Family Wealth Strategies, LLC
Prospect, KY, 40059
- Plans
- 2
- Total participants
- 50
- Filing years
- 2024, 2023, 2022
- NAICS
- 524290
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500-SF | 001 | Family Wealth Strategies 401K Plan | 7 |
| 2024 | Form 5500-SF | 501 | Family Wealth Strategies Cbs Benefit Plan | 7 |
| 2023 | Form 5500-SF | 001 | Family Wealth Strategies 401K Plan | 7 |
| 2023 | Form 5500-SF | 501 | Family Wealth Strategies Cbs Benefit Plan | 10 |
| 2022 | Form 5500-SF | 001 | Family Wealth Strategies 401K Plan | 7 |
| 2022 | Form 5500-SF | 501 | Family Wealth Strategies Cbs Benefit Plan | 12 |
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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