Original filing (PDF)20230627153147NAL0002449971001

McGervey Wealth Management, LLC

Name: McGervey Wealth Management, LLC — McGervey Wealth, Form 5500 (2022)
Creator: McGervey Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McGervey Wealth Management, LLC Cash Balance Plan - 2023

Defined-benefit pension plan · McGervey Wealth Management, LLC's McGervey Wealth Management, LLC Cash Balance Plan - 2023 filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

McGervey Wealth Management, LLC's EIN is 16-1694786.

EIN 16-1694786

Plan number 002

Plan year 2022

ACK ID 20230627153147NAL0002449971001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for McGervey Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

McGervey Wealth Management, LLC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCGERVEY WEALTH MANAGEMENT, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

MCGERVEY WEALTH MANAGEMENT, LLC

EIN

all filings

Address

4001 WHIPPLE AVENUE NW · SUITE 202 · CANTON, OH · 44718

Phone

(330) 493-9300

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-04-20

Filed

2023-06-27

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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