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  5. GATEWAY FINANCIAL PARTNERS, LLC

GATEWAY FINANCIAL PARTNERS, LLC

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

Companies that start with "GATEWAY"

Company Details

Entity Name: GATEWAY FINANCIAL PARTNERS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 11 Dec 2013
Business ALEI: 1127278
Annual report due: 31 Mar 2026
Business address: 455 Winding Brook Dr, Glastonbury, CT, 06033-4315, United States
Mailing address: P.O. BOX 1032, GLASTONBURY, CT, United States, 06033
ZIP code: 06033
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: dwood@mygfpartner.com

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau

Companies doing Insurance agencies and brokerages

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GATEWAY 401K PLAN 2021 464402476 2022-08-26 GATEWAY FINANCIAL PARTNERS, LLC 11
File View Page
Three-digit plan number (PN) 339
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8606524360
Plan sponsor’s address P.O. BOX 1032, 500 WINDING BROOK DR., GLASTONBURY, CT, 06033

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2022-08-26
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature
GATEWAY 401K PLAN 2020 464402476 2021-10-03 GATEWAY FINANCIAL PARTNERS, LLC 11
File View Page
Three-digit plan number (PN) 339
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8606524360
Plan sponsor’s address P.O. BOX 1032, 500 WINDING BROOK DR., GLASTONBURY, CT, 06033

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2021-10-03
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature
GATEWAY 401K PLAN 2019 464402476 2020-10-06 GATEWAY FINANCIAL PARTNERS, LLC 8
File View Page
Three-digit plan number (PN) 339
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8606524360
Plan sponsor’s address P.O. BOX 1032, 500 WINDING BROOK DR., GLASTONBURY, CT, 06033

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2020-10-06
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature
GATEWAY 401K PLAN 2018 464402476 2019-06-03 GATEWAY FINANCIAL PARTNERS, LLC 9
File View Page
Three-digit plan number (PN) 339
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8606524360
Plan sponsor’s address P.O. BOX 1032, 500 WINDING BROOK DR., GLASTONBURY, CT, 06033

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2019-06-03
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature
GATEWAY 401K PLAN 2017 464402476 2019-05-30 GATEWAY FINANCIAL PARTNERS, LLC 10
File View Page
Three-digit plan number (PN) 339
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8606524360
Plan sponsor’s address P.O. BOX 1032, 500 WINDING BROOK DR., GLASTONBURY, CT, 06033

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2019-05-30
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature
GATEWAY 401K PLAN 2017 464402476 2018-07-02 GATEWAY FINANCIAL PARTNERS, LLC 10
Three-digit plan number (PN) 339
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8606524360
Plan sponsor’s address P.O. BOX 1032, 500 WINDING BROOK DR., GLASTONBURY, CT, 06033

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2018-07-02
Name of individual signing T R BICK
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
DAVID WOOD Agent 455 Winding Brook Dr, Glastonbury, CT, 06033-4315, United States 455 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033, United States +1 860-335-4181 dwood@mygfpartner.com 61 FOREST PARK, SPRINGFIELD, MA, 01108, United States

Officer

Name Role Business address Phone E-Mail Residence address
DAVID WOOD Officer 500 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033, United States +1 860-335-4181 dwood@mygfpartner.com 61 FOREST PARK, SPRINGFIELD, MA, 01108, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0013035116 2025-03-23 - Annual Report Annual Report -
BF-0012094628 2024-03-11 - Annual Report Annual Report -
BF-0011311822 2023-02-14 - Annual Report Annual Report -
BF-0010286045 2022-02-26 - Annual Report Annual Report 2022
0007091125 2021-02-01 - Annual Report Annual Report 2021
0006872827 2020-04-03 - Annual Report Annual Report 2018
0006872837 2020-04-03 - Annual Report Annual Report 2020
0006872822 2020-04-03 - Annual Report Annual Report 2017
0006872829 2020-04-03 - Annual Report Annual Report 2019
0005716673 2016-12-12 - Annual Report Annual Report 2016

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4277867104 2020-04-13 0156 PPP 500 WINDING BROOK DR, GLASTONBURY, CT, 06033-1294
Loan Status Date 2021-05-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 109700
Loan Approval Amount (current) 109700
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 GLASTONBURY, HARTFORD, CT, 06033-1294
Project Congressional District CT-02
Number of Employees 9
NAICS code 523930
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 110766.95
Forgiveness Paid Date 2021-04-13

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
0005202725 Active MUNICIPAL 2024-04-02 2038-05-08 AMENDMENT

Parties
Name TOWN OF GLASTONBURY
Role Secured Party
Name GATEWAY FINANCIAL PARTNERS, LLC
Role Debtor
0005139321 Active MUNICIPAL 2023-05-08 2038-05-08 ORIG FIN STMT

Parties
Name GATEWAY FINANCIAL PARTNERS, LLC
Role Debtor
Name TOWN OF GLASTONBURY
Role Secured Party
0005056105 Active OFS 2022-03-30 2027-03-30 ORIG FIN STMT

Parties
Name GATEWAY FINANCIAL PARTNERS, LLC
Role Debtor
Name The Bank of Kaukauna
Role Secured Party

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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

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