Balance Point Capital Advisors, LLC
Connecticut
Registered In
08/02/2011
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Balance Point Capital Advisors, LLC at 285 Riverside Avenue Suite 200 STE 200, Westport, Ct 06880 lists Seth W. Alvord of Westport, CT as the associate.
Overview
Registered In
Connecticut
Incorporation Date
Company Type
Llc
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Email
********@balancepointcapital.com
Search Other Resources
People
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R&C Service Company
Registered Agent
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280 TRUMBULL ST, HARTFORD, CT 06103
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Seth W. Alvord
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285 RIVERSIDE AVE STE 200, WESTPORT, CT 06880
370 WAHACKME RD, NEW CANAAN, CT 06840-3936
(View Past Addresses)
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Map & Locations
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285 RIVERSIDE AVENUE SUITE 200 STE 200, WESTPORT, CT 06880
View Map
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1313 N MARKET ST STE 5100, WILMINGTON, DE 19801
View Map
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Financials
Financial Information for Balance Point Capital Advisors, LLC
Form 5500
BALANCE POINT CAPITAL ADVISORS, LLC
285 Riverside Avenue Suite 200, Westport, Ct 06880 (203) 652-8262 EIN:45-2494386 Plan Admin:Amanda Meltzer| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY15 / 21 Assets BOY/EOY$2,557,995 / $3,865,602 | 2023 | BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 15 / 21 | $2,557,995 / $3,865,602 |
| 2022 | Plan NameBALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$3,167,107 / $2,557,995 | 2022 | BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 14 / 15 | $3,167,107 / $2,557,995 |
| 2021 | Plan NameBALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY15 / 14 Assets BOY/EOY$2,450,719 / $3,167,107 | 2021 | BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 15 / 14 | $2,450,719 / $3,167,107 |
| 2020 | Plan NameBALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY15 / 14 Assets BOY/EOY$1,909,364 / $2,450,719 | 2020 | BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 15 / 14 | $1,909,364 / $2,450,719 |
| 2019 | Plan NameBALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$1,822,844 / $1,909,364 | 2019 | BALANCE POINT CAPITAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 12 / 13 | $1,822,844 / $1,909,364 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• Connecticut's Official State Website • U.S. Department of Labor
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