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CLAPBOARD HILL PRIVATE WEALTH COMPANY

Company Details

Entity Name: CLAPBOARD HILL PRIVATE WEALTH COMPANY
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 06 Apr 2018
Business ALEI: 1269308
Annual report due: 06 Apr 2025
NAICS code: 525990 - Other Financial Vehicles
Business address: 333 Unquowa Road, fAIRFIELD, CT, 06824, United States
Mailing address: 333 Unquowa Road, 303, fAIRFIELD, CT, United States, 06824
ZIP code: 06824
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 200
E-Mail: Bpacilio@clapboardhill.com
E-Mail: tpacilio@caritasfamilyoffice.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CLAPBOARD HILL PRIVATE WEALTH 401(K) PROFIT SHARING PLAN & TRUST 2021 825034939 2022-07-18 CLAPBOARD HILL PRIVATE WEALTH 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 2036858473
Plan sponsor’s address 1265 POST RD E, WESTPORT, CT, 068805426

Signature of

Role Plan administrator
Date 2022-07-18
Name of individual signing BRANDON PACILIO
Valid signature Filed with authorized/valid electronic signature
CLAPBOARD HILL PRIVATE WEALTH 401(K) PROFIT SHARING PLAN & TRUST 2020 825034939 2021-04-01 CLAPBOARD HILL PRIVATE WEALTH 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 2036858473
Plan sponsor’s address 1265 POST RD E, WESTPORT, CT, 068805426

Signature of

Role Plan administrator
Date 2021-04-01
Name of individual signing GAMAL ABDULRAHMAN
Valid signature Filed with authorized/valid electronic signature
CLAPBOARD HILL PRIVATE WEALTH 401(K) PROFIT SHARING PLAN & TRUST 2019 825034939 2020-06-13 CLAPBOARD HILL PRIVATE WEALTH 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 2036858473
Plan sponsor’s address 1265 POST RD E, WESTPORT, CT, 068805426

Signature of

Role Plan administrator
Date 2020-06-13
Name of individual signing GAMAL ABDULRAHMAN
Valid signature Filed with authorized/valid electronic signature
CLAPBOARD HILL PRIVATE WEALTH 401 K PROFIT SHARING PLAN TRUST 2018 825034939 2019-05-15 CLAPBOARD HILL PRIVATE WEALTH 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 2036858473
Plan sponsor’s address 1265 POST RD E, WESTPORT, CT, 068805426

Signature of

Role Plan administrator
Date 2019-05-15
Name of individual signing GAMAL ABDULRAHMAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
THOMAS PACILIO Agent 333 Unquowa Road, fAIRFIELD, CT, 06824, United States 333 Unquowa Road, fAIRFIELD, CT, 06824, United States +1 203-246-7771 tpacilio@caritasfamilyoffice.com CONNECTICUT, 60 CLAPBOARD HILL RD, WESTPORT, CT, 06880, United States

Officer

Name Role Business address Phone E-Mail Residence address
THOMAS PACILIO Officer 333 Unquowa Rd, WESTPORT, Fairfield, CT, 06824-5075, United States +1 203-246-7771 tpacilio@caritasfamilyoffice.com CONNECTICUT, 60 CLAPBOARD HILL RD, WESTPORT, CT, 06880, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0011224770 2024-11-25 No data Annual Report Annual Report No data
BF-0012091503 2024-11-25 No data Annual Report Annual Report No data
BF-0012750056 2024-08-29 No data Administrative Dissolution Notice of Intent to Dissolve/Revoke No data
BF-0010206580 2022-04-01 No data Annual Report Annual Report 2022
0007232062 2021-03-15 No data Annual Report Annual Report 2021
0006838830 2020-03-18 No data Annual Report Annual Report 2020
0006428254 2019-03-06 2019-03-06 First Report Organization and First Report No data
0006454880 2019-03-06 2019-03-06 Change of Agent Agent Change No data
0006157698 2018-04-06 2018-04-06 Business Formation Certificate of Incorporation No data

Date of last update: 13 Jan 2025

Sources: Connecticut's Official State Website