OpenERISA

Fsm Wealth Advisors

Cleveland, OH, 44122

EIN 83-2256400
Plans
3
Total participants
151
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in OhioFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Fsm Wealth Advisors 401K Profit Sharing Plan21
2024Form 5500-SF002Fsm Wealth Advisors Cash Balance Plan0
2024Form 5500-SF501Fsm Wealth Advisors LLC Soca Benefit Plan16
2023Form 5500-SF001Fsm Wealth Advisors 401K Profit Sharing Plan18
2023Form 5500-SF002Fsm Wealth Advisors Cash Balance Plan16
2023Form 5500-SF501Fsm Wealth Advisors LLC Soca Benefit Plan12
2022Form 5500-SF001Fsm Wealth Advisors 401K Profit Sharing Plan15
2022Form 5500-SF002Fsm Wealth Advisors Cash Balance Plan13
2022Form 5500-SF501Fsm Wealth Advisors LLC Soca Benefit Plan12
2021Form 5500-SF001Fsm Wealth Advisors 401K Profit Sharing Plan9
2021Form 5500-SF002Fsm Wealth Advisors Cash Balance Plan7
2021Form 5500-SF501Fsm Wealth Advisors LLC Soca Benefit Plan5
2020Form 5500-SF001Fsm Wealth Advisors 401K Profit Sharing Plan7

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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