Retirement Visions LLC
Connecticut
Registered In
06/11/2007
Incorp. Date
Company Summary
Retirement Visions LLC at 433 S Main ST STE 210, West Hartford, Ct 06110 lists Jay L. Gershman and Nancy B. Gershman of West Hartford, CT as the associates.
Overview
Registered In
Connecticut
Incorporation Date
Company Type
Llc
Status
Active
Registration Type
Domestic
Website
Email
********@allset2retire.com
Search Other Resources
People
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Jay Gershman
Registered Agent
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433 S MAIN ST STE 210, WEST HARTFORD, CT 06110
33 CLIFFMORE RD, WEST HARTFORD, CT 06107
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|
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Jay L. Gershman
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433 S MAIN ST STE 210, WEST HARTFORD, CT 06110
33 CLIFFMORE RD, WEST HARTFORD, CT 06107
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|
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Nancy B. Gershman
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33 CLIFFMORE RD, WEST HARTFORD, CT 06107
433 S MAIN ST UNIT 210, WEST HARTFORD, CT 06110
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Map & Locations
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433 S MAIN ST STE 210, WEST HARTFORD, CT 06110
View Map
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Financials
Financial Information for Retirement Visions LLC
Form 5500
RETIREMENT VISIONS, LLC
433 South Main Street, Suite 210, West Hartford, Ct 06110 (860) 899-1280 EIN:45-0565340 Plan Admin:Jay Gershman| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameRETIREMENT VISIONS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,880,589 / $1,689,291 | 2022 | RETIREMENT VISIONS, LLC 401(K) PLAN - Plan #001 | 8 / 8 | $1,880,589 / $1,689,291 |
| 2022 | Plan NameRETIREMENT VISIONS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$375,188 / $493,040 | 2022 | RETIREMENT VISIONS, LLC CASH BALANCE PLAN - Plan #002 | 7 / 7 | $375,188 / $493,040 |
| 2021 | Plan NameRETIREMENT VISIONS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,851,845 / $1,880,589 | 2021 | RETIREMENT VISIONS, LLC 401(K) PLAN - Plan #001 | 9 / 8 | $1,851,845 / $1,880,589 |
| 2021 | Plan NameRETIREMENT VISIONS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$254,284 / $375,188 | 2021 | RETIREMENT VISIONS, LLC CASH BALANCE PLAN - Plan #002 | 7 / 7 | $254,284 / $375,188 |
| 2020 | Plan NameRETIREMENT VISIONS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$1,575,355 / $1,851,845 | 2020 | RETIREMENT VISIONS, LLC 401(K) PLAN - Plan #001 | 8 / 9 | $1,575,355 / $1,851,845 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
RETIREMENT VISIONS LLC
433 S Main ST UNIT 210, West Hartford, Ct 06110-1600| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/12/2020 | Approved$60,000 Forgiven$60,603 LenderTD Bank, National Association Jobs7 | 04/12/2020 | $60,000 | $60,603 | TD Bank, National Association | 7 |
PPP Loans based on Paycheck Protection Program.
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|
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|
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|
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|
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|
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|
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Person/City Match:Jay Gershman - West Hartford, CT
|
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Sources
The following government agencies have contributed data:
• Connecticut's Official State Website • U.S. Department of Labor • U.S. Small Business Administration
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