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NELSON & KOEPPEN TAX & BUSINESS SERVICES LLC

Company Details

Entity Name: NELSON & KOEPPEN TAX & BUSINESS SERVICES LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Dissolved
Date Formed: 08 Jan 2002
Date of dissolution: 16 Sep 2013
Business ALEI: 0700192
Business address: 992 DANBURY ROAD, GEORGETOWN, CT, 06829
Mailing address: PO BOX 150 992 DANBURY ROAD, GEORGETOWN, CT, 06829
ZIP code: 06829
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: rakoeppen@optonline.net

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NELSON & KOEPPEN RETIREMENT PLAN 2013 450464705 2014-02-02 NELSON & KOEPPEN TAX & BUSINESS SERVICES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541211
Sponsor’s telephone number 2035447100
Plan sponsor’s address P.O. BOX 150, GEORGETOWN, CT, 06829
NELSON & KOEPPEN RETIREMENT PLAN 2012 450464705 2013-07-19 NELSON & KOEPPEN TAX & BUSINESS SERVICES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541211
Sponsor’s telephone number 2035447100
Plan sponsor’s address P.O. BOX 150, GEORGETOWN, CT, 06829

Signature of

Role Plan administrator
Date 2013-07-19
Name of individual signing ROBERT A KOEPPEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-19
Name of individual signing ROBERT A KOEPPEN
Valid signature Filed with authorized/valid electronic signature
NELSON & KOEPPEN RETIREMENT PLAN 2011 450464705 2012-09-20 NELSON & KOEPPEN TAX & BUSINESS SERVICES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541211
Sponsor’s telephone number 2035447100
Plan sponsor’s address P.O. BOX 150, GEORGETOWN, CT, 06829

Plan administrator’s name and address

Administrator’s EIN 450464705
Plan administrator’s name NELSON & KOEPPEN TAX & BUSINESS SERVICES, LLC
Plan administrator’s address P.O. BOX 150, GEORGETOWN, CT, 06829
Administrator’s telephone number 2035447100

Signature of

Role Plan administrator
Date 2012-09-20
Name of individual signing ROBERT A KOEPPEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-09-20
Name of individual signing ROBERT A KOEPPEN
Valid signature Filed with authorized/valid electronic signature
NELSON & KOEPPEN RETIREMENT PLAN 2010 450464705 2011-07-08 NELSON & KOEPPEN TAX & BUSINESS SERVICES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541211
Sponsor’s telephone number 2035447100
Plan sponsor’s address P.O. BOX 150, GEORGETOWN, CT, 06829

Plan administrator’s name and address

Administrator’s EIN 450464705
Plan administrator’s name NELSON & KOEPPEN TAX & BUSINESS SERVICES, LLC
Plan administrator’s address P.O. BOX 150, GEORGETOWN, CT, 06829
Administrator’s telephone number 2035447100

Signature of

Role Plan administrator
Date 2011-07-08
Name of individual signing ROBERT A KOEPPEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-08
Name of individual signing ROBERT A KOEPPEN
Valid signature Filed with authorized/valid electronic signature
NELSON & KOEPPEN RETIREMENT PLAN 2010 450464705 2011-07-08 NELSON & KOEPPEN TAX & BUSINESS SERVICES, LLC 3
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541211
Sponsor’s telephone number 2035447100
Plan sponsor’s address P.O. BOX 150, GEORGETOWN, CT, 06829

Plan administrator’s name and address

Administrator’s EIN 450464705
Plan administrator’s name NELSON & KOEPPEN TAX & BUSINESS SERVICES, LLC
Plan administrator’s address P.O. BOX 150, GEORGETOWN, CT, 06829
Administrator’s telephone number 2035447100

Signature of

Role Plan administrator
Date 2011-07-08
Name of individual signing ROBERT A KOEPPEN
Valid signature Filed with incorrect/unrecognized electronic signature
Role Employer/plan sponsor
Date 2011-07-08
Name of individual signing ROBERT A KOEPPEN
Valid signature Filed with incorrect/unrecognized electronic signature

Agent

Name Role Business address Residence address
JOHN J. MALLOY Agent 172 MT. PLEASANT ROAD, NEWTOWN, CT, 06470, United States 36 TAUNTON HILL RD, NEWTOWN, CT, 06470, United States

Officer

Name Role Business address Residence address
JOHN B. NELSON Officer 992 DANBURY ROAD, GEORGETOWN, CT, 06829, United States 45 HIDDEN BROOK DRIVE, BROOKFIELD, CT, 06804, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
0004950873 2013-09-16 No data Dissolution Certificate of Dissolution No data
0004805956 2013-02-21 No data Annual Report Annual Report 2013
0004507234 2012-01-19 No data Annual Report Annual Report 2012
0004388053 2011-01-24 No data Annual Report Annual Report 2011
0004116375 2010-01-26 No data Annual Report Annual Report 2010
0003865500 2009-01-14 No data Annual Report Annual Report 2009
0003622490 2008-01-31 No data Annual Report Annual Report 2008
0003374517 2007-01-16 No data Annual Report Annual Report 2007
0003127784 2006-01-20 No data Annual Report Annual Report 2006
0002981579 2005-01-28 No data Annual Report Annual Report 2005

Date of last update: 06 Jan 2025

Sources: Connecticut's Official State Website