Raymond Wealth Management, LLC
Connecticut
Registered In
07/24/2015
Incorp. Date
Company Summary
Raymond Wealth Management, LLC at 360 N Main ST STE 4, Southington, Ct 06489 lists Paul Raymond of Southington, CT as the associate.
Overview
Registered In
Connecticut
Incorporation Date
Company Type
Llc
Status
Active
Registration Type
Domestic
Website
Email
****@raymondwealthmanagement.net
Search Other Resources
People
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Paul Raymond
Registered Agent
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89 BURNING TREE DR, SOUTHINGTON, CT 06489
360 N MAIN ST STE 4, SOUTHINGTON, CT 06489
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Paul Raymond
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360 N MAIN ST STE 4, SOUTHINGTON, CT 06489
89 BURNING TREE DR, SOUTHINGTON, CT 06489
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Map & Locations
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360 N MAIN ST STE 4, SOUTHINGTON, CT 06489
View Map
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Financials
Financial Information for Raymond Wealth Management, LLC
Form 5500
RAYMOND WEALTH MANAGEMENT LLC
360 N Main ST STE 4, Southington, Ct 06489 (203) 271-9220 EIN:47-4834358 Plan Admin:Paul Raymond| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameRAYMOND WEALTH MANAGEMENT LLC 401K PLAN Plan #001 Participants BOY/EOY6 / 3 Assets BOY/EOY$71,869 / $91,487 | 2022 | RAYMOND WEALTH MANAGEMENT LLC 401K PLAN - Plan #001 | 6 / 3 | $71,869 / $91,487 |
| 2021 | Plan NameRAYMOND WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$24,374 / $71,869 | 2021 | RAYMOND WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 5 / 6 | $24,374 / $71,869 |
| 2020 | Plan NameRAYMOND WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$0 / $24,374 | 2020 | RAYMOND WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 5 | $0 / $24,374 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
RAYMOND WEALTH MANAGEMENT, LLC
360 N Main St, Southington, CT 06489 Ethnicity:Not Hispanic or Latino Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/12/2020 | Approved$30,500 Forgiven$30,675 LenderLive Oak Banking Company Jobs5 | 04/12/2020 | $30,500 | $30,675 | Live Oak Banking Company | 5 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
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Raymond Wealth Management, LLC
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Address Match:360 N Main St Southington, CT
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|
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|
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Take5, LLC
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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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