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| Company Name: | CONNECTICUT WEALTH MANAGEMENT, LLC |
| Employer identification number (EIN): | 272807213 |
| NAIC Classification: | 523900 |
Additional information about CONNECTICUT WEALTH MANAGEMENT, LLC
| Jurisdiction of Incorporation: | |
| Incorporation Date: | |
| Company Identification Number: |
More information about CONNECTICUT WEALTH MANAGEMENT, LLC
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2012-07-25 | |||||
| Date last seen: 2014-05-22 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2024-07-31 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | CONNECTICUT WEALTH MANAGEMENT, LLC, 401(K) PLAN | 2011-01-01 | 2011-01-01 |
| 002 | CONNECTICUT WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | 2021-01-01 | 2021-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-04-12 | Employer Contributions | $ 323,227 |
| 2023-04-12 | Employee Contributions | $ 323,227 |
| 2022-03-15 | Employer Contributions | $ 342,390 |
| 2022-03-15 | Employee Contributions | $ 342,390 |
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