OpenERISA

Sullivan & Schlieman Wealth Management, LLC

Alpharetta, GA, 30022

EIN 26-2774503
Plans
3
Total participants
95
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in GeorgiaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF003Sullivan & Schlieman Wealth Management 401(K) Plan12
2024Form 5500-SF001Sullivan And Schlieman Wealth Management 401(K) Plan0
2024Form 5500-SF002Sullivan & Schlieman Wealth Management Cash Balance Plan9
2024Form 5500-SF003Sullivan & Schlieman Wealth Management 401(K) Plan10
2023Form 5500-SF002Sullivan & Schlieman Wealth Management Cash Balance Plan8
2023Form 5500-SF003Sullivan & Schlieman Wealth Management 401(K) Plan9
2022Form 5500-SF002Sullivan & Schlieman Wealth Management Cash Balance Plan9
2022Form 5500-SF003Sullivan & Schlieman Wealth Management 401(K) Plan10
2021Form 5500-SF002Sullivan & Schlieman Wealth Management Cash Balance Plan5
2021Form 5500-SF003Sullivan & Schlieman Wealth Management 401(K) Plan10
2020Form 5500-SF002Sullivan & Schlieman Wealth Management Cash Balance Plan7
2020Form 5500-SF003Sullivan & Schlieman Wealth Management 401(K) Plan6

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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