Family Wealth Strategies, LLC (EIN 35-2734231) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $371K in plan assets and 14 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Family Wealth Strategies 401(k) Plan | 001 | 7 | $363K |
| Family Wealth Strategies CBS Benefit Plan | 501 | 7 | $8K |
35-2734231 is the Employer Identification Number (EIN) Family Wealth Strategies, 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?
