Plan First Wealth LLC
Connecticut
Registered In
12/09/2021
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Plan First Wealth LLC at 500 W Putnam Avenue 400, Greenwich, Ct 06830 lists Richard Taylor and Martha Kern of Greenwich, CT as the associates.
Overview
Registered In
Connecticut
Incorporation Date
Company Type
Llc
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Website
Email
*******@planfirstwealth.com
Search Other Resources
People
|
National Registered Agents, Inc.
Registered Agent
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67 BURNSIDE AVE, EAST HARTFORD, CT 06108
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|
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Richard Taylor
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500 W PUTNAM AVE 400, GREENWICH, CT 06830
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Martha Kern
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500 W PUTNAM AVENUE 400, GREENWICH, CT 06830
2601 SW 8TH DR, GAINESVILLE, FL 32601-9006
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Map & Locations
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500 W PUTNAM AVENUE 400, GREENWICH, CT 06830
View Map
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108 LAKELAND AVE, DOVER, DE 19901
View Map
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Financials
Financial Information for Plan First Wealth LLC
Form 5500
PLAN FIRST WEALTH LLC
500 West Putnam Ave STE 400, Greenwich, Ct 06830 (646) 201-4865 EIN:82-1635002 Plan Admin:Martha Kern| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePLAN FIRST WEALTH LLC 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$43,293 / $159,189 | 2023 | PLAN FIRST WEALTH LLC 401K PLAN - Plan #001 | 4 / 4 | $43,293 / $159,189 |
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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