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CARLSON & DUMEER, LLC

Headquarter
Date of last update: 21 Apr 2025. Data updated weekly.

Company Details

Entity Name: CARLSON & DUMEER, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 03 Jan 2012
Business ALEI: 1057371
Annual report due: 31 Mar 2026
Business address: 85 BROAD STREET, MIDDLETOWN, CT, 06457, United States
Mailing address: 85 BROAD STREET, MIDDLETOWN, CT, United States, 06457
ZIP code: 06457
County: Middlesex
Place of Formation: CONNECTICUT
E-Mail: smc@carlsondumeer.com

Industry & Business Activity

NAICS

541110 Offices of Lawyers

This industry comprises offices of legal practitioners known as lawyers or attorneys (i.e., counselors-at-law) primarily engaged in the practice of law. Establishments in this industry may provide expertise in a range or in specific areas of law, such as criminal law, corporate law, family and estate law, patent law, real estate law, or tax law. Learn more at the U.S. Census Bureau

Links between entities

Type Company Name Company Number State
Headquarter of CARLSON & DUMEER, LLC, RHODE ISLAND 001695590 RHODE ISLAND

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CARLSON & DUMEER, LLC 401(K) PLAN 2023 454196018 2024-09-25 CARLSON & DUMEER, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 8607882471
Plan sponsor’s address 85 BROAD STREET, MIDDLETOWN, CT, 06457

Signature of

Role Plan administrator
Date 2024-09-25
Name of individual signing SCOTT CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-25
Name of individual signing SCOTT CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON & DUMEER, LLC 401(K) PLAN 2022 454196018 2023-07-28 CARLSON & DUMEER, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 8607882471
Plan sponsor’s address 85 BROAD STREET, MIDDLETOWN, CT, 06457

Signature of

Role Plan administrator
Date 2023-07-28
Name of individual signing SCOTT CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-28
Name of individual signing SCOTT CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON & DUMEER, LLC 401(K) PLAN 2021 454196018 2022-09-28 CARLSON & DUMEER, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 8607882471
Plan sponsor’s address 85 BROAD STREET, MIDDLETOWN, CT, 06457

Signature of

Role Plan administrator
Date 2022-09-28
Name of individual signing SCOTT CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-28
Name of individual signing SCOTT CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON & DUMEER, LLC 401(K) PLAN 2020 454196018 2021-10-13 CARLSON & DUMEER, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 8607882471
Plan sponsor’s address 85 BROAD STREET, MIDDLETOWN, CT, 06457

Signature of

Role Plan administrator
Date 2021-10-13
Name of individual signing SCOTT CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-13
Name of individual signing SCOTT CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON & DUMEER, LLC 401(K) PLAN 2019 454196018 2020-06-30 CARLSON & DUMEER, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 8607882471
Plan sponsor’s address 85 BROAD STREET, MIDDLETOWN, CT, 06457

Signature of

Role Plan administrator
Date 2020-06-30
Name of individual signing SCOTT CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-30
Name of individual signing SCOTT CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON & DUMEER, LLC 401(K) PLAN 2018 454196018 2019-10-08 CARLSON & DUMEER, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 8607882471
Plan sponsor’s address 100 RIVERVIEW CENTER #130, MIDDLETOWN, CT, 06457

Signature of

Role Plan administrator
Date 2019-10-08
Name of individual signing SCOTT CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-08
Name of individual signing SCOTT CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON & DUMEER, LLC 401(K) PLAN 2017 454196018 2019-10-08 CARLSON & DUMEER, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 8607882471
Plan sponsor’s address 100 RIVERVIEW CENTER #130, MIDDLETOWN, CT, 06457

Signature of

Role Plan administrator
Date 2019-10-08
Name of individual signing SCOTT CARLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-08
Name of individual signing SCOTT CARLSON
Valid signature Filed with authorized/valid electronic signature
CARLSON & DUMEER, LLC 401(K) PLAN 2017 454196018 2018-07-05 CARLSON & DUMEER, LLC 6
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 8607882471
Plan sponsor’s address 100 RIVERVIEW CENTER #130, MIDDLETOWN, CT, 06457

Signature of

Role Plan administrator
Date 2018-07-05
Name of individual signing SCOTT CARLSOM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-05
Name of individual signing SCOTT CARLSOM
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
H. BRIAN DUMEER Agent 85 BROAD STREET, MIDDLETOWN, CT, 06457, United States 85 BROAD STREET, MIDDLETOWN, CT, 06457, United States +1 860-818-3304 smc@carlsondumeer.com 72 CHIEF RYAN WAY, SOUTH WINDSOR, CT, 06074, United States

Officer

Name Role Business address Phone E-Mail Residence address
H. BRIAN DUMEER Officer 85 BROAD STREET, MIDDLETOWN, CT, 06457, United States +1 860-818-3304 smc@carlsondumeer.com 72 CHIEF RYAN WAY, SOUTH WINDSOR, CT, 06074, United States
SCOTT M. CARLSON Officer 85 BROAD STREET, MIDDLETOWN, CT, 06457, United States - - 104 COOLEY DR., LONGMEADOW, MA, 01106, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0013015839 2025-01-04 - Annual Report Annual Report -
BF-0012298929 2024-01-05 - Annual Report Annual Report -
BF-0011428059 2023-01-11 - Annual Report Annual Report -
BF-0010349679 2022-01-11 - Annual Report Annual Report 2022
0007052244 2021-01-05 - Annual Report Annual Report 2021
0006710043 2020-01-03 - Annual Report Annual Report 2020
0006305406 2019-01-03 - Annual Report Annual Report 2019
0005995162 2018-01-03 - Annual Report Annual Report 2018
0005955622 2017-10-27 2017-10-27 Change of Agent Address Agent Address Change -
0005729206 2017-01-03 - Annual Report Annual Report 2017

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7129258303 2021-01-27 0156 PPS 85 Broad St, Middletown, CT, 06457-3236
Loan Status Date 2021-10-21
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 99185
Loan Approval Amount (current) 99185
Undisbursed Amount 0
Franchise Name -
Lender Location ID 16282
Servicing Lender Name Liberty Bank
Servicing Lender Address 315 Main St, MIDDLETOWN, CT, 06457-3345
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Middletown, MIDDLESEX, CT, 06457-3236
Project Congressional District CT-01
Number of Employees 11
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 16282
Originating Lender Name Liberty Bank
Originating Lender Address MIDDLETOWN, CT
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 99826.95
Forgiveness Paid Date 2021-09-27
7327057002 2020-04-07 0156 PPP 85 BROAD ST, MIDDLETOWN, CT, 06457-3236
Loan Status Date 2021-03-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 83500
Loan Approval Amount (current) 83500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 16282
Servicing Lender Name Liberty Bank
Servicing Lender Address 315 Main St, MIDDLETOWN, CT, 06457-3345
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address MIDDLETOWN, MIDDLESEX, CT, 06457-3236
Project Congressional District CT-01
Number of Employees 14
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 16282
Originating Lender Name Liberty Bank
Originating Lender Address MIDDLETOWN, CT
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 84177.28
Forgiveness Paid Date 2021-02-11

Debts and Liens

This table presents a concise summary of a company's liens and debts, detailing essential information such as the lien type, debt amount, associated parties, and current status of each financial obligation.

Subsequent Filing No Status Type Filing Date Lapse Date Filing Type
0005240819 Active OFS 2024-09-26 2029-10-28 AMENDMENT

Parties

Name CARLSON & DUMEER, LLC
Role Debtor
Name LIBERTY BANK
Role Secured Party
0005053649 Active OFS 2022-03-17 2027-05-24 AMENDMENT

Parties

Name CARLSON & DUMEER, LLC
Role Debtor
Name TD BANK, N.A.
Role Secured Party
0003336055 Active OFS 2019-10-28 2029-10-28 ORIG FIN STMT

Parties

Name CARLSON & DUMEER, LLC
Role Debtor
Name LIBERTY BANK
Role Secured Party
0003183093 Active OFS 2017-05-24 2027-05-24 ORIG FIN STMT

Parties

Name CARLSON & DUMEER, LLC
Role Debtor
Name TD BANK, N.A.
Role Secured Party
See something incorrect or outdated? Let us know

Sources: Company Profile on 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