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Wells Trecaso Financial Group

Akron, OH, 44333

EIN 82-3327138
Plans
3
Total participants
62
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523110
Plan sponsors in OhioFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF002Wells Trecaso Financial Group Cash Balance Plan0
2024Form 5500-SF001Wells Trecaso Financial Group 401(K) Plan5
2024Form 5500-SF002Wells Trecaso Financial Group Cash Balance Plan3
2024Form 5500-SF501Wells Trecaso Financial Chamber Benefit Arrangement Plan6
2023Form 5500-SF001Wells Trecaso Financial Group 401(K) Plan6
2023Form 5500-SF002Wells Trecaso Financial Group Cash Balance Plan3
2023Form 5500-SF501Wells Trecaso Financial Chamber Benefit Arrangement Plan6
2023Form 5500-SF501Wells Trecaso Financial Chamber Benefit Arrangement Plan7
2022Form 5500-SF001Wells Trecaso Financial Group 401(K) Plan7
2022Form 5500-SF002Wells Trecaso Financial Group Cash Balance Plan3
2021Form 5500-SF001Wells Trecaso Financial Group 401(K) Plan5
2021Form 5500-SF002Wells Trecaso Financial Group Cash Balance Plan3
2020Form 5500-SF001Wells Trecaso Financial Group 401(K) Plan5
2020Form 5500-SF002Wells Trecaso Financial Group Cash Balance Plan3

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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