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VISION SEARCH PARTNERS LLC

Date of last update: 17 Mar 2025. Data updated weekly.

Company Details

Entity Name: VISION SEARCH PARTNERS LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 30 Nov 2000
Business ALEI: 0667243
Annual report due: 31 Mar 2025
Business address: FIVE RIVER ROAD SUITE 26, WILTON, CT, 06897, United States
Mailing address: FIVE RIVER ROAD SUITE 26, WILTON, CT, United States, 06897
ZIP code: 06897
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: bill.bardani@visionsearchpartners.com

Industry & Business Activity

NAICS

813920 Professional Organizations

This industry comprises establishments primarily engaged in promoting the professional interests of their members and the profession as a whole. These establishments may conduct research; develop statistics; sponsor quality and certification standards; lobby public officials; or publish newsletters, books, or periodicals for distribution to their members. Learn more at the U.S. Census Bureau

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
VISION FINANCIAL SEARCH LLC RETIREMENT PLAN 2018 061601275 2019-07-25 VISION SEARCH PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 525990
Sponsor’s telephone number 2035293334
Plan sponsor’s address 5 RIVER RD STE 26, WILTON, CT, 06897
VISION FINANCIAL SEARCH LLC RETIREMENT PLAN 2017 061601275 2018-07-30 VISION SEARCH PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 525990
Sponsor’s telephone number 2035293334
Plan sponsor’s address 5 RIVER RD STE 26, WILTON, CT, 06897

Signature of

Role Plan administrator
Date 2018-07-30
Name of individual signing WILLIAM J. BARDANI
Valid signature Filed with authorized/valid electronic signature
VISION FINANCIAL SEARCH LLC RETIREMENT PLAN 2016 061601275 2017-07-10 VISION SEARCH PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 525990
Sponsor’s telephone number 2035293334
Plan sponsor’s address 5 RIVER RD STE 26, WILTON, CT, 06897

Signature of

Role Plan administrator
Date 2017-07-10
Name of individual signing WILLIAM J. BARDANI
Valid signature Filed with authorized/valid electronic signature
VISION FINANCIAL SEARCH LLC RETIREMENT PLAN 2015 061601275 2016-07-21 VISION SEARCH PARTNERS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 525990
Sponsor’s telephone number 2035293334
Plan sponsor’s address 5 RIVER RD STE 26, WILTON, CT, 06897

Signature of

Role Plan administrator
Date 2016-07-21
Name of individual signing WILLIAM J. BARDANI
Valid signature Filed with authorized/valid electronic signature
VISION FINANCIAL SEARCH LLC RETIREMENT PLAN 2014 061601275 2015-09-02 VISION SEARCH PARTNERS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 525990
Sponsor’s telephone number 2035293334
Plan sponsor’s address 5 RIVER RD STE 26, WILTON, CT, 06897

Signature of

Role Plan administrator
Date 2015-09-02
Name of individual signing WILLIAM J. BARDANI
Valid signature Filed with authorized/valid electronic signature
VISION FINANCIAL SEARCH, L.L.C. RETIREMENT PLAN 2013 061601275 2014-09-29 VISION FINANCIAL SEARCH LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 525990
Sponsor’s telephone number 2035293334
Plan sponsor’s address 5 RIVER RD STE 26, WILTON, CT, 06897

Signature of

Role Plan administrator
Date 2014-09-29
Name of individual signing WILLIAM J. BARDANI
Valid signature Filed with authorized/valid electronic signature
VISION FINANCIAL SEARCH, L.L.C. RETIREMENT PLAN 2012 061601275 2013-07-26 VISION FINANCIAL SEARCH LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 525990
Sponsor’s telephone number 2035293334
Plan sponsor’s address 5 RIVER RD STE 26, WILTON, CT, 06897

Signature of

Role Plan administrator
Date 2013-07-26
Name of individual signing WILLIAM J. BARDANI
Valid signature Filed with authorized/valid electronic signature
VISION FINANCIAL SEARCH, L.L.C. RETIREMENT PLAN 2011 061601275 2012-06-11 VISION FINANCIAL SEARCH LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 525990
Sponsor’s telephone number 2035293334
Plan sponsor’s address 5 RIVER RD STE 26, WILTON, CT, 06897

Plan administrator’s name and address

Administrator’s EIN 061601275
Plan administrator’s name VISION FINANCIAL SEARCH LLC
Plan administrator’s address 5 RIVER RD STE 26, WILTON, CT, 06897
Administrator’s telephone number 2035293334

Signature of

Role Plan administrator
Date 2012-06-11
Name of individual signing WILLIAM J. BARDANI
Valid signature Filed with authorized/valid electronic signature
VISION FINANCIAL SEARCH, L.L.C. RETIREMENT PLAN 2010 061601275 2011-12-05 VISION FINANCIAL SEARCH LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 525990
Sponsor’s telephone number 2035293334
Plan sponsor’s address 5 RIVER RD STE 26, WILTON, CT, 06897

Plan administrator’s name and address

Administrator’s EIN 061601275
Plan administrator’s name VISION FINANCIAL SEARCH LLC
Plan administrator’s address 5 RIVER RD STE 26, WILTON, CT, 06897
Administrator’s telephone number 2035293334

Signature of

Role Plan administrator
Date 2011-12-05
Name of individual signing WILLIAM J. BARDANI
Valid signature Filed with authorized/valid electronic signature
VISION FINANCIAL SEARCH, L.L.C. RETIREMENT PLAN 2010 061601275 2011-10-12 VISION FINANCIAL SEARCH LLC 5
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 525990
Sponsor’s telephone number 2038474744
Plan sponsor’s address 101 MERRITT 7, NORWALK, CT, 06851

Plan administrator’s name and address

Administrator’s EIN 061601275
Plan administrator’s name VISION FINANCIAL SEARCH LLC
Plan administrator’s address 101 MERRITT 7, NORWALK, CT, 06851
Administrator’s telephone number 2038474744

Signature of

Role Plan administrator
Date 2011-10-12
Name of individual signing WILLIAM J. BARDANI
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
WILLIAM JOSEPH BARDANI Officer FIVE RIVER ROAD, SUITE 26, WILTON, CT, 06897, United States 38 SOUNDVIEW DRIVE, EASTON, CT, 06612, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
WILLIAM J. BARDANI Agent FIVE RIVER ROAD SUITE 26, WILTON, CT, 06897, United States 5 RIVER ROAD, SUITE 26, WILTON, CT, 06897, United States +1 203-521-6051 BILL.BARDANI@visionsearchpartners.com CT, 38 SOUNDVIEW DRIVE, EASTON, CT, 06612, United States

History

Type Old value New value Date of change
Name change VISION FINANCIAL SEARCH LLC VISION SEARCH PARTNERS LLC 2014-06-25

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012313569 2024-02-27 - Annual Report Annual Report -
BF-0011398105 2023-02-14 - Annual Report Annual Report -
BF-0010296266 2022-03-25 - Annual Report Annual Report 2022
0007122754 2021-02-04 - Annual Report Annual Report 2020
0007122831 2021-02-04 - Annual Report Annual Report 2021
0006426035 2019-03-05 - Annual Report Annual Report 2019
0006048413 2018-01-31 - Annual Report Annual Report 2018
0006048403 2018-01-31 - Annual Report Annual Report 2017
0005694864 2016-11-14 - Annual Report Annual Report 2016
0005523620 2016-03-29 - Annual Report Annual Report 2015

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5636847008 2020-04-06 0156 PPP 5 RIVER RD, WILTON, CT, 06897-4025
Loan Status Date 2021-04-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 92442.7
Loan Approval Amount (current) 92442.7
Undisbursed Amount 0
Franchise Name -
Lender Location ID 15940
Servicing Lender Name Webster Bank National Association
Servicing Lender Address 137 Bank St, WATERBURY, CT, 06702-2205
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WILTON, FAIRFIELD, CT, 06897-4025
Project Congressional District CT-04
Number of Employees 3
NAICS code 541219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 15940
Originating Lender Name Webster Bank National Association
Originating Lender Address WATERBURY, CT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 93313.94
Forgiveness Paid Date 2021-03-25
See something incorrect or outdated? Let us know

Sources: 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