| Entity Name: | SPALDING & PARTNERS FINANCIAL SERVICES, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 02 Nov 2000 |
| Business ALEI: | 0665051 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 541990 - All Other Professional, Scientific, and Technical Services |
| Business address: | 452 Jackson Street, Willimantic, CT, 06226, United States |
| Mailing address: | 452 JACKSON ST, WILLIMANTIC, CT, United States, 06250 |
| ZIP code: | 06226 |
| County: | Windham |
| Place of Formation: | CONNECTICUT |
| E-Mail: | dspalding@sp-financial.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SPALDING & PARTNERS 401(K) PLAN | 2023 | 061602076 | 2024-07-22 | SPALDING & PARTNERS FINANCIAL SERVICES LLC | 3 | |||||||||||||
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| SPALDING & PARTNERS 401(K) PLAN | 2022 | 061602076 | 2023-08-02 | SPALDING & PARTNERS FINANCIAL SERVICES LLC | 3 | |||||||||||||
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| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| DEETTA SPALDING | Agent | 224 CENTER RD., WOODSTOCK, CT, 06281, United States | 224 CENTER RD., WOODSTOCK, CT, 06281, United States | +1 860-450-9533 | dspalding@sp-financial.com | 224 CENTER RD., WOODSTOCK, CT, 06281, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| DEETTA SPALDING | Officer | 452 JACKSON STREET, WILLIMANTIC, CT, 06226, United States | +1 860-450-9533 | dspalding@sp-financial.com | 224 CENTER RD., WOODSTOCK, CT, 06281, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | S & P FINANCIAL SERVICES, LLC | SPALDING & PARTNERS FINANCIAL SERVICES, LLC | 2019-10-17 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012205750 | 2024-03-27 | No data | Annual Report | Annual Report | No data |
| BF-0011397900 | 2023-03-28 | No data | Annual Report | Annual Report | No data |
| BF-0010263598 | 2022-03-30 | No data | Annual Report | Annual Report | 2022 |
| 0007228879 | 2021-03-13 | No data | Annual Report | Annual Report | 2021 |
| 0006789439 | 2020-02-26 | No data | Annual Report | Annual Report | 2020 |
| 0006664241 | 2019-10-17 | 2019-10-17 | Amendment | Amend Name | No data |
| 0006402892 | 2019-02-23 | No data | Annual Report | Annual Report | 2019 |
| 0006044167 | 2018-01-30 | No data | Annual Report | Annual Report | 2017 |
| 0006044173 | 2018-01-30 | No data | Annual Report | Annual Report | 2018 |
| 0005693549 | 2016-11-10 | No data | Annual Report | Annual Report | 2016 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3659017108 | 2020-04-11 | 0156 | PPP | 452 JACKSON ST, WILLIMANTIC, CT, 06226-1636 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 10 Mar 2025
Sources: Connecticut's Official State Website
