OpenERISA

Mccartney Wealth Management

Saint Louis, MO, 63119

EIN 27-3167381
Plans
3
Total participants
28
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541990
Plan sponsors in MissouriProfessional, Scientific & Technical Services

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Mccartney Wealth Management 401K Plan2
2024Form 5500-SF002Mccartney Wealth Management LLC Db Plan2
2024Form 5500-SF501Mccartney Wealth Management LLC Mcf Benefit Plan2
2023Form 5500-SF001Mccartney Wealth Management 401K Plan2
2023Form 5500-SF002Mccartney Wealth Management LLC Db Plan2
2023Form 5500-SF501Mccartney Wealth Management LLC Mcf Benefit Plan2
2022Form 5500-SF001Mccartney Wealth Management 401K Plan2
2022Form 5500-SF501Mccartney Wealth Management LLC Mcf Benefit Plan2
2021Form 5500-SF001Mccartney Wealth Management 401K Plan3
2021Form 5500-SF501Mccartney Wealth Management LLC Mcf Benefit Plan3
2020Form 5500-SF001Mccartney Wealth Management 401K Plan3
2020Form 5500-SF501Mccartney Wealth Management LLC Mcf Benefit 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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