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DIMATTEO GROUP - TAX & ACCOUNTING SERVICES, INC.

Company Details

Entity Name: DIMATTEO GROUP - TAX & ACCOUNTING SERVICES, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 02 Jul 2008
Business ALEI: 0943200
Annual report due: 02 Jul 2024
NAICS code: 541213 - Tax Preparation Services
Business address: 1000 Bridgeport Ave, Shelton, CT, 06484-3254, United States
Mailing address: 1000 Bridgeport Ave, 507, Shelton, CT, United States, 06484-3254
ZIP code: 06484
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 10000
E-Mail: llesko@dimatteogrp.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DIMATTEO GROUP - TAX & ACCOUNTING SERVICES INC. 401(K) PLAN 2023 320361390 2024-04-24 DIMATTEO GROUP - TAX & ACCOUNTING SERVICES INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541211
Sponsor’s telephone number 2039245419
Plan sponsor’s address 79 BRIDGEPORT AVE, 1ST FLOOR, SHELTON, CT, 06484

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2024-04-24
Name of individual signing TARA EVANS, FOR TAG RESOURCES
Valid signature Filed with authorized/valid electronic signature
DIMATTEO GROUP - TAX & ACCOUNTING SERVICES INC. 401(K) PLAN 2022 320361390 2023-08-01 DIMATTEO GROUP - TAX & ACCOUNTING SERVICES INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541211
Sponsor’s telephone number 2039245419
Plan sponsor’s address 79 BRIDGEPORT AVE, 1ST FLOOR, SHELTON, CT, 06484

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2023-08-01
Name of individual signing TARA EVANS, FOR TAG RESOURCES
Valid signature Filed with authorized/valid electronic signature
DIMATTEO GROUP - TAX & ACCOUNTING SERVICES INC. 401(K) PLAN 2021 320361390 2022-09-08 DIMATTEO GROUP - TAX & ACCOUNTING SERVICES INC. 3
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541211
Sponsor’s telephone number 2039245419
Plan sponsor’s address 79 BRIDGEPORT AVE, 1ST FLOOR, SHELTON, CT, 06484

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2022-09-08
Name of individual signing TARA EVANS
Valid signature Filed with authorized/valid electronic signature
DIMATTEO GROUP - TAX & ACCOUNTING SERVICES INC. 401(K) PLAN 2021 320361390 2023-07-20 DIMATTEO GROUP - TAX & ACCOUNTING SERVICES INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541211
Sponsor’s telephone number 2039245419
Plan sponsor’s address 79 BRIDGEPORT AVE, 1ST FLOOR, SHELTON, CT, 06484

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2023-07-20
Name of individual signing TARA EVANS, FOR TAG RESOURCES
Valid signature Filed with authorized/valid electronic signature
DIMATTEO GROUP - TAX & ACCOUNTING SERVICES INC. 401(K) PLAN 2020 320361390 2021-05-05 DIMATTEO GROUP - TAX & ACCOUNTING SERVICES INC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541211
Sponsor’s telephone number 2039245419
Plan sponsor’s address 79 BRIDGEPORT AVE, 1ST FLOOR, SHELTON, CT, 06484

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2021-05-05
Name of individual signing PHIL TISUE
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Phone E-Mail Residence address
Rosemarie Esposito Officer 79 Bridgeport Ave, Shelton, CT, 06484-3254, United States No data No data 5 Lexington Court, Shelton, CT, 06484, United States
LORETTA LESKO Officer 79 BRIDGEPORT AVENUE, SHELTON, CT, 06484, United States +1 203-395-6044 llesko@dimatteogrp.com 1 LEXINGTON COURT, SHELTON, CT, 06484, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
LORETTA LESKO Agent 1000 BRIDGEPORT AVE., 507, SHELTON, CT, 06484, United States 1000 BRIDGEPORT AVE, 507, SHELTON, CT, 06484, United States +1 203-395-6044 llesko@dimatteogrp.com 1 LEXINGTON COURT, SHELTON, CT, 06484, United States

History

Type Old value New value Date of change
Name change DIMATTEO GROUP - TAX AND ACCOUNTING SERVICES, LLC DIMATTEO GROUP - TAX & ACCOUNTING SERVICES, INC. 2019-04-16
Name change A. DIMATTEO INCOME TAX SERVICE CENTER, LLC DIMATTEO GROUP - TAX AND ACCOUNTING SERVICES, LLC 2011-07-08

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0011290685 2023-06-07 No data Annual Report Annual Report No data
BF-0010809316 2023-02-24 No data Annual Report Annual Report No data
BF-0010168258 2022-01-18 2022-01-18 First Report Organization and First Report No data
BF-0008013529 2021-11-01 No data Annual Report Annual Report 2020
BF-0009907169 2021-11-01 No data Annual Report Annual Report No data
0006554455 2019-05-07 2019-05-07 First Report Organization and First Report No data
0006534858 2019-04-16 2019-04-30 Conversion Certificate of Conversion No data
0006203594 2018-06-20 No data Annual Report Annual Report 2018
0005902204 2017-08-02 No data Annual Report Annual Report 2017
0005678687 2016-10-22 No data Annual Report Annual Report 2016

Date of last update: 20 Jan 2025

Sources: Connecticut's Official State Website