Original filing (PDF)20250422073151NAL0002677235002

CENTER FOR WEALTH MANAGEMENT, LLC

Name: CENTER FOR WEALTH MANAGEMENT, LLC — CENTER FOR WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CENTER FOR WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

CENTER FOR WEALTH MANAGEMENT, LLC 401K PROFIT SHARING PLAN 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTER FOR WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

CENTER FOR WEALTH MANAGEMENT, LLC

EIN

46-5338626

Address

P.O. BOX 778 · AMELIA, OH · 45102

Phone

(513) 407-5430

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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