Form 5500 Search

FAMILY WEALTH GROUP, LLC

EIN 27-4466476LEXINGTON, KY

FAMILY WEALTH GROUP, LLC (EIN 27-4466476) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.1M in plan assets and 56 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
2
Participants
56
Total assets
$1.1M
A FAMILY WEALTH GROUP, LLC employee? See the FAMILY WEALTH GROUP, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 27-4466476

Form 5500 search →
PlanPlan #ParticipantsAssets
FAMILY WEALTH GROUP 401K PLAN00129$1.0M
FAMILY WEALTH GROUP LLC CBS BENEFIT PLAN50127$29K

About this EIN

27-4466476 is the Employer Identification Number (EIN) FAMILY WEALTH GROUP, 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 Kentucky EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

FAMILY WEALTH GROUP, LLC EIN & Form 5500