OpenERISA

Susan Schwarm DBA Winchester Wealth Advisors

Libertyville, IL, 60048

EIN 26-1160395
Plans
2
Total participants
30
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in IllinoisFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Susan Schwarm DBA Winchester Wealth Advisors Cash Balance Plan3
2024Form 5500-SF002Susan Schwarm DBA Winchester Wealth Advisors 401(K) Profit Sharing Plan3
2023Form 5500-SF001Susan Schwarm DBA Winchester Wealth Advisors Cash Balance Plan4
2023Form 5500-SF002Susan Schwarm DBA Winchester Wealth Advisors 401(K) Profit Sharing Plan4
2022Form 5500-SF001Susan Schwarm DBA Winchester Wealth Advisors Cash Balance Plan3
2022Form 5500-SF002Susan Schwarm DBA Winchester Wealth Advisors 401(K) Profit Sharing Plan3
2021Form 5500-SF001Susan Schwarm DBA Winchester Wealth Advisors Cash Balance Plan2
2021Form 5500-SF002Susan Schwarm DBA Winchester Wealth Advisors 401(K) Profit Sharing Plan2
2020Form 5500-SF001Susan Schwarm DBA Winchester Wealth Advisors Cash Balance Plan3
2020Form 5500-SF002Susan Schwarm DBA Winchester Wealth Advisors 401(K) Profit Sharing Plan3

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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