Connecticut Wealth Management, LLC
Massachusetts
Registered In
04/06/2023
Incorp. Date
Foreign
Registration Type
Connecticut
Foreign Jurisdiction
Company Summary
Connecticut Wealth Management, LLC at 281 Farmington Ave, Farmington, Ct 06032 lists Kevin C. Leahy and Michael A. Tedone of Farmington, CT as the associates.
- Registered In
- Massachusetts
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Connecticut
- Company Type
- Foreign Limited Liability Company (Llc)
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Corporation Service Company
Registered Agent
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84 STATE ST, BOSTON, MA 02109
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Kevin C. Leahy
Manager
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281 FARMINGTON AVE, FARMINGTON, CT 06032
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Kevin C. Leahy
REAL PROPERTY
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281 FARMINGTON AVE, FARMINGTON, CT 06032
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Michael A. Tedone
REAL PROPERTY
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281 FARMINGTON AVE, FARMINGTON, CT 06032
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281 FARMINGTON AVE, FARMINGTON, CT 06032
View Map
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Financial Information for Connecticut Wealth Management, LLC
Form 5500
CONNECTICUT WEALTH MANAGEMENT, LLC
281 Farmington Ave., Farmington, Ct 06032 (860) 470-0290 EIN:27-2807213 Plan Admin:Michael Tedone| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY61 / 73 Assets BOY/EOY$7,033,368 / $10,076,893 | 2023 | CONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 61 / 73 | $7,033,368 / $10,076,893 |
| 2023 | Plan NameCONNECTICUT WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY47 / 51 Assets BOY/EOY$637,584 / $1,130,434 | 2023 | CONNECTICUT WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002 | 47 / 51 | $637,584 / $1,130,434 |
| 2022 | Plan NameCONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY51 / 61 Assets BOY/EOY$7,250,277 / $7,033,368 | 2022 | CONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 51 / 61 | $7,250,277 / $7,033,368 |
| 2022 | Plan NameCONNECTICUT WEALTH MANAGEMENT, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY32 / 31 Assets BOY/EOY$342,390 / $637,584 | 2022 | CONNECTICUT WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - Plan #002 | 32 / 31 | $342,390 / $637,584 |
| 2021 | Plan NameCONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY41 / 51 Assets BOY/EOY$5,523,673 / $7,250,277 | 2021 | CONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 41 / 51 | $5,523,673 / $7,250,277 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CONNECTICUT WEALTH MANAGEMENT, LLC
281 Farmington Ave, Farmington, Ct 06032-1942 Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$525,100 Forgiven$530,161 LenderLiberty Bank Jobs23 | 04/11/2020 | $525,100 | $530,161 | Liberty Bank | 23 |
PPP Loans based on Paycheck Protection Program.
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|
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|
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|
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Person/City Match:Kevin C Leahy - Farmington, CT
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|
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|
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The following government agencies have contributed data:
Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration
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