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  5. CHAVES & ASSOCIATES, LLP

CHAVES & ASSOCIATES, LLP

Company Details

Entity Name: CHAVES & ASSOCIATES, LLP
Jurisdiction: Connecticut
Legal type: LLP
Citizenship: Domestic
Status: Renunciated
Date Formed: 24 Feb 1997
Business ALEI: 0556913
Annual report due: 23 Feb 2020
Business address: 1555 POST ROAD EAST, WESTPORT, CT, 06880, United States
Mailing address: 1555 POST ROAD EAST, WESTPORT, CT, United States, 06880
ZIP code: 06880
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: so@chaves.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHAVES & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN & TRUST 2014 061472423 2015-05-18 CHAVES & ASSOCIATES, LLP 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 561300
Sponsor’s telephone number 2032222222
Plan sponsor’s address 418 MEADOW STREET, SUITE 203, FAIRFIELD, CT, 06824

Signature of
Role Plan administrator
Date 2015-05-18
Name of individual signing STEPHEN OZYCK, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-05-18
Name of individual signing STEPHEN OZYCK
Valid signature Filed with authorized/valid electronic signature
CHAVES & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN & TRUST 2013 061472423 2014-03-10 CHAVES & ASSOCIATES, LLP 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 561300
Sponsor’s telephone number 2032222222
Plan sponsor’s address 418 MEADOW STREET, SUITE 203, FAIRFIELD, CT, 06824

Signature of
Role Plan administrator
Date 2014-03-10
Name of individual signing STEPHEN OZYCK, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-03-10
Name of individual signing STEPHEN OZYCK
Valid signature Filed with authorized/valid electronic signature
CHAVES & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN & TRUST 2012 061472423 2013-05-13 CHAVES & ASSOCIATES, LLP 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 561300
Sponsor’s telephone number 2032222222
Plan sponsor’s address 418 MEADOW STREET, SUITE 203, FAIRFIELD, CT, 06824

Signature of
Role Plan administrator
Date 2013-05-13
Name of individual signing STEPHEN OZYCK, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-05-13
Name of individual signing STEPHEN OZYCK
Valid signature Filed with authorized/valid electronic signature
CHAVES & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN & TRUST 2011 061472423 2012-04-25 CHAVES & ASSOCIATES, LLP 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 561300
Sponsor’s telephone number 2032222222
Plan sponsor’s address 418 MEADOW STREET, SUITE 203, FAIRFIELD, CT, 06824

Plan administrator’s name and address
Administrator’s EIN 061472423
Plan administrator’s name CHAVES & ASSOCIATES, LLP
Plan administrator’s address 418 MEADOW STREET, SUITE 203, FAIRFIELD, CT, 06824
Administrator’s telephone number 2032222222

Signature of
Role Plan administrator
Date 2012-04-25
Name of individual signing STEPHEN OZYCK, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-04-25
Name of individual signing STEPHEN OZYCK
Valid signature Filed with authorized/valid electronic signature
CHAVES & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN & TRUST 2010 061472423 2011-07-06 CHAVES & ASSOCIATES, LLP 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 561300
Sponsor’s telephone number 2032222222
Plan sponsor’s address 22 CRESCENT ROAD, WESTPORT, CT, 06880

Plan administrator’s name and address
Administrator’s EIN 061472423
Plan administrator’s name CHAVES & ASSOCIATES, LLP
Plan administrator’s address 22 CRESCENT ROAD, WESTPORT, CT, 06880
Administrator’s telephone number 2032222222

Signature of
Role Plan administrator
Date 2011-07-06
Name of individual signing STEPHEN OZYCK, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-06
Name of individual signing STEPHEN OZYCK
Valid signature Filed with authorized/valid electronic signature
CHAVES & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN & TRUST 2009 061472423 2010-10-15 CHAVES & ASSOCIATES, LLP 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 561300
Sponsor’s telephone number 2032222222
Plan sponsor’s address 22 CRESCENT ROAD, WESTPORT, CT, 06880

Plan administrator’s name and address
Administrator’s EIN 061472423
Plan administrator’s name CHAVES & ASSOCIATES, LLP
Plan administrator’s address 22 CRESCENT ROAD, WESTPORT, CT, 06880
Administrator’s telephone number 2032222222

Signature of
Role Plan administrator
Date 2010-10-15
Name of individual signing STEPHEN OZYCK, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-10-15
Name of individual signing STEPHEN OZYCK
Valid signature Filed with authorized/valid electronic signature

Filing

Filing number Filing date Effective date Filing category Filing type Report year
0006733746 2020-01-27 2020-01-27 Renunciation of Status Renunciation of Status Report No data
0006534110 2019-04-15 No data Annual Report Annual Report 2018
0006534115 2019-04-15 No data Annual Report Annual Report 2019
0005998409 2018-01-08 No data Annual Report Annual Report 2017
0005998404 2018-01-08 No data Annual Report Annual Report 2016
0005540430 2016-04-14 No data Annual Report Annual Report 2015
0005027267 2014-01-27 No data Annual Report Annual Report 2014
0004847127 2013-04-24 No data Annual Report Annual Report 2013
0004509975 2012-01-24 No data Annual Report Annual Report 2012
0004419878 2011-03-09 No data Annual Report Annual Report 2011

Related by officers

No related officers

Related by address

1555 POST ROAD EAST, WESTPORT, CT, 06880, United States

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SHERPA I, LLC SHERPA ANGELS, INC

Date of last update: 06 Jan 2025

Sources: Connecticut's Official State Website

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