| Entity Name: | Plan First Wealth LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 09 Dec 2021 |
| Business ALEI: | 2396986 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 500 West Putnam Avenue, Greenwich, CT, 06830, United States |
| Mailing address: | 500 West Putnam Avenue, 400, Greenwich, CT, United States, 06830 |
| ZIP code: | 06830 |
| County: | Fairfield |
| Place of Formation: | DELAWARE |
| E-Mail: | richard@planfirstwealth.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PLAN FIRST WEALTH LLC 401K PLAN | 2023 | 821635002 | 2024-06-04 | PLAN FIRST WEALTH LLC | 4 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-06-04 |
| Name of individual signing | MARTHA KERN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| NATIONAL REGISTERED AGENTS, INC. | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Martha Kern | Officer | 500 West Putnam Avenue, 400, Greenwich, CT, 06830, United States | 2601 SW 8th Dr, Gainesville, FL, 32601-9006, United States |
| Richard Taylor | Officer | 500 W Putnam Ave, 400, Greenwich, CT, 06830, United States | 191 Main St, SOUTHINGTON, CT, 06489, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | Taylor and Taylor Financial Services USA LLC | Plan First Wealth LLC | 2022-01-31 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012322723 | 2024-02-01 | No data | Annual Report | Annual Report | No data |
| BF-0011121136 | 2023-03-03 | No data | Annual Report | Annual Report | No data |
| BF-0010255398 | 2022-03-28 | No data | Annual Report | Annual Report | 2022 |
| BF-0010431978 | 2022-01-31 | No data | Name Change Amendment | Amendment of Foreign Registration Statement | No data |
| BF-0010161350 | 2021-12-09 | No data | Business Registration | Foreign Registration Statement | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
