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  5. BANK STREET INVESTMENTS, LLC

BANK STREET INVESTMENTS, LLC

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

Companies that start with "BANK"

Company Details

Entity Name: BANK STREET INVESTMENTS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report past due
Date Formed: 14 Jun 2007
Business ALEI: 0903110
Annual report due: 31 Mar 2025
Business address: 24 BANK STREET, NEW MILFORD, CT, 06776, United States
Mailing address: 24 BANK STREET, NEW MILFORD, CT, United States, 06776
ZIP code: 06776
County: Litchfield
Place of Formation: CONNECTICUT
E-Mail: meredith@bankstreetinvestments.com

Industry & Business Activity

NAICS

531312 Nonresidential Property Managers

This U.S. industry comprises establishments primarily engaged in managing nonresidential real estate for others. Learn more at the U.S. Census Bureau

Companies doing Nonresidential property managers

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BANK STREET 401K PLAN 2023 260350059 2024-07-09 BANK STREET INVESTMENTS LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 531310
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776

Signature of
Role Plan administrator
Date 2024-07-09
Name of individual signing MEREDITH CLEARY
Valid signature Filed with authorized/valid electronic signature
BANK STREET 401K PLAN 2022 260350059 2023-06-14 BANK STREET INVESTMENTS LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 531310
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776

Signature of
Role Plan administrator
Date 2023-06-14
Name of individual signing MEREDITH CLEARY
Valid signature Filed with authorized/valid electronic signature
BANK STREET 401K PLAN 2021 260350059 2022-07-12 BANK STREET INVESTMENTS LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 531310
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776

Signature of
Role Plan administrator
Date 2022-07-12
Name of individual signing MEREDITH CLEARY
Valid signature Filed with authorized/valid electronic signature
BANK STREET 401K PLAN 2020 260350059 2021-10-13 BANK STREET INVESTMENTS LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 531310
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776

Signature of
Role Plan administrator
Date 2021-10-13
Name of individual signing MEREDITH CLEARY
Valid signature Filed with authorized/valid electronic signature
BANK STREET 401K PLAN 2019 260350059 2020-04-10 BANK STREET INVESTMENTS LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 531310
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776

Signature of
Role Plan administrator
Date 2020-04-10
Name of individual signing MEREDITH CLEARY
Valid signature Filed with authorized/valid electronic signature
BANK STREET 401K PLAN 2018 260350059 2019-07-31 BANK STREET INVESTMENTS LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 531310
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776

Signature of
Role Plan administrator
Date 2019-07-31
Name of individual signing MEREDITH CLEARY
Valid signature Filed with authorized/valid electronic signature
BANK STREET 401K PLAN 2017 260350059 2018-07-23 BANK STREET INVESTMENTS LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 531310
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776

Signature of
Role Plan administrator
Date 2018-07-23
Name of individual signing MEREDITH CLEARY
Valid signature Filed with authorized/valid electronic signature
BANK STREET 401K PLAN 2016 260350059 2017-07-24 BANK STREET INVESTMENTS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 531310
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776

Signature of
Role Plan administrator
Date 2017-07-24
Name of individual signing MEREDITH CLEARY
Valid signature Filed with authorized/valid electronic signature
BANK STREET 401K PLAN 2015 260350059 2016-07-12 BANK STREET INVESTMENTS LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 531310
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776
BANK STREET 401K PLAN 2014 260350059 2015-08-10 BANK STREET INVESTMENTS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-06-01
Business code 812990
Sponsor’s telephone number 8607997779
Plan sponsor’s address 24 BANK ST, NEW MILFORD, CT, 06776

Signature of
Role Plan administrator
Date 2015-08-10
Name of individual signing GARY GOLDRING
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Meredith Cleary Agent 24 Bank St, New Milford, CT, 06776, United States 24 Bank St, New Milford, CT, 06776, United States +1 203-470-6866 meredith@bankstreetinvestments.com 1 Holiday Point Rd, Sherman, CT, 06784-1624, United States

Officer

Name Role Business address Residence address
GARY GOLDRING Officer 24 BANK STREET, NEW MILFORD, CT, 06776, United States 2580 S Ocean Blvd, 2A7, Palm Beach, FL, 33480, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012353191 2024-01-08 - Annual Report Annual Report -
BF-0011904493 2023-07-28 2023-07-28 Change of Agent Agent Change -
BF-0011282017 2023-01-18 - Annual Report Annual Report -
BF-0010275994 2022-02-28 - Annual Report Annual Report 2022
0007177911 2021-02-19 - Annual Report Annual Report 2021
0007173926 2021-02-16 - Annual Report Annual Report 2020
0006365078 2019-02-06 - Annual Report Annual Report 2019
0006363223 2019-02-05 - Annual Report Annual Report 2018
0005875239 2017-06-27 - Annual Report Annual Report 2017
0005875235 2017-06-27 - Annual Report Annual Report 2016

Property Vision Details

This table provides a snapshot of property information, including key details such as the property address, owner, assessed value, recent sales history (if available), and notable features.

Town Location MBLU Size PID url
New Milford 20 BANK ST 28/4/29// 0.09 4826 Source Link
Acct Number 001562
Assessment Value $609,370
Appraisal Value $870,500
Land Use Description Retail
Zone V-C
Neighborhood C450

Parties
Name BANK STREET INVESTMENTS, LLC
Sale Date 2009-09-14
Sale Price $945,000
Name ROTHSCHILD BANK STREET, LLC
Sale Date 2007-04-27
Sale Price $1,500,000
Name ROSE-WEIN II, L.L.C.
Sale Date 1998-05-20
Sale Price $350,000
Name CARRIER MALCOLM H
Sale Date 1988-09-30
Name CARRIER MALCOLM H JR + WINIFRED H
Sale Date 1971-01-21
New Milford 28 BANK ST 28/4/28// 0.04 4825 Source Link
Acct Number 003855
Assessment Value $277,430
Appraisal Value $396,300
Land Use Description Off Bldg
Zone V-C
Neighborhood C450

Parties
Name BANK STREET INVESTMENTS, LLC
Sale Date 2023-05-03
Sale Price $355,000
Name GRABEL WENDIE Z
Sale Date 1997-04-25
Name GRABEL WENDIE Z TRUSTEE
Sale Date 1997-04-25
Name GRABEL WENDIE Z +
Sale Date 1986-02-27
Sale Price $180,000
Name ROTH CHARLOTTE N
Sale Date 1967-09-19
New Milford 51 BANK ST 28/4/42// 0.21 4839 Source Link
Acct Number 005652
Assessment Value $1,063,380
Appraisal Value $1,519,100
Land Use Description Retail
Zone VC
Neighborhood C450

Parties
Name BANK STREET INVESTMENTS, LLC
Sale Date 2007-09-20
Name GOLDRING GARY
Sale Date 2007-09-20
Name BANK STREET INVESTMENTS, LLC
Sale Date 2007-07-12
Sale Price $2,485,000
Name LEILI EDWARD A
Sale Date 1997-01-21
Name LEILI EDWARD A + FRANCES H
Sale Date 1972-06-02

Companies created on the same day 14 Jun 2007

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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

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