How big is EBMS, Inc. DBA Hermes Wealth Strategies' plan?

EBMS, Inc. DBA Hermes Wealth Strategies' plan reported $2.9M in assets and 3 participants for 2024.

Original filing (PDF)20250923174442NAL0002693331001

EBMS, Inc. DBA Hermes Wealth Strategies

Name: EBMS, Inc. DBA Hermes Wealth Strategies — Form 5500 Plan 002 (2024)
Creator: EBMS, Inc. DBA Hermes Wealth Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EBMS, Inc. DBA Hermes Wealth Strategies Cash Balance Plan

Defined-benefit pension plan · EBMS, Inc. DBA Hermes Wealth Strategies' EBMS, Inc. DBA Hermes Wealth Strategies Cash Balance Plan held $2.9M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Jeremy Commeret signed EBMS, Inc. DBA Hermes Wealth Strategies' 2024 Form 5500 as plan administrator.

Jeremy Commeret — 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

EBMS, Inc. DBA Hermes Wealth Strategies' EIN is 27-3354125.

EIN 27-3354125

Plan number 002

Plan year 2024

ACK ID 20250923174442NAL0002693331001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

EBMS, Inc. DBA Hermes Wealth Strategies' plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score