How big is KMG Wealth Management, LLC's plan?

KMG Wealth Management, LLC's plan reported $696K in assets and 7 participants for 2024.

Original filing (PDF)20251013152900NAL0000774755001

KMG Wealth Management, LLC

Name: KMG Wealth Management, LLC — KMG Money Plan, Form 5500 (2024)
Creator: KMG Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KMG Money Plan

401(k) retirement plan · KMG Wealth Management, LLC's KMG Money Plan held $696K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$696K

Net assets (EOY)

$696K

People on this filing

Jim Koliatsis signed KMG Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Jim Koliatsis — 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

KMG Wealth Management, LLC's EIN is 26-0350196.

EIN 26-0350196

Plan number 001

Plan year 2024

ACK ID 20251013152900NAL0000774755001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KMG Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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