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  5. AGEMY FINANCIAL STRATEGIES, INC.

AGEMY FINANCIAL STRATEGIES, INC.

Headquarter

Company Details

Entity Name: AGEMY FINANCIAL STRATEGIES, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 20 Oct 2011
Business ALEI: 1051664
Annual report due: 20 Oct 2025
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 1570 BOSTON POST ROAD, SUITE 400, GUILFORD, CT, 06437, United States
Mailing address: 1570 BOSTON POST ROAD, SUITE 400, GUILFORD, CT, United States, 06437
ZIP code: 06437
County: New Haven
Place of Formation: CONNECTICUT
Total authorized shares: 20000
E-Mail: bookkeeper@agemy.com

Links between entities

Type Company Name Company Number State
Headquarter of AGEMY FINANCIAL STRATEGIES, INC., COLORADO 20131664181 COLORADO

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
AFSI 401(K) PLAN 2023 454083226 2024-08-20 AGEMY FINANCIAL STRATEGIES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2037380026
Plan sponsor’s address 1570 BOSTON POST ROAD, SUITE 400, GUILFORD, CT, 06437
AFSI 401(K) PLAN 2022 454083226 2023-10-05 AGEMY FINANCIAL STRATEGIES, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2037380026
Plan sponsor’s address 1570 BOSTON POST ROAD, SUITE 400, GUILFORD, CT, 06437
AFSI 401(K) PLAN 2021 454083226 2022-08-16 AGEMY FINANCIAL STRATEGIES, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2037380026
Plan sponsor’s address 1570 BOSTON POST ROAD, SUITE 400, GUILFORD, CT, 06437
AFSI 401(K) PLAN 2020 454083226 2021-03-11 AGEMY FINANCIAL STRATEGIES, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2037380026
Plan sponsor’s address 1570 BOSTON POST ROAD, SUITE 400, GUILFORD, CT, 06437
AFSI 401(K) PLAN 2019 454083226 2020-10-14 AGEMY FINANCIAL STRATEGIES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2037380026
Plan sponsor’s address 1570 BOSTON POST ROAD, SUITE 400, GUILFORD, CT, 06437
AFSI 401(K) PLAN 2018 454083226 2019-04-05 AGEMY FINANCIAL STRATEGIES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2037380026
Plan sponsor’s address 1570 BOSTON POST ROAD, SUITE 400, GUILFORD, CT, 06437
AFSI 401(K) PLAN 2017 454083226 2018-04-30 AGEMY FINANCIAL STRATEGIES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2037380026
Plan sponsor’s address 741 BOSTON POST ROAD, #308, GUILFORD, CT, 06437
AFSI 401(K) PLAN 2016 454083226 2017-08-28 AGEMY FINANCIAL STRATEGIES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2037380026
Plan sponsor’s address 741 BOSTON POST ROAD, #308, GUILFORD, CT, 06437

Signature of
Role Plan administrator
Date 2017-08-28
Name of individual signing CATHY AGEMY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
ANDREW A. AGEMY Agent 1570 BOSTON POST RD, STE 400, GUILFORD, CT, 06437, United States 1570 BOSTON POST RD, STE 400, GUILFORD, CT, 06437, United States +1 203-676-3696 cathy@agemy.com 123 HUNTERS' TRAIL, MADISON, CT, 06443, United States

Officer

Name Role Business address Phone E-Mail Residence address
DANIEL J. AGEMY Officer 1570 BOSTON POST ROAD, SUITE 400, MADISON, CT, 06437, United States No data No data 1570 BOSTON POST ROAD, SUITE 400, MADISON, CT, 06437, United States
ANDREW A. AGEMY Officer 1570 BOSTON POST ROAD, SUITE 400, GUILFORD, CT, 06437, United States +1 203-676-3696 cathy@agemy.com 123 HUNTERS' TRAIL, MADISON, CT, 06443, United States
CATHY L. AGEMY Officer 1570 BOSTON POST ROAD, SUITE 400, GUILFORD, CT, 06437, United States No data No data 123 HUNTERS' TRAIL, MADISON, CT, 06443, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012299851 2024-10-04 No data Annual Report Annual Report No data
BF-0011429874 2023-10-08 No data Annual Report Annual Report No data
BF-0010234214 2022-10-17 No data Annual Report Annual Report 2022
BF-0009819265 2021-10-13 No data Annual Report Annual Report No data
0007175298 2021-02-19 No data Annual Report Annual Report 2020
0006642448 2019-09-11 No data Annual Report Annual Report 2019
0006276701 2018-11-14 No data Annual Report Annual Report 2018
0005962901 2017-11-08 No data Annual Report Annual Report 2017
0005733204 2017-01-09 No data Annual Report Annual Report 2016
0005733202 2017-01-09 No data Annual Report Annual Report 2015

Related by officers

ANDREW A. AGEMY

CONNECTICUT SOUND TAX GROUP, INC. AGEMY WEALTH ADVISORS, LLC BETHEL 1570, LLC

DANIEL J. AGEMY

AGEMY WEALTH ADVISORS, LLC BETHEL 1570, LLC

Related by address

No related companies by address

Date of last update: 06 Jan 2025

Sources: Connecticut's Official State Website

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