McGervey Wealth Management, LLC (EIN 16-1694786) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $0 in plan assets and 0 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| McGervey Wealth Management, LLC Cash Balance Plan - 2023 | 002 | 0 | $0 |
| McGervey Wealth Management, LLC Employees Savings Trust | 001 | 0 | $0 |
| McGervey Wealth Management, LLC Profit Sharing Plan | 003 | 0 | $0 |
16-1694786 is the Employer Identification Number (EIN) McGervey Wealth Management, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
