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  5. CATAMOUNT MANAGEMENT GROUP, LLC

CATAMOUNT MANAGEMENT GROUP, LLC

Company Details

Entity Name: CATAMOUNT MANAGEMENT GROUP, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 21 May 2003
Business ALEI: 0749391
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 68 BRAMBLY HEDGE CIRCLE, FAIRFIELD, CT, 06824, United States
Mailing address: 68 BRAMBLY HEDGE CIRCLE, FAIRFIELD, CT, United States, 06824
ZIP code: 06824
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: jma_cpa@hotmail.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CATAMOUNT WEALTH MANAGEMENT 401(K) PLAN 2019 571167756 2020-07-23 CATAMOUNT MANAGEMENT GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2032260603
Plan sponsor’s address 943 POST ROAD, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2020-07-23
Name of individual signing LOUIS ALBANESE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-23
Name of individual signing LOUIS ALBANESE
Valid signature Filed with authorized/valid electronic signature
CATAMOUNT WEALTH MANAGEMENT 401(K) PLAN 2018 571167756 2019-07-10 CATAMOUNT MANAGEMENT GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2032260603
Plan sponsor’s address 943 POST ROAD, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2019-07-10
Name of individual signing LOUIS ALBANESE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-10
Name of individual signing LOUIS ALBANESE
Valid signature Filed with authorized/valid electronic signature
CATAMOUNT WEALTH MANAGEMENT 401(K) PLAN 2017 571167756 2018-10-11 CATAMOUNT MANAGEMENT GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2032260603
Plan sponsor’s address 943 POST ROAD, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2018-10-11
Name of individual signing LOUIS ALBANESE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-11
Name of individual signing LOUIS ALBANESE
Valid signature Filed with authorized/valid electronic signature
CATAMOUNT WEALTH MANAGEMENT 401(K) PLAN 2016 571167756 2018-10-11 CATAMOUNT MANAGEMENT GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2032260603
Plan sponsor’s address 943 POST ROAD, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2018-10-11
Name of individual signing LOUIS ALBANESE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-11
Name of individual signing LOUIS ALBANESE
Valid signature Filed with authorized/valid electronic signature
CATAMOUNT WEALTH MANAGEMENT 401(K) PLAN 2016 571167756 2017-09-25 CATAMOUNT MANAGEMENT GROUP, LLC 4
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2032260603
Plan sponsor’s address 943 POST ROAD, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2017-09-25
Name of individual signing LOUIS ALBANESE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-09-25
Name of individual signing LOUIS ALBANESE
Valid signature Filed with authorized/valid electronic signature
CATAMOUNT WEALTH MANAGEMENT 401(K) PLAN 2015 571167756 2016-09-30 CATAMOUNT MANAGEMENT GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2032260603
Plan sponsor’s address 943 POST ROAD, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2016-09-30
Name of individual signing LOUIS ALBANESE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-09-30
Name of individual signing LOUIS ALBANESE
Valid signature Filed with authorized/valid electronic signature
CATAMOUNT WEALTH MANAGEMENT 401(K) PLAN 2014 571167756 2015-07-21 CATAMOUNT MANAGEMENT GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2032260603
Plan sponsor’s address 943 POST ROAD, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2015-07-21
Name of individual signing LOUIS ALBANESE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-21
Name of individual signing LOUIS ALBANESE
Valid signature Filed with authorized/valid electronic signature
CATAMOUNT WEALTH MANAGEMENT 401(K) PLAN 2013 571167756 2014-09-04 CATAMOUNT MANAGEMENT GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2032260603
Plan sponsor’s address 943 POST ROAD, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2014-09-04
Name of individual signing LOUIS ALBANESE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-09-04
Name of individual signing LOUIS ALBANESE
Valid signature Filed with authorized/valid electronic signature
CATAMOUNT WEALTH MANAGEMENT 401(K) PLAN 2012 571167756 2013-10-07 CATAMOUNT MANAGEMENT GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2032260603
Plan sponsor’s address 943 POST ROAD, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2013-10-07
Name of individual signing LOUIS ALBANESE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-07
Name of individual signing LOUIS ALBANESE
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Phone E-Mail Residence address
LOUIS F. ALBANESE Officer 64 BRAMBLY HEDGE CIRCLE, FAIRFIELD, CT, 06824, United States +1 203-919-2174 jma_cpa@hotmail.com 64 BRAMBLY HEDGE CIRCLE, FAIRFIELD, CT, 06824, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
LOUIS F. ALBANESE Agent 64 BRAMBLY HEDGE CIRCLE, FAIRFIELD, CT, 06824, United States 64 BRAMBLY HEDGE CIRCLE, FAIRFIELD, CT, 06824, United States +1 203-919-2174 jma_cpa@hotmail.com 64 BRAMBLY HEDGE CIRCLE, FAIRFIELD, CT, 06824, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012210943 2024-01-17 No data Annual Report Annual Report No data
BF-0011272267 2023-01-10 No data Annual Report Annual Report No data
BF-0010355717 2022-01-15 No data Annual Report Annual Report 2022
0007084594 2021-01-27 No data Annual Report Annual Report 2021
0006732233 2020-01-25 No data Annual Report Annual Report 2020
0006308449 2019-01-04 No data Annual Report Annual Report 2019
0006054123 2018-02-05 No data Annual Report Annual Report 2018
0005839289 2017-05-09 No data Annual Report Annual Report 2017
0005557931 2016-05-06 No data Annual Report Annual Report 2016
0005493320 2016-02-25 No data Annual Report Annual Report 2015

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 06 Jan 2025

Sources: Connecticut's Official State Website

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