FSM Wealth Advisors (EIN 83-2256400) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $2.0M in plan assets and 40 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| FSM Wealth Advisors 401(k) Profit Sharing Plan | 001 | 24 | $2.0M |
| FSM Wealth Advisors LLC SOCA Benefit Plan | 501 | 16 | $7K |
| FSM Wealth Advisors Cash Balance Plan | 002 | 0 | $0 |
83-2256400 is the Employer Identification Number (EIN) FSM Wealth Advisors 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?
