| Entity Name: | APELLA CAPITAL, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 10 Mar 2015 |
| Business ALEI: | 1169705 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 65 Memorial Rd, West Hartford, CT, 06107-2434, United States |
| Mailing address: | 65 Memorial Rd, C340, West Hartford, CT, United States, 06107-2434 |
| Mailing jurisdiction address: | 251 LITTLE FALLS DRIVE, WILMINGTON, DE, 19808, United States |
| ZIP code: | 06107 |
| County: | Hartford |
| Place of Formation: | DELAWARE |
| E-Mail: | Compliancemail@cscinfo.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| APELLA CAPITAL 401(K) PLAN | 2023 | 463614531 | 2024-07-24 | APELLA CAPITAL, LLC | 70 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-07-24 |
| Name of individual signing | RON KINNER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-04-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8607342077 |
| Plan sponsor’s address | 151 NATIONAL DRIVE, P.O. BOX 737, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2023-10-11 |
| Name of individual signing | RON KINNER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| PATRICK A. SWEENY | Officer | 151 NATIONAL DRIVE, GLASTONBURY, CT, 06033, United States | 27 OAKVIEW CIRCLE, WESYPORT, CT, 06880, United States |
| DAVID CONNELLY JR | Officer | 151 NATIONAL DRIVE, GLASTONBURY, CT, 06033, United States | 151 NATIONAL DRIVE, GLASTONBURY, CT, 06033, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012717408 | 2024-08-06 | 2024-08-06 | Change of Business Address | Business Address Change | No data |
| BF-0012415366 | 2024-03-19 | No data | Annual Report | Annual Report | No data |
| BF-0011211002 | 2023-03-23 | No data | Annual Report | Annual Report | No data |
| BF-0010223084 | 2022-03-22 | No data | Annual Report | Annual Report | 2022 |
| BF-0010463050 | 2022-01-14 | 2022-01-14 | Mass Agent Change � Address | Agent Address Change | No data |
| 0007201937 | 2021-03-03 | No data | Annual Report | Annual Report | 2021 |
| 0006943532 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006950703 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006733941 | 2020-01-28 | No data | Annual Report | Annual Report | 2020 |
| 0006476370 | 2019-03-19 | No data | Annual Report | Annual Report | 2019 |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
