# Vm Wealth Planning Solutions, INC Retirement Plan DC Plan
Source: https://planprovider.pro/companies/vm-wealth-planning-solutions-ind-retirement-plan-plan

> Vm Wealth Planning Solutions, INC Retirement Plan's DC plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vm Wealth Planning Solutions, INC Retirement Plan

- **Sponsor EIN:** 861627233

- **Sponsor Address:** 18 MEADOW WOOD DR, SUFFIELD, CT, 060781355

- **Plan Type:** DC

- **Total Participants:** 1

- **Total Assets:** $83,796

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1|$83,796|$0|$0|

| 2023|1|$84,338|$0|$0|

| 2022|1|$87,400|$0|$0|

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