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WAYPOINT ASSET MANAGEMENT LLC

Company Details

Entity Name: WAYPOINT ASSET MANAGEMENT LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Withdrawn
Date Formed: 27 Jun 2013
Business ALEI: 1111378
Annual report due: 31 Mar 2019
Business address: 595 SUMMER ST. 3RD FL., STAMFORD, CT, 06901
Mailing address: 595 SUMMER STREET 3RD FLOOR 595 SUMMER STREET, 3RD FLOOR, STAMFORD, CT, 06901
Mailing jurisdiction address: 595 SUMMER STREET 3RD FLOOR, STAMFORD, CT, 06901,
Office jurisdiction address: 595 SUMMER ST. 3RD FL., STAMFORD, CT, 06901,
ZIP code: 06901
County: Fairfield
Place of Formation: DELAWARE
E-Mail: jpedreira@waypointam.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WAYPOINT ASSET MANAGEMENT LLC 401 (K) PROFIT SHARING PLAN & TRUST 2017 611697553 2018-10-30 WAYPOINT ASSET MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 525990
Sponsor’s telephone number 2036587001
Plan sponsor’s address 595 SUMMER ST STE 3, STAMFORD, CT, 069011407

Signature of

Role Plan administrator
Date 2018-10-30
Name of individual signing J. JOSE PEDREIRA
Valid signature Filed with authorized/valid electronic signature
WAYPOINT ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 611697553 2018-08-21 WAYPOINT ASSET MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 525990
Sponsor’s telephone number 2036587001
Plan sponsor’s address 595 SUMMER ST STE 3, STAMFORD, CT, 069011407

Signature of

Role Plan administrator
Date 2018-08-21
Name of individual signing J. JOSE PEDREIRA
Valid signature Filed with authorized/valid electronic signature
WAYPOINT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2016 611697553 2017-06-20 WAYPOINT ASSET MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541990
Sponsor’s telephone number 6462659532
Plan sponsor’s address 595 SUMMER STREET, 3RD FLOOR, STAMFORD, CT, 069020000

Signature of

Role Plan administrator
Date 2017-06-20
Name of individual signing JUAN PEDREIRA
Valid signature Filed with authorized/valid electronic signature
WAYPOINT ASSET MANAGEMENT LLC 401 (K) PROFIT SHARING PLAN & TRUST 2015 611269755 2016-08-30 WAYPOINT ASSET MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541990
Sponsor’s telephone number 6462659532
Plan sponsor’s DBA name WAYPOINT ASSET MANAGEMENT LLC.
Plan sponsor’s address 595 SUMMER ST STE 3, STAMFORD, CT, 069011407

Signature of

Role Plan administrator
Date 2016-08-30
Name of individual signing J. JOSE PEDREIRA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-30
Name of individual signing J. JOSE PEDREIRA
Valid signature Filed with authorized/valid electronic signature
WAYPOINT ASSET MANAGEMENT LLC 401 (K) PROFIT SHARING PLAN & TRUST 2014 611269755 2016-08-30 WAYPOINT ASSET MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541990
Sponsor’s telephone number 6462659532
Plan sponsor’s DBA name WAYPOINT ASSET MANAGEMENT LLC.
Plan sponsor’s address 595 SUMMER STREET, 3RD FLOOR, STAMFORD, CT, 06901

Signature of

Role Plan administrator
Date 2016-08-30
Name of individual signing J. JOSE PEDREIRA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-30
Name of individual signing J. JOSE PEDREIRA
Valid signature Filed with authorized/valid electronic signature
WAYPOINT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2013 611697553 2014-06-12 WAYPOINT ASSET MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541990
Sponsor’s telephone number 6462659532
Plan sponsor’s address 595 SUMMER STREET, 3RD FLOOR, STAMFORD, CT, 069020000

Signature of

Role Plan administrator
Date 2014-06-12
Name of individual signing NATHANIEL KANE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address
Secretary of State Agent 165 Capitol Ave., P.O. BOX 150470, Hartford, CT, 06115-0470, United States

Officer

Name Role Business address Residence address
J. JOSE PEDREIRA Officer 595 SUMMER ST., 3RD FL., STAMFORD, CT, 06901, United States 14 STALLION TRAIL, GREENWICH, CT, 06831, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
0006458474 2019-03-13 2019-03-13 Withdrawal Statement of Withdrawal Registration No data
0006087807 2018-02-20 No data Annual Report Annual Report 2018
0005865529 2017-06-06 2017-06-06 Change of Agent Address Agent Address Change No data
0005851197 2017-05-26 No data Annual Report Annual Report 2017
0005555604 2016-05-03 No data Annual Report Annual Report 2015
0005555608 2016-05-03 No data Annual Report Annual Report 2016
0005347621 2015-06-12 No data Annual Report Annual Report 2014
0004885892 2013-06-27 No data Business Registration Certificate of Registration No data

Date of last update: 13 Jan 2025

Sources: Connecticut's Official State Website