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  5. KH ADVISERS, INC.

KH ADVISERS, INC.

Company Details

Entity Name: KH ADVISERS, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 17 Mar 2015
Business ALEI: 1170344
Annual report due: 17 Mar 2025
NAICS code: 531390 - Other Activities Related to Real Estate
Business address: 29 PALMER ISLAND, OLD GREENWICH, CT, 06870, United States
Mailing address: 29 PALMER ISLAND, OLD GREENWICH, CT, United States, 06870
ZIP code: 06870
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 200
E-Mail: cris@khadvisers.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KH ADVISERS INC. 401K PLAN 2023 473604803 2024-07-09 KH ADVISERS, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-07-01
Business code 531390
Sponsor’s telephone number 9179572747
Plan sponsor’s address 29 PALMER ISLAND, OLD GREENWICH, CT, 06870

Signature of
Role Plan administrator
Date 2024-07-09
Name of individual signing CRIS BRODERICK
Valid signature Filed with authorized/valid electronic signature
KH ADVISERS INC. 401K PLAN 2022 473604803 2023-05-31 KH ADVISERS, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-07-01
Business code 531390
Sponsor’s telephone number 9179572747
Plan sponsor’s address 29 PALMER ISLAND, OLD GREENWICH, CT, 06870

Signature of
Role Plan administrator
Date 2023-05-31
Name of individual signing CRIS BRODERICK
Valid signature Filed with authorized/valid electronic signature
KH ADVISERS INC. 401K PLAN 2021 473604803 2022-08-16 KH ADVISERS, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-07-01
Business code 531390
Sponsor’s telephone number 9179572747
Plan sponsor’s address 29 PALMER ISLAND, OLD GREENWICH, CT, 06870

Signature of
Role Plan administrator
Date 2022-08-16
Name of individual signing CRIS BRODERICK
Valid signature Filed with authorized/valid electronic signature
KH ADVISERS INC. 401K PLAN 2020 473604803 2022-01-12 KH ADVISERS, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-07-01
Business code 531390
Sponsor’s telephone number 9179572747
Plan sponsor’s address 29 PALMER ISLAND, OLD GREENWICH, CT, 06870

Signature of
Role Plan administrator
Date 2022-01-12
Name of individual signing CRIS BRODERICK
Valid signature Filed with authorized/valid electronic signature
KH ADVISERS INC. 401K PLAN 2019 473604803 2020-08-11 KH ADVISERS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-07-01
Business code 531390
Sponsor’s telephone number 9179572747
Plan sponsor’s address 29 PALMER ISLAND, OLD GREENWICH, CT, 06870

Signature of
Role Plan administrator
Date 2020-08-11
Name of individual signing CRIS BRODERICK
Valid signature Filed with authorized/valid electronic signature
KH ADVISERS INC. 401K PLAN 2018 473604803 2019-07-15 KH ADVISERS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-07-01
Business code 531390
Sponsor’s telephone number 9179572747
Plan sponsor’s address 29 PALMER ISLAND, OLD GREENWICH, CT, 06870

Signature of
Role Plan administrator
Date 2019-07-15
Name of individual signing CRIS BRODERICK
Valid signature Filed with authorized/valid electronic signature
KH ADVISERS INC. 401K PLAN 2017 473604803 2018-06-05 KH ADVISERS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-07-01
Business code 531390
Sponsor’s telephone number 9179572747
Plan sponsor’s address 29 PALMER ISLAND, OLD GREENWICH, CT, 06870

Signature of
Role Plan administrator
Date 2018-06-05
Name of individual signing CRIS BRODERICK
Valid signature Filed with authorized/valid electronic signature
KH ADVISERS INC. 401K PLAN 2016 473604803 2017-05-19 KH ADVISERS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-07-01
Business code 531390
Sponsor’s telephone number 9179572747
Plan sponsor’s address 29 PALMER ISLAND, OLD GREENWICH, CT, 06870

Signature of
Role Plan administrator
Date 2017-05-19
Name of individual signing CRIS BRODERICK
Valid signature Filed with authorized/valid electronic signature
KH ADVISERS INC. 401K PLAN 2015 473604803 2016-05-23 KH ADVISERS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-07-01
Business code 531390
Sponsor’s telephone number 9179572747
Plan sponsor’s address 29 PALMER ISLAND, OLD GREENWICH, CT, 06870

Signature of
Role Plan administrator
Date 2016-05-23
Name of individual signing CRIS BRODERICK
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
CHRISTOPHER K. BRODERICK Agent 29 PALMER ISLAND, OLD GREENWICH, CT, 06870, United States 29 PALMER ISLAND, OLD GREENWICH, CT, 06870, United States +1 917-957-2747 cris@khadvisers.com 29 PALMER ISLAND, OLD GREENWICH, CT, 06870, United States

Officer

Name Role Business address Residence address
CRISTOPHER BRODERICK Officer 29 PALMER ISLAND, OLD GREENWICH, CT, 06870, United States 29 PALMER ISLAND, OLD GREENWICH, CT, 06870, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012417613 2024-02-19 No data Annual Report Annual Report No data
BF-0011210589 2023-03-05 No data Annual Report Annual Report No data
BF-0010276134 2022-02-24 No data Annual Report Annual Report 2022
0007348350 2021-05-20 No data Annual Report Annual Report 2021
0007225701 2021-03-12 No data Annual Report Annual Report 2020
0007225697 2021-03-12 No data Annual Report Annual Report 2019
0006230710 2018-08-10 No data Annual Report Annual Report 2018
0006122282 2018-03-14 No data Annual Report Annual Report 2016
0006122285 2018-03-14 No data Annual Report Annual Report 2017
0005588808 2016-05-24 2016-05-24 First Report Organization and First Report No data

Related by officers

No related officers

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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