OpenERISA

Van Winkle Wealth Management Group

Newark, OH, 43055

EIN 14-1888788
Plans
2
Total participants
21
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in OhioFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Van Winkle Wealth Management Group, LLC 401(K) Profit Sharing Plan1
2024Form 5500-SF001Van Winkle Wealth Management Group, LLC 401(K) Profit Sharing Plan2
2024Form 5500-SF002Van Winkle Wealth Management Group, LLC Defined Benefit Plan2
2023Form 5500-SF001Van Winkle Wealth Management Group, LLC 401(K) Profit Sharing Plan2
2023Form 5500-SF002Van Winkle Wealth Management Group, LLC Defined Benefit Plan2
2022Form 5500-SF001Van Winkle Wealth Management Group, LLC 401(K) Profit Sharing Plan2
2022Form 5500-SF002Van Winkle Wealth Management Group, LLC Defined Benefit Plan2
2021Form 5500-SF001Van Winkle Wealth Management Group, LLC 401(K) Profit Sharing Plan2
2021Form 5500-SF002Van Winkle Wealth Management Group, LLC Defined Benefit Plan2
2020Form 5500-SF001Van Winkle Wealth Management Group, LLC 401(K) Profit Sharing Plan2
2020Form 5500-SF002Van Winkle Wealth Management Group, LLC Defined Benefit Plan2

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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