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FORECASTLE ADVISORS, LLC

Company Details

Entity Name: FORECASTLE ADVISORS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 05 Jan 2018
Business ALEI: 1259557
Annual report due: 31 Mar 2025
NAICS code: 531390 - Other Activities Related to Real Estate
Business address: 591 WEST PUTNAM AVE, GREENWICH, CT, 06830, United States
Mailing address: 591 WEST PUTNAM AVE, GREENWICH, CT, United States, 06830
Mailing jurisdiction address: 1209 ORANGE STREET, WILMINGTON, DE, 19801, United States
ZIP code: 06830
County: Fairfield
Place of Formation: DELAWARE
E-Mail: cls-ctarmsevidence@wolterskluwer.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FORECASTLE ADVISORS CASH BALANCE PENSION PLAN 2023 822589269 2024-10-10 FORECASTLE ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2034894232
Plan sponsor’s address 5 GREENWICH OFFICE PARK, 1ST FLOOR, GREENWICH, CT, 06831
FORECASTLE ADVISORS CASH BALANCE PENSION PLAN 2022 822589269 2023-10-11 FORECASTLE ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2034894232
Plan sponsor’s address 5 GREENWICH OFFICE PARK, 1ST FLOOR, GREENWICH, CT, 06831
FORECASTLE ADVISORS CASH BALANCE PENSION PLAN 2021 822589269 2022-10-14 FORECASTLE ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2034894232
Plan sponsor’s address 5 GREENWICH OFFICE PARK, 1ST FLOOR, GREENWICH, CT, 06831

Signature of

Role Plan administrator
Date 2022-10-14
Name of individual signing DONALD BRENT SHAFFER
Valid signature Filed with authorized/valid electronic signature
FORECASTLE ADVISORS CASH BALANCE PENSION PLAN 2020 822589269 2021-08-31 FORECASTLE ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2034894232
Plan sponsor’s address 5 GREENWICH OFFICE PARK, 1ST FLOOR, GREENWICH, CT, 06831

Signature of

Role Plan administrator
Date 2021-08-31
Name of individual signing DONALD BRENT SHAFFER
Valid signature Filed with authorized/valid electronic signature
FORECASTLE ADVISORS CASH BALANCE PENSION PLAN 2019 822589269 2020-10-13 FORECASTLE ADVISORS, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2034894232
Plan sponsor’s address 5 GREENWICH OFFICE PARK, 1ST FLOOR, GREENWICH, CT, 06831

Agent

Name Role
C T CORPORATION SYSTEM Agent

Officer

Name Role Business address Residence address
DONALD BRENT SHAFFER Officer 591 WEST PUTNAM AVENUE, GREENWICH, CT, 06830, United States 36 OLD ORCHARD DR, WESTON, CT, 06883, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
CPAP.0005509 CERTIFIED PUBLIC ACCOUNTING FIRM INACTIVE VOLUNTARY NON-RENEWAL 2018-01-02 2021-01-01 2021-12-31

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0013280440 2024-12-02 No data Mass Agent Change � Address Agent Address Change No data
BF-0010243896 2024-05-16 No data Annual Report Annual Report 2022
BF-0011353486 2024-05-16 No data Annual Report Annual Report No data
BF-0012304293 2024-05-16 No data Annual Report Annual Report No data
BF-0012620290 2024-04-25 No data Administrative Dissolution Notice of Intent to Dissolve/Revoke No data
0007185654 2021-02-23 No data Annual Report Annual Report 2021
0006927186 2020-06-18 No data Annual Report Annual Report 2019
0006927187 2020-06-18 No data Annual Report Annual Report 2020
0005997568 2018-01-05 2018-01-05 Business Registration Certificate of Registration No data

Date of last update: 13 Jan 2025

Sources: Connecticut's Official State Website