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  2. VM Wealth Planning Solutions, Inc Retirement Plan

Filings through Oct 24, 2026.

VM Wealth Planning Solutions, Inc Retirement Plan

EIN 86-1627233-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$82K assets
Health & Benefits
0
Participants
1
18 MEADOW WOOD DR - SUFFIELD, CT 060781355860-986-4636
Plans on this EIN
1 filing
#001Profit-sharing-$82K - 1 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

VM WEALTH PLANNING SOLUTIONS, INC. RETIREMENT PLAN

Profit-sharing

Assets$82K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001VM WEALTH PLANNING SOLUTIONS, INC. RETIREMENT PLANProfit-sharing$82K12025
  • VM WEALTH PLANNING SOLUTIONS, INC. RETIREMENT PLAN$82K
    #001 · Profit-sharing · 20251
Retirement plans
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