OpenERISA

Impel Wealth Management, LLC

Cuyahoga Falls, OH, 44221

EIN 81-5136026
Plans
3
Total participants
75
Filing years
2024, 2023, 2022
NAICS
523900
Plan sponsors in OhioFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Impel Wealth Management 401K Profit Sharing Plan9
2024Form 5500-SF002Impel Wealth Management Cash Balance Plan8
2024Form 5500-SF501Impel Wealth Management Chamber Benefit Arrangement Plan7
2023Form 5500-SF001Impel Wealth Management 401K Profit Sharing Plan10
2023Form 5500-SF002Impel Wealth Management Cash Balance Plan9
2023Form 5500-SF501Impel Wealth Management Chamber Benefit Arrangement Plan7
2022Form 5500-SF001Impel Wealth Management 401K Profit Sharing Plan10
2022Form 5500-SF002Impel Wealth Management Cash Balance Plan9
2022Form 5500-SF501Impel Wealth Management Chamber Benefit Arrangement 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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