Family Wealth Group LLC
Lexington, KY, 40509
- Plans
- 2
- Total participants
- 211
- Filing years
- 2024, 2023, 2022, 2021
- NAICS
- 523900
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500-SF | 001 | Family Wealth Group 401K Plan | 29 |
| 2024 | Form 5500-SF | 501 | Family Wealth Group LLC Cbs Benefit Plan | 27 |
| 2023 | Form 5500-SF | 001 | Family Wealth Group 401K Plan | 23 |
| 2023 | Form 5500-SF | 501 | Family Wealth Group LLC Cbs Benefit Plan | 32 |
| 2022 | Form 5500-SF | 001 | Family Wealth Group 401K Plan | 25 |
| 2022 | Form 5500-SF | 501 | Family Wealth Group LLC Cbs Benefit Plan | 35 |
| 2021 | Form 5500-SF | 001 | Family Wealth Group 401K Plan | 17 |
| 2021 | Form 5500-SF | 501 | Family Wealth Group LLC Cbs Benefit Plan | 23 |
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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