan administrator
Date 2017-07-20
Name of individual signing SUSAN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-20
Name of individual signing SUSAN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
GEORGETOWN FINANCIAL GROUP, INC. 401(K) PLAN 2015 061460536 2016-10-14 GEORGETOWN FINANCIAL GROUP, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-05-01
Business code 524210
Sponsor’s telephone number 2035449300
Plan sponsor’s address 73 REDDING ROAD, P.O. BOX 11, GEORGETOWN, CT, 06829

Signature of

Role Plan administrator
Date 2016-10-14
Name of individual signing SUSAN SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-14
Name of individual signing SUSAN SCHAEFER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JOHN A. DESALVA Agent 73 Redding Rd, Redding, CT, 06896-3210, United States P.O. Box 11, GEORGETOWN, CT, 06829-0011, United States +1 203-722-6218 john@gfginc.com 52 High Ridge Road, Redding, CT, 06896, United States

Officer

Name Role Business address Phone E-Mail Residence address
SUSAN B. SCHAEFER Officer 73 REDDING ROAD, GEORGETOWN, CT, 06829-0011, United States - - 18 COLONIAL ROAD, WESTPORT, CT, 06880, United States
JOHN A. DESALVA Officer 73 REDDING ROAD, GEORGETOWN, CT, 06829-0011, United States +1 203-722-6218 john@gfginc.com 52 High Ridge Road, Redding, CT, 06896, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012296112 2024-06-17 - Annual Report Annual Report -
BF-0011256439 2023-06-21 - Annual Report Annual Report -
BF-0010308073 2022-06-17 - Annual Report Annual Report 2022
BF-0009759118 2021-07-19 - Annual Report Annual Report -
0007022044 2020-11-19 - Annual Report Annual Report 2020
0006573359 2019-06-11 - Annual Report Annual Report 2019
0006290274 2018-12-11 - Annual Report Annual Report 2018
0005886469 2017-07-12 - Annual Report Annual Report 2017
0005610559 2016-07-23 - Annual Report Annual Report 2016
0005386095 2015-08-25 - Annual Report Annual Report 2015

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1961247207 2020-04-15 0156 PPP 73 Redding Rd., Georgetown, CT, 06829
Loan Status Date 2021-07-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 264080
Loan Approval Amount (current) 264080
Undisbursed Amount 0
Franchise Name -
Lender Location ID 29805
Servicing Lender Name TD Bank, National Association
Servicing Lender Address 2035 Limestone Rd, WILMINGTON, DE, 19808-5529
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Georgetown, FAIRFIELD, CT, 06829-0001
Project Congressional District CT-04
Number of Employees 15
NAICS code 524128
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Partnership
Originating Lender ID 29805
Originating Lender Name TD Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 267080.24
Forgiveness Paid Date 2021-06-11
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