OpenERISA

Nicholson Wealth Management Group, L.L.C.

Charleston, SC, 29401

EIN 82-3146189
Plans
2
Total participants
36
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in South CarolinaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Nicholson Wealth Management Group, L.L.C. Cash Balance Plan3
2024Form 5500-SF002Nicholson Wealth Management Group, LLC 401(K) Plan3
2023Form 5500-SF001Nicholson Wealth Management Group, L.L.C. Cash Balance Plan4
2023Form 5500-SF002Nicholson Wealth Management Group, LLC 401(K) Plan4
2022Form 5500-SF001Nicholson Wealth Management Group, LLC Cash Balance Plan3
2022Form 5500-SF002Nicholson Wealth Management Group, LLC 401(K) Plan4
2021Form 5500-SF001Nicholson Wealth Management Group, LLC Cash Balance Plan4
2021Form 5500-SF002Nicholson Wealth Management Group, LLC 401(K) Plan3
2020Form 5500-SF001Nicholson Wealth Management Group, L.L.C. Cash Balance Plan4
2020Form 5500-SF002Nicholson Wealth Management Group, L.L.C. 401(K) Plan4

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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