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  5. MICARI FINANCIAL GROUP, LLC

MICARI FINANCIAL GROUP, LLC

Date of last update: 10 Mar 2025. Data updated weekly.

Companies created on the same day 03 Jun 2010

Company Details

Entity Name: MICARI FINANCIAL GROUP, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 03 Jun 2010
Business ALEI: 1006601
Annual report due: 31 Mar 2025
Business address: 101 CHURCH AVENUE, BRISTOL, CT, 06010, United States
Mailing address: P.O. BOX 1689, BRISTOL, CT, United States, 06011
ZIP code: 06010
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: wmicari@micarifinancial.com

Industry & Business Activity

NAICS

523940 Portfolio Management and Investment Advice

This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades. Learn more at the U.S. Census Bureau

Companies doing Portfolio management and investment advice

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MICARI FINANCIAL GROUP, LLC 401(K) PLAN 2023 272801225 2024-03-18 MICARI FINANCIAL GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-07-01
Business code 523900
Sponsor’s telephone number 8602614746
Plan sponsor’s address 101 CHURCH AVENUE, P.O. BOX 1689, BRISTOL, CT, 060111689

Signature of
Role Plan administrator
Date 2024-03-18
Name of individual signing WILLIAM MICARI
Valid signature Filed with authorized/valid electronic signature
MICARI FINANCIAL GROUP, LLC 401(K) PLAN 2022 272801225 2023-05-22 MICARI FINANCIAL GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-07-01
Business code 523900
Sponsor’s telephone number 8602614746
Plan sponsor’s address 101 CHURCH AVENUE, P.O. BOX 1689, BRISTOL, CT, 060111689

Signature of
Role Plan administrator
Date 2023-05-22
Name of individual signing WILLIAM MICARI
Valid signature Filed with authorized/valid electronic signature
MICARI FINANCIAL GROUP, LLC 401(K) PLAN 2021 272801225 2022-07-05 MICARI FINANCIAL GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-07-01
Business code 523900
Sponsor’s telephone number 8602614746
Plan sponsor’s address 101 CHURCH AVENUE, P.O. BOX 1689, BRISTOL, CT, 060111689

Signature of
Role Plan administrator
Date 2022-07-05
Name of individual signing WILLIAM R. MICARI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-05
Name of individual signing WILLIAM R. MICARI
Valid signature Filed with authorized/valid electronic signature
MICARI FINANCIAL GROUP, LLC 401(K) PLAN 2020 272801225 2021-05-10 MICARI FINANCIAL GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-07-01
Business code 523900
Sponsor’s telephone number 8602614746
Plan sponsor’s address 101 CHURCH AVENUE, P.O. BOX 1689, BRISTOL, CT, 060111689

Signature of
Role Plan administrator
Date 2021-05-10
Name of individual signing WILLIAM R. MICARI
Valid signature Filed with authorized/valid electronic signature
MICARI FINANCIAL GROUP, LLC 401(K) PLAN 2019 272801225 2020-06-12 MICARI FINANCIAL GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-07-01
Business code 523900
Sponsor’s telephone number 8602614746
Plan sponsor’s address 101 CHURCH AVENUE, P.O. BOX 1689, BRISTOL, CT, 060111689

Signature of
Role Plan administrator
Date 2020-06-12
Name of individual signing WILLIAM R. MICARI
Valid signature Filed with authorized/valid electronic signature
MICARI FINANCIAL GROUP, LLC 401(K) PLAN 2018 272801225 2019-05-14 MICARI FINANCIAL GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-07-01
Business code 523900
Sponsor’s telephone number 8602614746
Plan sponsor’s address 101 CHURCH AVENUE, P.O. BOX 1689, BRISTOL, CT, 060111689

Signature of
Role Plan administrator
Date 2019-05-14
Name of individual signing WIILLIAM R. MICARI
Valid signature Filed with authorized/valid electronic signature
MICARI FINANCIAL GROUP, LLC 401(K) PLAN 2017 272801225 2018-06-22 MICARI FINANCIAL GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-07-01
Business code 523900
Sponsor’s telephone number 8602614746
Plan sponsor’s address 874 TERRYVILLE AVENUE, 2ND FLOOR, P.O. BOX 1689, BRISTOL, CT, 060111689

Signature of
Role Plan administrator
Date 2018-06-22
Name of individual signing WIILLIAM R. MICARI
Valid signature Filed with authorized/valid electronic signature
MICARI FINANCIAL GROUP, LLC 401(K) PLAN 2016 272801225 2017-06-01 MICARI FINANCIAL GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-07-01
Business code 523900
Sponsor’s telephone number 8602614746
Plan sponsor’s address 874 TERRYVILLE AVENUE, 2ND FLOOR, P.O. BOX 1689, BRISTOL, CT, 060111689

Signature of
Role Plan administrator
Date 2017-06-01
Name of individual signing WIILLIAM R. MICARI
Valid signature Filed with authorized/valid electronic signature
MICARI FINANCIAL GROUP, LLC 401(K) PLAN 2015 272801225 2016-06-22 MICARI FINANCIAL GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-07-01
Business code 523900
Sponsor’s telephone number 8602614746
Plan sponsor’s address 874 TERRYVILLE AVENUE, 2ND FLOOR, P.O. BOX 1689, BRISTOL, CT, 060111689

Signature of
Role Plan administrator
Date 2016-06-22
Name of individual signing WIILLIAM R. MICARI
Valid signature Filed with authorized/valid electronic signature
MICARI FINANCIAL GROUP, LLC 401(K) PLAN 2014 272801225 2015-07-27 MICARI FINANCIAL GROUP, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-07-01
Business code 523900
Sponsor’s telephone number 8602614746
Plan sponsor’s address 874 TERRYVILLE AVENUE, 2ND FLOOR, P.O. BOX 1689, BRISTOL, CT, 060111689

Signature of
Role Plan administrator
Date 2015-07-27
Name of individual signing WIILLIAM R. MICARI
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
WILLIAM R. MICARI Officer 101 CHURCH AVENUE, BRISTOL, CT, 06010, United States 82 WILDCAT ROAD, BURLINGTON, CT, 06013, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JON C. LEARY ESQ. Agent 675 Berlin Turnpike, 2nd Floor, Berlin, CT, 06037, United States 675 BERLIN TPKE, 2ND FL., BERLIN, CT, 06037, United States +1 860-798-6570 jleary@jlearylaw.com 87 GROVE STREET, MIDDLETOWN, CT, 06457, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012155036 2024-03-20 - Annual Report Annual Report -
BF-0011184127 2023-06-01 - Annual Report Annual Report -
BF-0010529450 2022-12-03 - Annual Report Annual Report -
BF-0009774782 2022-03-23 - Annual Report Annual Report -
0006875423 2020-04-04 - Annual Report Annual Report 2018
0006875418 2020-04-04 - Annual Report Annual Report 2017
0006875425 2020-04-04 - Annual Report Annual Report 2019
0006875428 2020-04-04 - Annual Report Annual Report 2020
0006875415 2020-04-04 - Annual Report Annual Report 2016
0005330247 2015-05-11 - Annual Report Annual Report 2015

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6699987202 2020-04-28 0156 PPP 101 CHURCH AVENUE, BRISTOL, CT, 06010
Loan Status Date 2021-04-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 43956
Loan Approval Amount (current) 43956.25
Undisbursed Amount 0
Franchise Name -
Lender Location ID 15940
Servicing Lender Name Webster Bank National Association
Servicing Lender Address 137 Bank St, WATERBURY, CT, 06702-2205
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address BRISTOL, HARTFORD, CT, 06010-0001
Project Congressional District CT-01
Number of Employees 4
NAICS code 524298
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 15940
Originating Lender Name Webster Bank National Association
Originating Lender Address WATERBURY, CT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 44347.64
Forgiveness Paid Date 2021-03-23
See something incorrect or outdated? Let us know

Sources: 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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