| Entity Name: | SPURSTONE WEALTH MANAGEMENT, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 26 Mar 2009 |
| Business ALEI: | 0966831 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 524210 - Insurance Agencies and Brokerages |
| Business address: | 12 SCOVIL RD, HIGGANUM, CT, 06441, United States |
| Mailing address: | 12 SCOVIL RD, HIGGANUM, CT, United States, 06441 |
| ZIP code: | 06441 |
| County: | Middlesex |
| Place of Formation: | CONNECTICUT |
| E-Mail: | timothy.golas@spurstone.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SPURSTONE 401(K) PLAN | 2023 | 264545691 | 2024-05-16 | SPURSTONE WEALTH MANAGEMENT LLC | 3 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-05-16 |
| Name of individual signing | TIMOTHY GOLAS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-10-01 |
| Business code | 541990 |
| Sponsor’s telephone number | 8602641111 |
| Plan sponsor’s address | 12 SCOVIL ROAD, HIGGANUM, CT, 06441 |
Signature of
| Role | Plan administrator |
| Date | 2023-04-14 |
| Name of individual signing | TIMOTHY GOLAS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-10-01 |
| Business code | 541990 |
| Sponsor’s telephone number | 8602641111 |
| Plan sponsor’s address | 12 SCOVIL ROAD, HIGGANUM, CT, 06441 |
Signature of
| Role | Plan administrator |
| Date | 2022-04-26 |
| Name of individual signing | TIMOTHY GOLAS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-10-01 |
| Business code | 541990 |
| Sponsor’s telephone number | 8602641111 |
| Plan sponsor’s address | 12 SCOVIL ROAD, HIGGANUM, CT, 06441 |
Signature of
| Role | Plan administrator |
| Date | 2021-06-29 |
| Name of individual signing | TIMOTHY GOLAS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-10-01 |
| Business code | 541990 |
| Sponsor’s telephone number | 8602641111 |
| Plan sponsor’s address | 15 ENSIGN DRIVE, AVON, CT, 06001 |
Signature of
| Role | Plan administrator |
| Date | 2020-04-15 |
| Name of individual signing | TIMOTHY GOLAS |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| REMBISH & LASARACINA, LLC | Agent |
| Name | Role | Business address |
|---|---|---|
| SPURSTONE ADVISORY SERVICE, LLC | Officer | 12 SCOVIL RD, HIGGANUM, CT, 06441, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012278893 | 2024-01-29 | No data | Annual Report | Annual Report | No data |
| BF-0011292033 | 2023-01-30 | No data | Annual Report | Annual Report | No data |
| BF-0010216319 | 2022-02-17 | No data | Annual Report | Annual Report | 2022 |
| 0007051107 | 2021-01-04 | No data | Annual Report | Annual Report | 2021 |
| 0006838987 | 2020-03-18 | No data | Annual Report | Annual Report | 2020 |
| 0006391987 | 2019-02-19 | No data | Annual Report | Annual Report | 2019 |
| 0006066731 | 2018-02-09 | No data | Annual Report | Annual Report | 2017 |
| 0006066741 | 2018-02-09 | No data | Annual Report | Annual Report | 2018 |
| 0005859511 | 2017-05-30 | 2017-05-30 | Interim Notice | Interim Notice | No data |
| 0005497964 | 2016-03-02 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
