Impel Wealth Management, LLC (EIN 81-5136026) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $1.3M in plan assets and 24 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Impel Wealth Management 401(k) Profit Sharing Plan | 001 | 9 | $916K |
| Impel Wealth Management Cash Balance Plan | 002 | 8 | $344K |
| Impel Wealth Management Chamber Benefit Arrangement Plan | 501 | 7 | $4K |
81-5136026 is the Employer Identification Number (EIN) Impel 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?
