Libertas Wealth Management Group, Inc. (EIN 20-2766535) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $694K in plan assets and 8 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Libertas Wealth Management Group, Inc. 401(k) Profit Sharing Plan | 001 | 5 | $686K |
| Libertas Wealth Management SOCA Benefit Plan | 501 | 3 | $8K |
20-2766535 is the Employer Identification Number (EIN) Libertas Wealth Management Group, Inc. 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?
