Civic Intelligence

VM Wealth Planning Solutions Inc Retirement Plan

Plan context: VM Wealth Planning Solutions Inc. Retirement Plan

EIN 86-1627233 • Suffield, CT • 4 filings • 1 plans

18 Meadow Wood DrSuffield, CT 06078-1355
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$83,796

2024 Contributions

$100,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$89,794$44,897$0202120232024YearValue
$83,796Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

110202120232024YearValue
1Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202411$83,796$0-
VM Wealth Planning Solutions Inc. Retirement Plan-1$83,796--
202311$84,338$0-
VM Wealth Planning Solutions Inc. Retirement Plan-1$84,338--
202211$87,400$0-
VM Wealth Planning Solutions Inc. Retirement Plan-1$87,400--
202111$89,794$100,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
VM Wealth Planning Solutions Inc. Retirement Plan-1$89,794$100,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.