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  5. WATERMARK MANAGEMENT PARTNERS, LLC

WATERMARK MANAGEMENT PARTNERS, LLC

Company Details

Entity Name: WATERMARK MANAGEMENT PARTNERS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 07 Jan 2000
Business ALEI: 0639882
Annual report due: 31 Mar 2025
NAICS code: 523999 - Miscellaneous Financial Investment Activities
Business address: 100 QUEEN STREET, SOUTHINGTON, CT, 06489, United States
Mailing address: 100 QUEEN STREET, SOUTHINGTON, CT, United States, 06489
ZIP code: 06489
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: DeeBecker.Watermark@gmail.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WATERMARK MANAGEMENT PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST 2023 061567505 2024-04-25 WATERMARK MANAGEMENT PARTNERS 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8604269950
Plan sponsor’s address 100 QUEEN ST STE 1, SOUTHINGTON, CT, 06489

Signature of
Role Plan administrator
Date 2024-04-25
Name of individual signing CHRISTOPHER FRY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-04-25
Name of individual signing CHRISTOPHER FRY
Valid signature Filed with authorized/valid electronic signature
WATERMARK MANAGEMENT PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST 2022 061567505 2023-07-26 WATERMARK MANAGEMENT PARTNERS 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8604269950
Plan sponsor’s address 100 QUEEN ST STE 1, SOUTHINGTON, CT, 06489

Signature of
Role Plan administrator
Date 2023-07-26
Name of individual signing CHRISTOPHER FRY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-26
Name of individual signing CHRISTOPHER FRY
Valid signature Filed with authorized/valid electronic signature
WATERMARK MANAGEMENT PARTNERS 401(K) PROFIT SHARING PLAN & TRUST 2021 061567505 2022-06-30 WATERMARK MANAGEMENT PARTNERS 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8606215657
Plan sponsor’s address 100 QUEEN ST, STE 1, SOUTHINGTON, CT, 06489

Signature of
Role Plan administrator
Date 2022-06-30
Name of individual signing CHRISTOPHER L FRY
Valid signature Filed with authorized/valid electronic signature
WATERMARK MANAGEMENT PARTNERS 401(K) PROFIT SHARING PLAN & TRUST 2020 061567505 2021-05-25 WATERMARK MANAGEMENT PARTNERS 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8606215657
Plan sponsor’s address 100 QUEEN ST, STE 1, SOUTHINGTON, CT, 06489

Signature of
Role Plan administrator
Date 2021-05-25
Name of individual signing CHRISTOPHER FRY
Valid signature Filed with authorized/valid electronic signature
WATERMARK MANAGEMENT PARTNERS 401(K) PROFIT SHARING PLAN & TRUST 2019 061567505 2020-07-15 WATERMARK MANAGEMENT PARTNERS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8606215657
Plan sponsor’s address 100 QUEEN ST, STE 1, SOUTHINGTON, CT, 06489

Signature of
Role Plan administrator
Date 2020-07-15
Name of individual signing CHRISTOPHER FRY
Valid signature Filed with authorized/valid electronic signature
WATERMARK MANAGEMENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2018 061567505 2019-06-14 WATERMARK MANAGEMENT PARTNERS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8606215657
Plan sponsor’s address 100 QUEEN STREET, SOUTHINGTON, CT, 06489

Signature of
Role Plan administrator
Date 2019-06-14
Name of individual signing CHRISTOPHER L FRY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
CHRISTOPHER L. FRY Agent 100 QUEEN ST., SOUTHINGTON, CT, 06489, United States 100 QUEEN ST., SOUTHINGTON, CT, 06489, United States +1 860-621-5657 DeeBecker.Watermark@gmail.com 1038 MATTHEWS ST, BRISTOL, CT, 06010, United States

Officer

Name Role Business address Phone E-Mail Residence address
CHRISTOPHER L. FRY Officer 100 QUEEN STREET, SOUTHINGTON, CT, 06489, United States +1 860-621-5657 DeeBecker.Watermark@gmail.com 1038 MATTHEWS ST, BRISTOL, CT, 06010, United States
ANDREW J. GARSTANG Officer 100 QUEEN STREET, SOUTHINGTON, CT, 06489, United States No data No data 384 W. MAIN STREET, CHESIRE, CT, 06410, United States

History

Type Old value New value Date of change
Name change SPECKMANN, NEEDHAM & ASSOCIATES LLC WATERMARK MANAGEMENT PARTNERS, LLC 2015-01-08

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012338887 2024-03-04 No data Annual Report Annual Report No data
BF-0011155730 2023-03-02 No data Annual Report Annual Report No data
BF-0010299328 2022-03-07 No data Annual Report Annual Report 2022
0007200581 2021-03-03 No data Annual Report Annual Report 2021
0006792137 2020-02-27 No data Annual Report Annual Report 2020
0006602126 2019-07-22 2019-07-22 Interim Notice Interim Notice No data
0006324133 2019-01-17 No data Annual Report Annual Report 2019
0006015128 2018-01-18 No data Annual Report Annual Report 2018
0005948296 2017-10-06 2017-10-06 Interim Notice Interim Notice No data
0005738484 2017-01-12 No data Annual Report Annual Report 2017

Related by officers

No related officers

Related by address

100 QUEEN STREET, SOUTHINGTON, CT, 06489, United States

MCDOUGALL INSURANCE LLC

100 QUEEN STREET, SOUTHINGTON, CT, United States, 06489

MCDOUGALL INSURANCE LLC

Date of last update: 20 Jan 2025

Sources: Connecticut's Official State Website

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