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  5. Otis Library Inc.

Otis Library Inc.

Company Details

Entity Name: Otis Library Inc.
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 12 Sep 2022
Business ALEI: 2628071
Annual report due: 27 Oct 2025
NAICS code: 519210 - Libraries and Archives
Business address: 261 Main Street, Norwich, CT, 06360, United States
Mailing address: 261 Main Street, Norwich, CT, United States, 06360
ZIP code: 06360
County: New London
Place of Formation: CONNECTICUT
E-Mail: accounts@otislibrarynorwich.org

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
61HB7 Obsolete Non-Manufacturer 2010-06-18 2024-03-08 2022-11-30 No data

Contact Information
POC ROBERT D.. FARWELL
Phone +1 860-889-2365
Fax +1 860-889-2533
Address 261 MAIN ST, NORWICH, CT, 06360 5834, UNITED STATES

Ownership of Offeror Information
Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OTIS LIBRARY 401(K) PLAN 2023 060669124 2024-06-26 OTIS LIBRARY 47
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-01-01
Business code 519100
Sponsor’s telephone number 8608892365
Plan sponsor’s address 261 MAIN STREET, NORWICH, CT, 06360

Signature of
Role Plan administrator
Date 2024-06-26
Name of individual signing CATHLEEN SPECIAL
Valid signature Filed with authorized/valid electronic signature
OTIS LIBRARY TIAA CREF DEFERRED ANNUITY PLAN 2023 060669124 2024-07-10 OTIS LIBRARY 15
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1991-01-01
Business code 519100
Sponsor’s telephone number 8608892365
Plan sponsor’s address 261 MAIN STREET, NORWICH, CT, 06360

Signature of
Role Plan administrator
Date 2024-07-10
Name of individual signing CATHLEEN SPECIAL
Valid signature Filed with authorized/valid electronic signature
OTIS LIBRARY 401(K) PLAN 2022 060669124 2023-06-08 OTIS LIBRARY 47
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-01-01
Business code 519100
Sponsor’s telephone number 8608892365
Plan sponsor’s address 261 MAIN STREET, NORWICH, CT, 06360

Signature of
Role Plan administrator
Date 2023-06-08
Name of individual signing ROBERT FARWELL
Valid signature Filed with authorized/valid electronic signature
OTIS LIBRARY TIAA CREF DEFERRED ANNUITY PLAN 2022 060669124 2023-05-24 OTIS LIBRARY 22
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1991-01-01
Business code 519100
Sponsor’s telephone number 8608892365
Plan sponsor’s address 261 MAIN STREET, NORWICH, CT, 06360

Signature of
Role Plan administrator
Date 2023-05-24
Name of individual signing ROBERT FARWELL
Valid signature Filed with authorized/valid electronic signature
OTIS LIBRARY 401(K) PLAN 2021 060669124 2022-06-07 OTIS LIBRARY 43
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-01-01
Business code 519100
Sponsor’s telephone number 8608892365
Plan sponsor’s address 261 MAIN STREET, NORWICH, CT, 06360

Signature of
Role Plan administrator
Date 2022-06-07
Name of individual signing ROBERT FARWELL
Valid signature Filed with authorized/valid electronic signature
OTIS LIBRARY TIAA CREF DEFERRED ANNUITY PLAN 2021 060669124 2022-05-25 OTIS LIBRARY 22
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1991-01-01
Business code 519100
Sponsor’s telephone number 8608892365
Plan sponsor’s address 261 MAIN STREET, NORWICH, CT, 06360

Signature of
Role Plan administrator
Date 2022-05-25
Name of individual signing ROBERT FARWELL
Valid signature Filed with authorized/valid electronic signature
OTIS LIBRARY 401(K) PLAN 2020 060669124 2021-03-08 OTIS LIBRARY 41
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-01-01
Business code 519100
Sponsor’s telephone number 8608892365
Plan sponsor’s address 261 MAIN STREET, NORWICH, CT, 06360

Signature of
Role Plan administrator
Date 2021-03-08
Name of individual signing ROBERT FARWELL
Valid signature Filed with authorized/valid electronic signature
OTIS LIBRARY TIAA CREF DEFERRED ANNUITY PLAN 2020 060669124 2021-03-08 OTIS LIBRARY 17
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1991-01-01
Business code 519100
Sponsor’s telephone number 8608892365
Plan sponsor’s address 261 MAIN STREET, NORWICH, CT, 06360

Signature of
Role Plan administrator
Date 2021-03-08
Name of individual signing ROBERT FARWELL
Valid signature Filed with authorized/valid electronic signature
OTIS LIBRARY 401(K) PLAN 2019 060669124 2020-08-11 OTIS LIBRARY 41
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-01-01
Business code 519100
Sponsor’s telephone number 8608892365
Plan sponsor’s address 261 MAIN STREET, NORWICH, CT, 06360

Signature of
Role Plan administrator
Date 2020-08-11
Name of individual signing ROBERT FARWELL
Valid signature Filed with authorized/valid electronic signature
OTIS LIBRARY TIAA CREF DEFERRED ANNUITY PLAN 2019 060669124 2020-07-27 OTIS LIBRARY 22
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1991-01-01
Business code 519100
Sponsor’s telephone number 8608892365
Plan sponsor’s address 261 MAIN STREET, NORWICH, CT, 06360

Signature of
Role Plan administrator
Date 2020-07-27
Name of individual signing ROBERT FARWELL
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Phone E-Mail Residence address
Cathleen Special Agent 261 Main Street, Norwich, CT, 06360, United States +1 860-705-5548 cspecial@otislibrarynorwich.org 30 Cuprak Rd, Norwich, CT, 06360-2008, United States

Director

Name Role Business address Phone E-Mail Residence address
Cathleen Special Director 261 Main Street, Norwich, CT, 06360, United States +1 860-705-5548 cspecial@otislibrarynorwich.org 30 Cuprak Rd, Norwich, CT, 06360-2008, United States

Officer

Name Role Business address Residence address
Charles Seeman Officer 261 Main Street, Norwich, CT, 06360, United States 205 Scotland Rd, Norwich, CT, 06360-1646, United States
Tracey Gomes-Johnson Officer 261 Main Street, Norwich, CT, 06360, United States 9 Pepperidge Ln, East Lyme, CT, 06333-1122, United States
Michael Gualtieri Officer 261 Main Street, Norwich, CT, 06360, United States 16 N Wawecus Hill Rd, Norwich, CT, 06360-4047, United States
Thomas Griffin Officer 261 Main Street, Norwich, CT, 06360, United States 18 Lincoln Ave, Norwich, CT, 06360-3410, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
BAZR.01371 BAZAAR PERMIT CLASS 3 CLOSED VERIFICATION STATEMENT COMPLETE No data 2015-11-21 2015-11-21
BAZR.01799 BAZAAR PERMIT CLASS 3 CLOSED VERIFICATION STATEMENT COMPLETE No data 2016-11-19 2016-11-19
BAZR.02252 BAZAAR PERMIT CLASS 3 CLOSED VERIFICATION STATEMENT COMPLETE No data 2017-11-18 2017-11-18
BAZR.00953 BAZAAR PERMIT CLASS 3 CLOSED VERIFICATION STATEMENT COMPLETE 2014-11-22 2014-11-22 2014-11-22
BAZR.00610 BAZAAR PERMIT CLASS 3 CLOSED VERIFICATION STATEMENT COMPLETE 2013-11-23 2013-11-23 2013-11-23
CHR.0011748 PUBLIC CHARITY ACTIVE CURRENT 2003-09-26 2024-06-01 2025-05-31

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012205601 2024-09-27 No data Annual Report Annual Report No data
BF-0011048363 2023-10-02 No data Annual Report Annual Report No data
BF-0011005556 2022-10-27 2022-10-27 First Report Organization and First Report No data
BF-0011000042 2022-09-12 No data Business Formation Certificate of Incorporation No data

Related by officers

Tracey Gomes-Johnson

TGJ Financial LLC

Related by address

No related companies by address

Date of last update: 13 Jan 2025

Sources: Connecticut's Official State Website

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