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RETIREMENT VISIONS LLC

Company Details

Entity Name: RETIREMENT VISIONS LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 11 Jun 2007 (Companies founded in June 2007)
Business ALEI: 0902353
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 433 SOUTH MAIN ST, WEST HARTFORD, CT, 06110, United States
Mailing address: 433 SOUTH MAIN ST, STE 210, WEST HARTFORD, CT, United States, 06110
ZIP code: 06110 (Companies in Hartford, 06110)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: courtney@allset2retire.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RETIREMENT VISIONS, LLC CASH BALANCE PLAN 2023 450565340 2024-10-11 RETIREMENT VISIONS, LLC 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8608991280
Plan sponsor’s address 433 SOUTH MAIN STREET, SUITE 210, WEST HARTFORD, CT, 06110

Signature of
Role Plan administrator
Date 2024-10-11
Name of individual signing JAY GERSHMAN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT VISIONS, LLC 401(K) PLAN 2023 450565340 2024-10-11 RETIREMENT VISIONS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8608991280
Plan sponsor’s address 433 SOUTH MAIN STREET, SUITE 210, WEST HARTFORD, CT, 06110

Signature of
Role Plan administrator
Date 2024-10-11
Name of individual signing JAY GERSHMAN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT VISIONS, LLC 401(K) PLAN 2022 450565340 2023-10-02 RETIREMENT VISIONS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8608991280
Plan sponsor’s address 433 SOUTH MAIN STREET, SUITE 210, WEST HARTFORD, CT, 06110

Signature of
Role Plan administrator
Date 2023-10-02
Name of individual signing JAY GERSHMAN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT VISIONS, LLC CASH BALANCE PLAN 2022 450565340 2023-10-02 RETIREMENT VISIONS, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8608991280
Plan sponsor’s address 433 SOUTH MAIN STREET, SUITE 210, WEST HARTFORD, CT, 06110

Signature of
Role Plan administrator
Date 2023-10-02
Name of individual signing JAY GERSHMAN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT VISIONS, LLC 401(K) PLAN 2021 450565340 2022-07-18 RETIREMENT VISIONS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8608991280
Plan sponsor’s address 433 SOUTH MAIN STREET, SUITE 210, WEST HARTFORD, CT, 06110

Signature of
Role Plan administrator
Date 2022-07-15
Name of individual signing JAY GERSHMAN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT VISIONS, LLC CASH BALANCE PLAN 2021 450565340 2022-07-18 RETIREMENT VISIONS, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8608991280
Plan sponsor’s address 433 SOUTH MAIN STREET, SUITE 210, WEST HARTFORD, CT, 06110

Signature of
Role Plan administrator
Date 2022-07-15
Name of individual signing JAY L GERSHMAN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT VISIONS, LLC 401(K) PLAN 2020 450565340 2021-10-04 RETIREMENT VISIONS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8608991280
Plan sponsor’s address 433 SOUTH MAIN STREET, SUITE 210, WEST HARTFORD, CT, 06110

Signature of
Role Plan administrator
Date 2021-10-04
Name of individual signing JAY GERSHMAN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT VISIONS, LLC CASH BALANCE PLAN 2020 450565340 2021-10-04 RETIREMENT VISIONS, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8608991280
Plan sponsor’s address 433 SOUTH MAIN STREET, SUITE 210, WEST HARTFORD, CT, 06110

Signature of
Role Plan administrator
Date 2021-10-04
Name of individual signing JAY GERSHMAN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT VISIONS, LLC 401(K) PLAN 2019 450565340 2020-09-14 RETIREMENT VISIONS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 8608991280
Plan sponsor’s address 433 SOUTH MAIN STREET, SUITE 210, WEST HARTFORD, CT, 06110

Signature of
Role Plan administrator
Date 2020-09-14
Name of individual signing JAY GERSHMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-14
Name of individual signing JAY GERSHMAN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT VISIONS, LLC CASH BALANCE PLAN 2019 450565340 2020-09-16 RETIREMENT VISIONS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8608991280
Plan sponsor’s address 433 SOUTH MAIN STREET, SUITE 210, WEST HARTFORD, CT, 06110

Signature of
Role Plan administrator
Date 2020-09-16
Name of individual signing JAY GERSHMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-16
Name of individual signing JAY GERSHMAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JAY Gershman Agent 433 SOUTH MAIN ST, STE 210, WEST HARTFORD, CT, 06110, United States 433 SOUTH MAIN ST, STE 210, WEST HARTFORD, CT, 06110, United States +1 860-899-1280 jay@allset2retire.com 33 CLIFFMORE RD, WEST HARTFORD, CT, 06107, United States

Officer

Name Role Business address Residence address
JAY L. GERSHMAN Officer 433 SOUTH MAIN ST, STE 210, WEST HARTFORD, CT, 06110, United States 33 CLIFFMORE RD, WEST HARTFORD, CT, 06107, United States
NANCY B. GERSHMAN Officer 433 SOUTH MAIN ST, UNIT 210, WEST HARTFORD, CT, 06110, United States 33 CLIFFMORE RD, WEST HARTFORD, CT, 06107, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012150943 2024-01-31 No data Annual Report Annual Report No data
BF-0011282632 2023-02-03 No data Annual Report Annual Report No data
BF-0010275984 2022-03-22 No data Annual Report Annual Report 2022
0007163814 2021-02-16 No data Annual Report Annual Report 2021
0006829185 2020-03-12 No data Annual Report Annual Report 2020
0006425365 2019-03-05 No data Annual Report Annual Report 2019
0006295022 2018-12-18 No data Annual Report Annual Report 2018
0005875452 2017-06-27 No data Annual Report Annual Report 2017
0005875450 2017-06-27 No data Annual Report Annual Report 2015
0005875451 2017-06-27 No data Annual Report Annual Report 2016

Related by officers

JAY L. GERSHMAN

SOUND ADVISORS, LLC

Related by address

433 SOUTH MAIN ST, WEST HARTFORD, CT, 06110, United States

INVESTORS SERVICES OF HARTFORD, INC. DSGH LLC SBH LLC FUCHS FINANCIAL, LLC SIMONS SHEM CREEK V LLC Port Eastside LLC

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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