Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Fairfield
    4. ›
  4. 06902
    5. ›
  5. PENSION ASSOCIATES RETIREMENT PLANNING, LLC

PENSION ASSOCIATES RETIREMENT PLANNING, LLC

Date of last update: 21 Apr 2025. Data updated weekly.

Companies that start with "PENSION"

Company Details

Entity Name: PENSION ASSOCIATES RETIREMENT PLANNING, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report past due
Date Formed: 30 Sep 2004
Business ALEI: 0797851
Annual report due: 31 Mar 2025
Business address: 2001 WEST MAIN STREET STE 230, STAMFORD, CT, 06902, United States
Mailing address: 2001 WEST MAIN STREET SUITE 230, STAMFORD, CT, United States, 06902
ZIP code: 06902
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: officeadmin@pensionassociates.com

Industry & Business Activity

NAICS

525110 Pension Funds

This industry comprises legal entities (i.e., funds, plans, and/or programs) organized to provide retirement income benefits exclusively for the sponsor's employees or members. Learn more at the U.S. Census Bureau

Companies doing Pension funds

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PENSION ASSOCIATES RETIREMENT PLAN 2023 201657244 2024-10-15 PENSION ASSOCIATES RETIREMENT PLANNING LLC 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN ST. STE 230, STAMFORD, CT, 069024542

Signature of
Role Plan administrator
Date 2024-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
PENSION ASSOCIATES RETIREMENT PLAN 2022 201657244 2023-10-14 PENSION ASSOCIATES RETIREMENT PLANNING LLC 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN ST. STE 230, STAMFORD, CT, 069024542

Signature of
Role Plan administrator
Date 2023-10-14
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-14
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
PENSION ASSOCIATES RETIREMENT PLAN 2021 201657244 2022-10-17 PENSION ASSOCIATES RETIREMENT PLANNING LLC 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN ST. STE 230, STAMFORD, CT, 069024542

Signature of
Role Plan administrator
Date 2022-10-17
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-17
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
PENSION ASSOCIATES RETIREMENT PLAN 2020 201657244 2021-10-15 PENSION ASSOCIATES RETIREMENT PLANNING LLC 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN ST. STE 230, STAMFORD, CT, 069024542

Signature of
Role Plan administrator
Date 2021-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
PENSION ASSOCIATES RETIREMENT PLAN 2019 201657244 2020-10-15 PENSION ASSOCIATES RETIREMENT PLANNING LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN STREET, SUITE 230, STAMFORD, CT, 069024542

Signature of
Role Plan administrator
Date 2020-10-14
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-14
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
PENSION ASSOCIATES RETIREMENT PLAN 2018 201657244 2019-10-15 PENSION ASSOCIATES RETIREMENT PLANNING LLC 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN STREET, SUITE 230, STAMFORD, CT, 069024542

Signature of
Role Plan administrator
Date 2019-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
PENSION ASSOCIATES RETIREMENT PLAN 2017 201657244 2018-10-15 PENSION ASSOCIATES RETIREMENT PLANNING LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN STREET, SUITE 230, STAMFORD, CT, 06902

Signature of
Role Plan administrator
Date 2018-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
PENSION ASSOCIATES RETIREMENT PLAN 2016 201657244 2017-10-16 PENSION ASSOCIATES RETIREMENT PLANNING LLC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN STREET, SUITE 230, STAMFORD, CT, 06902

Signature of
Role Plan administrator
Date 2017-10-16
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-16
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
PENSION ASSOCIATES RETIREMENT PLAN 2015 201657244 2016-10-17 PENSION ASSOCIATES RETIREMENT PLANNING LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN STREET, SUITE 230, STAMFORD, CT, 06902

Signature of
Role Plan administrator
Date 2016-10-17
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-17
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
PENSION ASSOCIATES RETIREMENT PLAN 2014 201657244 2015-10-15 PENSION ASSOCIATES RETIREMENT PLANNING LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541219
Sponsor’s telephone number 2033560306
Plan sponsor’s address 2001 W. MAIN STREET, SUITE 230, STAMFORD, CT, 06902

Signature of
Role Plan administrator
Date 2015-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-15
Name of individual signing THEODORE ANDERSEN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
THEODORE ANDERSON Agent 2001 WEST MAIN STREET STE 230, STAMFORD, CT, 06902, United States 2001 WEST MAIN STREET, STE 230, STAMFORD, CT, 06902, United States +1 203-904-5584 officeadmin@pensionassociates.com 25 MARY LANE, RIVERSIDE, CT, 06878, United States

Officer

Name Role Business address Residence address
THEODORE ANDERSEN Officer 2001 WEST MAIN STREET STE 230, STAMFORD, CT, 06902, United States 25 Mary Lane, Riverside, CT, 06878, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012318837 2024-02-20 - Annual Report Annual Report -
BF-0011160966 2023-05-17 - Annual Report Annual Report -
BF-0010392506 2022-03-28 - Annual Report Annual Report 2022
0007156131 2021-02-15 - Annual Report Annual Report 2021
0006770573 2020-02-21 - Annual Report Annual Report 2020
0006436895 2019-03-09 - Annual Report Annual Report 2019
0006436886 2019-03-09 - Annual Report Annual Report 2018
0005985816 2017-12-14 - Annual Report Annual Report 2017
0005663611 2016-10-03 - Annual Report Annual Report 2016
0005391443 2015-09-03 - Annual Report Annual Report 2014

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6505317007 2020-04-07 0156 PPP 2001 west MAIN ST, STAMFORD, CT, 06902-4501
Loan Status Date 2021-04-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 665300
Loan Approval Amount (current) 665300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 16490
Servicing Lender Name First County Bank
Servicing Lender Address 117 Prospect St, STAMFORD, CT, 06901-1201
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address STAMFORD, FAIRFIELD, CT, 06902-4501
Project Congressional District CT-04
Number of Employees 35
NAICS code 524292
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 16490
Originating Lender Name First County Bank
Originating Lender Address STAMFORD, CT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 671059.86
Forgiveness Paid Date 2021-03-05

Debts and Liens

This table presents a concise summary of a company's liens and debts, detailing essential information such as the lien type, debt amount, associated parties, and current status of each financial obligation.

Subsequent Filing No Status Type Filing Date Lapse Date Filing Type
0005124767 Active OFS 2023-03-10 2028-03-22 AMENDMENT

Parties
Name PENSION ASSOCIATES RETIREMENT PLANNING, LLC
Role Debtor
Name FIRST COUNTY BANK
Role Secured Party
0003369788 Active OFS 2020-05-18 2025-05-18 ORIG FIN STMT

Parties
Name PENSION ASSOCIATES RETIREMENT PLANNING, LLC
Role Debtor
Name U.S. SMALL BUSINESS ADMINISTRATION
Role Secured Party
0003232477 Active OFS 2018-03-22 2028-03-22 ORIG FIN STMT

Parties
Name PENSION ASSOCIATES RETIREMENT PLANNING, LLC
Role Debtor
Name FIRST COUNTY BANK
Role Secured Party

Companies created on the same day 30 Sep 2004

LOMBARDI BULK, LLC ROTHMAN REAL ESTATE, LLC S&S HOME MAINTENANCE, LLC 993 POST ROAD, LLC KYLON-HALE ROAD, LLC KYLON, LLC EAST MOUNTAIN DRIVE, LLC CURTIS PROPERTIES, LLC STONEBRIDGE BERLIN ASSOCIATES LIMITED PARTNERSHIP
See something incorrect or outdated? Let us know

Sources: Company Profile on 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

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 ctorgs.com, Part of Big Data Integrated