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CASSIDY FINANCIAL SERVICES, LLC

Company Details

Entity Name: CASSIDY FINANCIAL SERVICES, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 25 Jul 2006
Business ALEI: 0867267
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 1 PASCO DRIVE, EAST WINDSOR, CT, 06088, United States
Mailing address: 1 PASCO DRIVE, EAST WINDSOR, CT, United States, 06088
ZIP code: 06088
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: Brian@CassidyFinancialServices.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CASSIDY FINANCIAL SERVICES, LLC 401K PLAN 2023 141971867 2024-05-06 CASSIDY FINANCIAL SERVICES, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 8606230104
Plan sponsor’s address 1 PASCO DRIVE, EAST WINDSOR, CT, 06088

Signature of

Role Plan administrator
Date 2024-05-06
Name of individual signing BRIAN CASSIDY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-06
Name of individual signing BRIAN CASSIDY
Valid signature Filed with authorized/valid electronic signature
CASSIDY FINANCIAL SERVICES, LLC 401K PLAN 2022 141971867 2023-04-12 CASSIDY FINANCIAL SERVICES, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 8606230104
Plan sponsor’s address 1 PASCO DRIVE, EAST WINDSOR, CT, 06088

Signature of

Role Plan administrator
Date 2023-04-12
Name of individual signing BRIAN CASSIDY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-04-12
Name of individual signing BRIAN CASSIDY
Valid signature Filed with authorized/valid electronic signature
CASSIDY FINANCIAL SERVICES, LLC 401K PLAN 2021 141971867 2022-04-05 CASSIDY FINANCIAL SERVICES, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 8606230104
Plan sponsor’s address 1 PASCO DRIVE, EAST WINDSOR, CT, 06088
CASSIDY FINANCIAL SERVICES, LLC 401K PLAN 2020 141971867 2021-02-04 CASSIDY FINANCIAL SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 8606230104
Plan sponsor’s address 1 PASCO DRIVE, EAST WINDSOR, CT, 06088
CASSIDY FINANCIAL SERVICES, LLC 401K PLAN 2019 141971867 2020-09-30 CASSIDY FINANCIAL SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 8606230104
Plan sponsor’s address 1 PASCO DRIVE, EAST WINDSOR, CT, 06088
CASSIDY FINANCIAL SERVICES, LLC 401K PLAN 2018 141971867 2019-03-13 CASSIDY FINANCIAL SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 8606230104
Plan sponsor’s address 1 PASCO DRIVE, EAST WINDSOR, CT, 06088
CASSIDY FINANCIAL SERVICES, LLC 401K PLAN 2017 141971867 2018-06-06 CASSIDY FINANCIAL SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 8606230104
Plan sponsor’s address 1 PASCO DRIVE, EAST WINDSOR, CT, 06088
CASSIDY FINANCIAL SERVICES, LLC 401K PLAN 2016 141971867 2017-06-14 CASSIDY FINANCIAL SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 541990
Sponsor’s telephone number 8606230104
Plan sponsor’s address 1 PASCO DRIVE, EAST WINDSOR, CT, 06088

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
BRIAN CASSIDY Agent 1 PASCO DRIVE, EAST WINDSOR, CT, 06088, United States 1 PASCO DRIVE, EAST WINDSOR, CT, 06088, United States +1 860-995-9215 Brian@CassidyFinancialServices.com 46 MILLER DRIVE, SOMERS, CT, 06071, United States

Officer

Name Role Business address Residence address
BRIAN C. CASSIDY Officer 1 PASCO DRIVE, EAST WINDSOR, CT, 06088, United States 27 SPIELMAN ROAD, SOUTH WINDSOR, CT, 06074, United States
ARNOLD MAGID Officer 1 PASCO DRIVE, EAST WINDSOR, CT, 06088, United States 216 E Bass Ln, SUFFIELD, CT, 06078, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0011731999 2024-02-08 No data Annual Report Annual Report No data
BF-0012108075 2024-02-08 No data Annual Report Annual Report No data
BF-0010532153 2022-11-21 No data Annual Report Annual Report No data
BF-0009767754 2022-02-28 No data Annual Report Annual Report No data
0006769226 2020-02-21 No data Annual Report Annual Report 2020
0006373103 2019-02-08 No data Annual Report Annual Report 2019
0006331348 2019-01-22 No data Annual Report Annual Report 2018
0006003363 2018-01-12 No data Annual Report Annual Report 2017
0005676305 2016-10-19 No data Annual Report Annual Report 2016
0005412861 2015-10-09 2015-10-09 Interim Notice Interim Notice No data

Date of last update: 20 Jan 2025

Sources: Connecticut's Official State Website