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Madison Financial Advisors, Ltd. DBA Madison Wealth Management

Cincinnati, OH, 45236

EIN 31-1725548
Plans
2
Total participants
127
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in OhioFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Madison Wealth Management 401(K) Profit Sharing Plan0
2024Form 5500-SF501Madison Wealth Management Soca Benefit Plan0
2023Form 5500-SF001Madison Wealth Management 401(K) Profit Sharing Plan29
2023Form 5500-SF501Madison Wealth Management Soca Benefit Plan15
2022Form 5500-SF001Madison Wealth Management 401(K) Profit Sharing Plan25
2022Form 5500-SF501Madison Wealth Management Soca Benefit Plan12
2021Form 5500-SF001Madison Wealth Management 401(K) Profit Sharing Plan24
2020Form 5500001Madison Wealth Management Ltd. 401K Profit Sharing Plan22

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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