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JULIA BALFOUR, LLC

Company Details

Entity Name: JULIA BALFOUR, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 18 May 2011
Business ALEI: 1038420
Annual report due: 31 Mar 2025
NAICS code: 541613 - Marketing Consulting Services
Business address: 4 NORWICH ROAD, EAST HADDAM, CT, 06423, United States
Mailing address: 4 NORWICH ROAD, EAST HADDAM, CT, United States, 06423
ZIP code: 06423
County: Middlesex
Place of Formation: CONNECTICUT
E-Mail: leadership@juliabalfour.com

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
7F8E1 Obsolete Non-Manufacturer 2015-08-04 2024-03-08 2022-09-20 No data

Contact Information

POC CAITLIN MONAHAN
Phone +1 860-577-0340
Address 3 NORWICH RD, EAST HADDAM, CT, 06423 1343, UNITED STATES

Ownership of Offeror Information

Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JULIA BALFOUR, LLC 401(K) PLAN 2023 452279363 2024-10-14 JULIA BALFOUR, LLC 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541400
Sponsor’s telephone number 8605770340
Plan sponsor’s address 3 NORWICH RD, EAST HADDAM, CT, 06423
JULIA BALFOUR, LLC 401(K) PLAN 2022 452279363 2023-10-16 JULIA BALFOUR, LLC 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541400
Sponsor’s telephone number 8605770340
Plan sponsor’s address 3 NORWICH RD, EAST HADDAM, CT, 06423
JULIA BALFOUR, LLC 401(K) PLAN 2021 452279363 2022-10-14 JULIA BALFOUR, LLC 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541400
Sponsor’s telephone number 8605770340
Plan sponsor’s address 3 NORWICH RD, EAST HADDAM, CT, 06423
JULIA BALFOUR, LLC 401(K) PLAN 2020 452279363 2021-10-14 JULIA BALFOUR, LLC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541400
Sponsor’s telephone number 8605770340
Plan sponsor’s address 3 NORWICH RD, EAST HADDAM, CT, 06423
JULIA BALFOUR, LLC 401(K) PLAN 2019 452279363 2020-10-13 JULIA BALFOUR, LLC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541400
Sponsor’s telephone number 8605770340
Plan sponsor’s address 3 NORWICH RD, EAST HADDAM, CT, 06423
JULIA BALFOUR, LLC 401(K) PLAN 2018 452279363 2019-10-08 JULIA BALFOUR, LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541400
Sponsor’s telephone number 8605770340
Plan sponsor’s address 3 NORWICH RD, EAST HADDAM, CT, 06423
JULIA BALFOUR, LLC 401(K) PLAN 2017 452279363 2018-09-24 JULIA BALFOUR, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541400
Sponsor’s telephone number 8605770340
Plan sponsor’s address 3 NORWICH RD, EAST HADDAM, CT, 06423
JULIA BALFOUR, LLC 401(K) PLAN 2016 452279363 2017-09-07 JULIA BALFOUR, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541400
Sponsor’s telephone number 8605770340
Plan sponsor’s address 401-2 HAMBURG ROAD, LYME, CT, 06371
JULIA BALFOUR, LLC 401(K) PLAN 2015 452279363 2016-09-09 JULIA BALFOUR, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541400
Sponsor’s telephone number 8605770340
Plan sponsor’s address 401-2 HAMBURG ROAD, LYME, CT, 06371

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
LINDSAY PADULA Agent 4 NORWICH ROAD, EAST HADDAM, CT, 06423, United States 4 NORWICH ROAD, EAST HADDAM, CT, 06423, United States +1 860-577-0340 lindsay@juliabalfour.com 45 WILLIAMSBURG ROAD, MARLBOROUGH, CT, 06447, United States

Officer

Name Role Business address Residence address
GALLA, LOGAN Officer 4 NORWICH ROAD, EAST HADDAM, CT, 06423, United States 9 DELMAR ROAD, GLASTONBURY, CT, 06033, United States
PADULA, LINDSAY Officer 4 NORWICH ROAD, EAST HADDAM, CT, 06423, United States 45 WILLIAMSBURG ROAD, MARLBOROUGH, CT, 06447, United States
Shayna Sweet-Goodspeed Officer 4 Norwich Rd, East Haddam, CT, 06423-1480, United States 120 Brush Hill Rd, Lyme, CT, 06371-3006, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012089344 2024-02-06 No data Annual Report Annual Report No data
BF-0011188472 2023-03-30 No data Annual Report Annual Report No data
BF-0010611641 2022-05-24 No data Annual Report Annual Report No data
BF-0010611640 2022-05-24 No data Annual Report Annual Report No data
0007308754 2021-04-26 2021-04-26 Interim Notice Interim Notice No data
0007133495 2021-02-08 No data Annual Report Annual Report 2020
0006532473 2019-04-12 No data Annual Report Annual Report 2018
0006532471 2019-04-12 No data Annual Report Annual Report 2017
0006532476 2019-04-12 No data Annual Report Annual Report 2019
0005832474 2017-05-03 No data Annual Report Annual Report 2016

Date of last update: 06 Jan 2025

Sources: Connecticut's Official State Website