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HMG STRATEGY, LLC

Company Details

Entity Name: HMG STRATEGY, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 08 Feb 2008
Business ALEI: 0927418
Annual report due: 31 Mar 2025
NAICS code: 541990 - All Other Professional, Scientific, and Technical Services
Business address: 55 Post Rd. W, 2nd Floor, WESTPORT, CT, 06880, United States
Mailing address: 55 Post Rd. W, 2nd Floor, WESTPORT, CT, United States, 06880
ZIP code: 06880
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: peggyp@hmgstrategy.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HMGS 401(K) RETIREMENT PLAN 2023 262805505 2024-10-15 HMG STRATEGY LLC 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2032212702
Plan sponsor’s address 55 POST ROAD WEST, WESTPORT, CT, 06880
HMGS 401(K) RETIREMENT PLAN 2022 262805505 2023-10-13 HMG STRATEGY LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2032212702
Plan sponsor’s address 55 POST ROAD WEST, WESTPORT, CT, 06880
HMGS 401(K) RETIREMENT PLAN 2021 262805505 2022-10-14 HMG STRATEGY LLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2032212702
Plan sponsor’s address 55 POST ROAD WEST, WESTPORT, CT, 06880

Signature of

Role Plan administrator
Date 2022-10-14
Name of individual signing HUNTER MULLER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-14
Name of individual signing HUNTER MULLER, PRESIDENT
Valid signature Filed with authorized/valid electronic signature
HMGS 401(K) RETIREMENT PLAN 2020 262805505 2021-10-14 HMG STRATEGY LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2032212702
Plan sponsor’s address 191 POST ROAD WEST, WESTPORT, CT, 06880

Signature of

Role Plan administrator
Date 2021-10-14
Name of individual signing HUNTER MULLER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-14
Name of individual signing HUNTER MULLER, PRESIDENT
Valid signature Filed with authorized/valid electronic signature
HMGS 401(K) RETIREMENT PLAN 2019 262805505 2020-10-08 HMG STRATEGY LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2032212702
Plan sponsor’s address 191 POST ROAD WEST, WESTPORT, CT, 06880

Signature of

Role Plan administrator
Date 2020-10-08
Name of individual signing HUNTER MULLER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-08
Name of individual signing HUNTER MULLER, PRESIDENT
Valid signature Filed with authorized/valid electronic signature
HMGS 401(K) RETIREMENT PLAN 2018 262805505 2019-10-14 HMG STRATEGY LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2032212702
Plan sponsor’s address 191 POST ROAD WEST, WESTPORT, CT, 06880

Signature of

Role Plan administrator
Date 2019-10-14
Name of individual signing HUNTER MULLER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-14
Name of individual signing HUNTER MULLER, PRESIDENT
Valid signature Filed with authorized/valid electronic signature
HMGS 401(K) RETIREMENT PLAN 2017 262805505 2018-10-17 HMG STRATEGY LLC 8
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2032212702
Plan sponsor’s address 191 POST ROAD WEST, WESTPORT, CT, 06880

Signature of

Role Plan administrator
Date 2018-10-17
Name of individual signing HUNTER MULLER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-17
Name of individual signing HUNTER MULLER, PRESIDENT
Valid signature Filed with authorized/valid electronic signature
HMGS 401(K) RETIREMENT PLAN 2017 262805505 2018-10-15 HMG STRATEGY LLC 8
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2032212702
Plan sponsor’s address 191 POST ROAD WEST, WESTPORT, CT, 06880

Signature of

Role Plan administrator
Date 2018-10-15
Name of individual signing HUNTER MULLER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-15
Name of individual signing HUNTER MULLER, PRESIDENT
Valid signature Filed with authorized/valid electronic signature
HMGS 401(K) RETIREMENT PLAN 2017 262805505 2018-10-18 HMG STRATEGY LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2032212702
Plan sponsor’s address 191 POST ROAD WEST, WESTPORT, CT, 06880

Signature of

Role Plan administrator
Date 2018-10-18
Name of individual signing HUNTER MULLER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-18
Name of individual signing HUNTER MULLER, PRESIDENT
Valid signature Filed with authorized/valid electronic signature
HMGS 401(K) RETIREMENT PLAN 2016 262805505 2017-10-16 HMG STRATEGY LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2032212702
Plan sponsor’s address 191 POST ROAD WEST, WESTPORT, CT, 06880

Signature of

Role Plan administrator
Date 2017-10-16
Name of individual signing HUNTER MULLER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-16
Name of individual signing HUNTER MULLER, PRESIDENT
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Peggy Pedwano Agent 55 Post Rd. W, 2nd Floor, WESTPORT, CT, 06880, United States 55 Post Rd. W, 2nd Floor, WESTPORT, CT, 06880, United States +1 203-243-1674 peggyp@hmgstrategy.com 55 Post Rd. W, 2nd Floor, WESTPORT, CT, 06880, United States

Officer

Name Role Business address Residence address
HUNTER MULLER Officer 55 Post Rd. W, 2nd Floor, WESTPORT, CT, 06880, United States 55 Post Rd. W, 2nd Floor, WESTPORT, CT, 06880, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012199393 2024-02-20 No data Annual Report Annual Report No data
BF-0011286690 2023-02-15 No data Annual Report Annual Report No data
BF-0010228012 2022-03-31 No data Annual Report Annual Report 2022
BF-0010455797 2022-01-14 2022-01-14 Mass Agent Change � Address Agent Address Change No data
BF-0009781974 2021-11-24 No data Annual Report Annual Report No data
0006943532 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006950703 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006772725 2020-02-21 No data Annual Report Annual Report 2020
0006772722 2020-02-21 No data Annual Report Annual Report 2019
0006514768 2019-04-01 No data Annual Report Annual Report 2018

Date of last update: 13 Jan 2025

Sources: Connecticut's Official State Website