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nathanson and company LLC

Company Details

Entity Name: nathanson and company LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 26 Apr 2023
Business ALEI: 2776540
Annual report due: 31 Mar 2025
NAICS code: 541611 - Administrative Management and General Management Consulting Services
Business address: 147 Byram Shore Rd, Greenwich, CT, 06830-6907, United States
Mailing address: 147 Byram Shore Rd, Greenwich, CT, United States, 06830-6907
ZIP code: 06830
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: rick@nathansonandcompany.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NATHANSON AND COMPANY, LLC 401(K) PLAN 2022 061594182 2023-11-27 NATHANSON AND COMPANY, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-04-01
Business code 541600
Sponsor’s telephone number 2037228498
Plan sponsor’s mailing address 4339 N PLACITA DE SANDRA, TUCSON, AZ, 85718
Plan sponsor’s address 147 BYRAM SHORE RD, GREENWICH, CT, 06830

Number of participants as of the end of the plan year
Active participants 0
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2023-11-27
Name of individual signing LYNN PHILBRICK
Valid signature Filed with authorized/valid electronic signature
NATHANSON AND COMPANY, LLC 401(K) PLAN 2022 061594182 2023-07-06 NATHANSON AND COMPANY, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-04-01
Business code 541600
Sponsor’s telephone number 2037228498
Plan sponsor’s mailing address 4339 N PLACITA DE SANDRA, TUCSON, AZ, 85718
Plan sponsor’s address 147 BYRAM SHORE RD, GREENWICH, CT, 06830

Number of participants as of the end of the plan year
Active participants 2
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 2
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 4
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2023-07-06
Name of individual signing LYNN PHILBRICK
Valid signature Filed with authorized/valid electronic signature
NATHANSON AND COMPANY, LLC 401(K) PLAN 2021 061594182 2022-06-16 NATHANSON AND COMPANY, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-04-01
Business code 541600
Sponsor’s telephone number 2037228498
Plan sponsor’s mailing address 4339 N PLACITA DE SANDRA, TUCSON, AZ, 85718
Plan sponsor’s address 70 FOREST ST, #17B, STAMFORD, CT, 06901

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 2
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2022-06-16
Name of individual signing LYNN PHILBRICK
Valid signature Filed with authorized/valid electronic signature
NATHANSON AND COMPANY, LLC 401(K) PLAN 2020 061594182 2021-07-23 NATHANSON AND COMPANY, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-04-01
Business code 541600
Sponsor’s telephone number 2037228498
Plan sponsor’s mailing address 4339 N PLACITA DE SANDRA, TUCSON, AZ, 85718
Plan sponsor’s address 70 FOREST ST, #17B, STAMFORD, CT, 06901

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 2
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2021-07-23
Name of individual signing LYNN PHILBRICK
Valid signature Filed with authorized/valid electronic signature
NATHANSON AND COMPANY, LLC 401(K) PLAN 2019 061594182 2020-08-31 NATHANSON AND COMPANY, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-04-01
Business code 541600
Sponsor’s telephone number 2037228498
Plan sponsor’s mailing address 4339 N PLACITA DE SANDRA, TUCSON, AZ, 85718
Plan sponsor’s address 70 FOREST ST, #17B, STAMFORD, CT, 06901

Number of participants as of the end of the plan year
Active participants 5
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 4
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2020-08-31
Name of individual signing LYNN PHILBRICK
Valid signature Filed with authorized/valid electronic signature
NATHANSON AND COMPANY, LLC 401(K) PLAN 2018 061594182 2019-06-04 NATHANSON AND COMPANY, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-04-01
Business code 541600
Sponsor’s telephone number 2037228498
Plan sponsor’s mailing address 4339 N PLACITA DE SANDRA, TUCSON, AZ, 85718
Plan sponsor’s address 432 FIELD POINT RD, GREENWICH, CT, 06830

Number of participants as of the end of the plan year
Active participants 5
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 4
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2019-06-04
Name of individual signing LYNN PHILBRICK
Valid signature Filed with authorized/valid electronic signature
NATHANSON AND COMPANY, LLC 401(K) PLAN 2012 061594182 2013-06-14 NATHANSON AND COMPANY, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-04-01
Business code 541600
Sponsor’s telephone number 2037620336
Plan sponsor’s mailing address 10 MINUTE MAN HILL, WESTPORT, CT, 06880
Plan sponsor’s address 10 MINUTE MAN HILL, WESTPORT, CT, 06880

Plan administrator’s name and address
Administrator’s EIN 061594182
Plan administrator’s name NATHANSON AND COMPANY, LLC
Plan administrator’s address 10 MINUTE MAN HILL, WESTPORT, CT, 06880
Administrator’s telephone number 2037620336

Number of participants as of the end of the plan year
Active participants 9
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 9
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2013-06-14
Name of individual signing JOSEPH PHILBRICK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-06-14
Name of individual signing JOSEPH PHILBRICK
Valid signature Filed with authorized/valid electronic signature
NATHANSON AND COMPANY, LLC 401(K) PLAN 2011 061594182 2012-06-29 NATHANSON AND COMPANY, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-04-01
Business code 541600
Sponsor’s telephone number 2037620336
Plan sponsor’s mailing address 10 MINUTE MAN HILL, WESTPORT, CT, 06880
Plan sponsor’s address 10 MINUTE MAN HILL, WESTPORT, CT, 06880

Plan administrator’s name and address
Administrator’s EIN 061594182
Plan administrator’s name NATHANSON AND COMPANY, LLC
Plan administrator’s address 10 MINUTE MAN HILL, WESTPORT, CT, 06880
Administrator’s telephone number 2037620336

Number of participants as of the end of the plan year
Active participants 9
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 8
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2012-06-29
Name of individual signing JOSEPH PHILBRICK
Valid signature Filed with authorized/valid electronic signature
NATHANSON AND COMPANY, LLC 401(K) PLAN 2010 061594182 2011-06-15 NATHANSON AND COMPANY, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-04-01
Business code 541600
Sponsor’s telephone number 2037620336
Plan sponsor’s mailing address 10 MINUTE MAN HILL, WESTPORT, CT, 06880
Plan sponsor’s address 10 MINUTE MAN HILL, WESTPORT, CT, 06880

Plan administrator’s name and address
Administrator’s EIN 061594182
Plan administrator’s name NATHANSON AND COMPANY, LLC
Plan administrator’s address 10 MINUTE MAN HILL, WESTPORT, CT, 06880
Administrator’s telephone number 2037620336

Number of participants as of the end of the plan year
Active participants 8
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 7
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2011-06-15
Name of individual signing JOSEPH PHILBRICK
Valid signature Filed with authorized/valid electronic signature
NATHANSON AND COMPANY, LLC 401(K) PLAN 2009 061594182 2010-06-23 NATHANSON AND COMPANY, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-04-01
Business code 541600
Sponsor’s telephone number 2037620336
Plan sponsor’s mailing address 10 MINUTE MAN HILL, WESTPORT, CT, 06880
Plan sponsor’s address 10 MINUTE MAN HILL, WESTPORT, CT, 06880

Plan administrator’s name and address
Administrator’s EIN 061594182
Plan administrator’s name NATHANSON AND COMPANY, LLC
Plan administrator’s address 10 MINUTE MAN HILL, WESTPORT, CT, 06880
Administrator’s telephone number 2037620336

Number of participants as of the end of the plan year
Active participants 8
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 8
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2010-06-23
Name of individual signing JOSEPH PHILBRICK
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Richard Nathanson Agent 147 Byram Shore Rd, Greenwich, CT, 06830-6907, United States 147 Byram Shore Rd, Greenwich, CT, 06830-6907, United States +1 720-320-0040 rick@nathansonandcompany.com 147 Byram Shore Rd, Greenwich, CT, 06830-6907, United States

Officer

Name Role Business address Phone E-Mail Residence address
Richard Nathanson Officer 147 Byram Shore Rd, Greenwich, CT, 06830-6907, United States +1 720-320-0040 rick@nathansonandcompany.com 147 Byram Shore Rd, Greenwich, CT, 06830-6907, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012432095 2024-01-24 No data Annual Report Annual Report No data
BF-0011777381 2023-04-26 No data Business Formation Certificate of Organization No data

Related by officers

No related officers

Related by address

147 Byram Shore Rd, Greenwich, CT, United States, 06830-6907

INTEGRAL COUNSELING, LLC

Date of last update: 13 Jan 2025

Sources: Connecticut's Official State Website

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