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WOLLACKLEWITZ, LLC

Company Details

Entity Name: WOLLACKLEWITZ, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 11 Jan 1999
Business ALEI: 0611035
Annual report due: 31 Mar 2025
NAICS code: 541211 - Offices of Certified Public Accountants
Business address: 36 ELM ST., OLD SAYBROOK, CT, 06475, United States
Mailing address: 36 ELM ST. P.O. BOX 610, OLD SAYBROOK, CT, United States, 06475
ZIP code: 06475
County: Middlesex
Place of Formation: CONNECTICUT
E-Mail: dgiroux@wollacklewitz.cpa
E-Mail: mmatlosz@wollacklewitz.cpa

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WOLLACKLEWITZ RETIREMENT PLAN 2023 061533072 2024-10-04 WOLLACKLEWITZ 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 8603884451
Plan sponsor’s address PO BOX 610, 36 ELM STREET, OLD SAYBROOK, CT, 064750610

Signature of

Role Plan administrator
Date 2024-10-04
Name of individual signing BRENDAN REDFIELD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-04
Name of individual signing BRENDAN REDFIELD
Valid signature Filed with authorized/valid electronic signature
WOLLACKLEWITZ RETIREMENT PLAN 2022 061533072 2023-10-09 WOLLACKLEWITZ 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 8603884451
Plan sponsor’s address PO BOX 610, 36 ELM STREET, OLD SAYBROOK, CT, 064750610

Signature of

Role Plan administrator
Date 2023-10-09
Name of individual signing BRENDAN REDFIELD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-09
Name of individual signing BRENDAN REDFIELD
Valid signature Filed with authorized/valid electronic signature
WOLLACKLEWITZ RETIREMENT PLAN 2021 061533072 2022-10-03 WOLLACKLEWITZ 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 8603884451
Plan sponsor’s address PO BOX 610, 36 ELM STREET, OLD SAYBROOK, CT, 064750610

Signature of

Role Plan administrator
Date 2022-10-03
Name of individual signing DENNIS M GIROUX
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-03
Name of individual signing DENNIS M GIROUX
Valid signature Filed with authorized/valid electronic signature
LEWITZ BALOSIE WOLLACK RAYNER & GIROUX, LLC RETIREMENT PLAN 2020 061533072 2021-10-13 LEWITZ BALOSIE WOLLACK RAYNER & GIROUX, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 8603884451
Plan sponsor’s address PO BOX 610, 36 ELM STREET, OLD SAYBROOK, CT, 064750610

Signature of

Role Plan administrator
Date 2021-10-13
Name of individual signing DENNIS GIROUX
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-13
Name of individual signing DENNIS GIROUX
Valid signature Filed with authorized/valid electronic signature
LEWITZ BALOSIE WOLLACK RAYNER & GIROUX, LLC RETIREMENT PLAN 2019 061533072 2020-10-07 LEWITZ BALOSIE WOLLACK RAYNER & GIROUX, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 8603884451
Plan sponsor’s address PO BOX 610, 36 ELM STREET, OLD SAYBROOK, CT, 064750610

Signature of

Role Plan administrator
Date 2020-10-07
Name of individual signing JAMES RAYNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-07
Name of individual signing JAMES RAYNER
Valid signature Filed with authorized/valid electronic signature
LEWITZ BALOSIE WOLLACK RAYNER & GIROUX, LLC RETIREMENT PLAN 2018 061533072 2019-07-08 LEWITZ BALOSIE WOLLACK RAYNER & GIROUX, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 8603884451
Plan sponsor’s address PO BOX 610, 36 ELM STREET, OLD SAYBROOK, CT, 064750610

Signature of

Role Plan administrator
Date 2019-07-08
Name of individual signing JAMES RAYNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-08
Name of individual signing JAMES RAYNER
Valid signature Filed with authorized/valid electronic signature
LEWITZ BALOSIE WOLLACK RAYNER & GIROUX, LLC RETIREMENT PLAN 2017 061533072 2018-07-02 LEWITZ BALOSIE WOLLACK RAYNER & GIROUX, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 8603884451
Plan sponsor’s address PO BOX 610, 36 ELM STREET, OLD SAYBROOK, CT, 064750610

Signature of

Role Plan administrator
Date 2018-07-02
Name of individual signing JAMES RAYNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-02
Name of individual signing JAMES RAYNER
Valid signature Filed with authorized/valid electronic signature
LEWITZ BALOSIE WOLLACK RAYNER & GIROUX, LLC RETIREMENT PLAN 2016 061533072 2017-06-28 LEWITZ BALOSIE WOLLACK RAYNER & GIROUX, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 8603884451
Plan sponsor’s address PO BOX 610, 36 ELM STREET, OLD SAYBROOK, CT, 064750610

Signature of

Role Plan administrator
Date 2017-06-28
Name of individual signing JAMES RAYNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-06-28
Name of individual signing JAMES RAYNER
Valid signature Filed with authorized/valid electronic signature
LEWITZ BALOSIE WOLLACK RAYNER & GIROUX, LLC RETIREMENT PLAN 2015 061533072 2016-07-05 LEWITZ BALOSIE WOLLACK RAYNER & GIROUX, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 8603884451
Plan sponsor’s address PO BOX 610, 36 ELM STREET, OLD SAYBROOK, CT, 064750610

Signature of

Role Plan administrator
Date 2016-07-05
Name of individual signing JAMES RAYNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-05
Name of individual signing JAMES RAYNER
Valid signature Filed with authorized/valid electronic signature
LEWITZ BALOSIE WOLLACK RAYNER & GIROUX, LLC RETIREMENT PLAN 2014 061533072 2015-08-04 LEWITZ BALOSIE WOLLACK RAYNER & GIROUX, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 541211
Sponsor’s telephone number 8603884451
Plan sponsor’s address PO BOX 610, 36 ELM STREET, OLD SAYBROOK, CT, 064750610

Signature of

Role Plan administrator
Date 2015-08-04
Name of individual signing DENNIS GIROUX
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-08-04
Name of individual signing DENNIS GIROUX
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
BRENDAN E REDFIELD Officer 36 ELM STREET, PO BOX 610, OLD SAYBROOK, CT, 06475, United States 302 NORTH WAWECUS HILL ROAD, NORWICH, CT, 06360, United States
MARK D MATLOSZ Officer 36 ELM STREET, PO BOX 610, OLD SAYBROOK, CT, 06475, United States 11 STONEWALL LANE, GUILFORD, CT, 06437, United States
JOSEPH WOLLACK Officer 36 ELM STREET, OLD SAYBROOK, CT, 06475, United States 26 CLINTON AVE., OLD SAYBROOK, CT, 06475, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
MARK MATLOSZ Agent CT, United States 11 stonewall lane, GUILFORD, CT, 06437, United States +1 203-804-0339 mmatlosz@wollacklewitz.cpa 11 STONEWALL LANE, GUILFORD, CT, 06437, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
CPAP.0003436 CERTIFIED PUBLIC ACCOUNTING FIRM ACTIVE CURRENT 1999-02-02 2024-01-01 2024-12-31

History

Type Old value New value Date of change
Name change LEWITZ, BALOSIE, WOLLACK, RAYNER & GIROUX, LLC WOLLACKLEWITZ, LLC 2021-01-21

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012269066 2024-12-30 No data Annual Report Annual Report No data
BF-0011155478 2023-02-06 No data Annual Report Annual Report No data
BF-0010326557 2022-06-27 No data Annual Report Annual Report 2022
0007132960 2021-02-08 No data Annual Report Annual Report 2021
0007083631 2021-01-21 2021-01-21 Amendment Amend Name No data
0006878152 2020-04-07 No data Annual Report Annual Report 2020
0006380150 2019-02-12 No data Annual Report Annual Report 2019
0006019383 2018-01-20 No data Annual Report Annual Report 2018
0005744024 2017-01-18 No data Annual Report Annual Report 2017
0005516522 2016-03-17 2016-03-17 Change of Agent Agent Change No data

Date of last update: 06 Jan 2025

Sources: Connecticut's Official State Website