| Entity Name: | HOWARD FINANCIAL MANAGEMENT, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 18 Jun 2003 |
| Business ALEI: | 0752033 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 7 Madison Avenue, MADISON, CT, 06443, United States |
| Mailing address: | 7 Madison Avenue, MADISON, CT, United States, 06443 |
| ZIP code: | 06443 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | justin.howard@comcast.net |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOWARD 401K TRUST | 2018 | 421596970 | 2019-03-20 | HOWARD FINANCIAL MANAGEMENT, LLC | 2 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2019-03-20 |
| Name of individual signing | JUSTIN HOWARD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2034218339 |
| Plan sponsor’s address | 22 WILLIAMSBURG CIR, MADISON, CT, 064431802 |
Signature of
| Role | Plan administrator |
| Date | 2018-04-19 |
| Name of individual signing | JUSTIN HOWARD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2034218339 |
| Plan sponsor’s address | 22 WILLIAMSBURG CIR, MADISON, CT, 064431802 |
Signature of
| Role | Plan administrator |
| Date | 2017-05-30 |
| Name of individual signing | JUSTIN HOWARD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2034218339 |
| Plan sponsor’s address | 22 WILLIAMSBURG CIR, MADISON, CT, 064431802 |
Signature of
| Role | Plan administrator |
| Date | 2016-06-16 |
| Name of individual signing | JUSTIN HOWARD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2034218339 |
| Plan sponsor’s address | 22 WILLIAMSBURG CIRCLE, MADISON, CT, 06443 |
Signature of
| Role | Plan administrator |
| Date | 2015-04-07 |
| Name of individual signing | JUSTIN HOWARD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2034218339 |
| Plan sponsor’s address | 22 WILLIAMSBURG CIRCLE, MADISON, CT, 06443 |
Signature of
| Role | Plan administrator |
| Date | 2014-05-29 |
| Name of individual signing | JUSTIN HOWARD |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| JUSTIN HOWARD | Agent | 7 MADISON AVENUE, MADISON, CT, 06443, United States | 7 MADISON AVENUE, MADISON, CT, 06443, United States | +1 860-227-7406 | justin.howard@comcast.net | 7 MADISON AVENUE, MADISON, CT, 06443, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| JUSTIN HOWARD | Officer | 7 Madison Avenue, MADISON, CT, 06443, United States | +1 860-227-7406 | justin.howard@comcast.net | 7 MADISON AVENUE, MADISON, CT, 06443, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | JSH FINANCIAL CONSULTING, LLC | HOWARD FINANCIAL MANAGEMENT, LLC | 2007-02-08 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012209757 | 2024-01-09 | No data | Annual Report | Annual Report | No data |
| BF-0011276537 | 2023-01-11 | No data | Annual Report | Annual Report | No data |
| BF-0010414013 | 2022-02-01 | No data | Annual Report | Annual Report | 2022 |
| 0007328961 | 2021-05-10 | 2021-05-10 | Change of Agent Address | Agent Address Change | No data |
| 0007101402 | 2021-02-01 | No data | Annual Report | Annual Report | 2021 |
| 0006822473 | 2020-03-09 | No data | Annual Report | Annual Report | 2020 |
| 0006302051 | 2019-01-02 | No data | Annual Report | Annual Report | 2019 |
| 0006035971 | 2018-01-26 | No data | Annual Report | Annual Report | 2016 |
| 0006035982 | 2018-01-26 | No data | Annual Report | Annual Report | 2018 |
| 0006035973 | 2018-01-26 | No data | Annual Report | Annual Report | 2017 |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
