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  5. MASSARO WEALTH MANAGEMENT, LLC

MASSARO WEALTH MANAGEMENT, LLC

Date of last update: 28 Apr 2025. Data updated weekly.

Companies that start with "MASSARO"

Company Details

Entity Name: MASSARO WEALTH MANAGEMENT, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 01 Feb 2000
Business ALEI: 0642098
Annual report due: 31 Mar 2026
Business address: 75 GARDEN STREET, WETHERSFIELD, CT, 06109, United States
Mailing address: 75 GARDEN STREET, WETHERSFIELD, CT, United States, 06109
ZIP code: 06109
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: jmassaro@moneyconcepts.com

Industry & Business Activity

NAICS

541990 All Other Professional, Scientific, and Technical Services

This industry comprises establishments primarily engaged in the provision of professional, scientific, or technical services (except legal services; accounting, tax preparation, bookkeeping, and related services; architectural, engineering, and related services; specialized design services; computer systems design and related services; management, scientific, and technical consulting services; scientific research and development services; advertising, public relations, and related services; market research and public opinion polling; photographic services; translation and interpretation services; and veterinary services). Learn more at the U.S. Census Bureau

Companies doing All other professional, scientific, and technical services

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MWM 401(K) PLAN 2023 061544276 2024-10-02 MASSARO WEALTH MANAGEMENT LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 75 GARDEN STREET, WETHERSFIELD, CT, 06109
MASSARO WEALTH MANAGEMENT LLC CASH BALANCE PENSION PLAN 2023 061544276 2024-10-02 MASSARO WEALTH MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 75 GARDEN STREET, WETHERSFIELD, CT, 06109
MWM 401(K) PLAN 2022 061544276 2023-09-26 MASSARO WEALTH MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 75 GARDEN STREET, WETHERSFIELD, CT, 06109
MASSARO WEALTH MANAGEMENT LLC CASH BALANCE PENSION PLAN 2022 061544276 2023-09-26 MASSARO WEALTH MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 75 GARDEN STREET, WETHERSFIELD, CT, 06109
MWM 401(K) PLAN 2021 061544276 2022-08-10 MASSARO WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 75 GARDEN STREET, WETHERSFIELD, CT, 06109
MWM 401(K) PLAN 2020 061544276 2021-04-21 MASSARO WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 75 GARDEN STREET, WETHERSFIELD, CT, 06109
MWM 401(K) PLAN 2019 061544276 2020-03-09 MASSARO WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 75 GARDEN STREET, WETHERSFIELD, CT, 06109
MWM 401(K) PLAN 2018 061544276 2019-04-03 MASSARO WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 75 GARDEN STREET, WETHERSFIELD, CT, 06109
MWM 401(K) PLAN 2017 061544276 2018-02-16 MASSARO WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 1850 SILAS DEANE HWY, ROCKY HILL, CT, 06067
MWM 401(K) PLAN 2016 061544276 2017-03-28 MASSARO WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8602573310
Plan sponsor’s address 75 GARDEN STREET, WETHERSFIELD, CT, 06109

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JOSEPH J. MASSARO Agent 75 GARDEN STREET, WETHERSFIELD, CT, 06109, United States 75 GARDEN STREET, WETHERSFIELD, CT, 06109, United States +1 860-257-3310 fdebaeck@moneyconcepts.com 535 Wolcott Hill Rd, Wethersfield, CT, 06109-2940, United States

Officer

Name Role Business address Phone E-Mail Residence address
JOSEPH J. MASSARO Officer 535 Wolcott Hill Rd, Wethersfield, CT, 06109-2940, United States +1 860-257-3310 fdebaeck@moneyconcepts.com 535 Wolcott Hill Rd, Wethersfield, CT, 06109-2940, United States

History

Type Old value New value Date of change
Name change MASSARO FINANCIAL PLANNING, LLC MASSARO WEALTH MANAGEMENT, LLC 2009-02-18
Name change MONEY CONCEPTS INTERNATIONAL OF CONNECTICUT, LLC MASSARO FINANCIAL PLANNING, LLC 2000-03-14

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012940526 2025-02-28 - Annual Report Annual Report -
BF-0012351747 2024-01-10 - Annual Report Annual Report -
BF-0011158740 2023-02-09 - Annual Report Annual Report -
BF-0010375962 2022-02-28 - Annual Report Annual Report 2022
0007107024 2021-02-02 - Annual Report Annual Report 2021
0006757285 2020-02-14 - Annual Report Annual Report 2020
0006385528 2019-02-15 - Annual Report Annual Report 2019
0006021524 2018-01-22 - Annual Report Annual Report 2017
0006021541 2018-01-22 - Annual Report Annual Report 2018
0005617663 2016-08-01 - Change of Agent Address Agent Address Change -

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8227637105 2020-04-15 0156 PPP 75 Garden Street, Wethersfield, CT, 06109
Loan Status Date 2021-06-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 71700
Loan Approval Amount (current) 71700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 434162
Servicing Lender Name Citizens Bank, National Association
Servicing Lender Address 1 Citizens Plaza, PROVIDENCE, RI, 02903-1344
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Wethersfield, HARTFORD, CT, 06109-1000
Project Congressional District CT-01
Number of Employees 6
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 434162
Originating Lender Name Citizens Bank, National Association
Originating Lender Address PROVIDENCE, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 72483.79
Forgiveness Paid Date 2021-05-26

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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

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