How big is Chicago Wealth Management, Inc.'s plan?

Chicago Wealth Management, Inc.'s plan reported $2.5M in assets and 5 participants for 2024.

Original filing (PDF)20250512143410NAL0025290368001

Chicago Wealth Management, Inc.

Name: Chicago Wealth Management, Inc. — Chicago Wealth, Form 5500 (2024)
Creator: Chicago Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chicago Wealth Management, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Chicago Wealth Management, Inc.'s Chicago Wealth Management, Inc. 401(k) Profit Sharing Plan held $2.5M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Jeffrey Cribbs signed Chicago Wealth Management, Inc.'s 2024 Form 5500 as plan administrator.

Jeffrey Cribbs — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Chicago Wealth Management, Inc.'s EIN is 20-1255704.

EIN 20-1255704

Plan number 001

Plan year 2024

ACK ID 20250512143410NAL0025290368001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chicago Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chicago Wealth Management, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score