OpenERISA

Hb Wealth Management LLC

Atlanta, GA, 30326

EIN 87-2119854
Plans
5
Total participants
1,559
Filing years
2024, 2023, 2022, 2021
NAICS
523900
Plan sponsors in GeorgiaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Homrich Berg 401(K) Profit Sharing Plan224
2024Form 5500502Hb Wealth Management, LLC Welfare Benefits Plan218
2023Form 5500001Homrich Berg 401(K) Profit Sharing Plan185
2023Form 5500502Hb Wealth Management, LLC Welfare Benefits Plan184
2022Form 5500001Homrich Berg 401(K) Profit Sharing Plan172
2022Form 5500501Hb Wealth Management, LLC DBA Homrich Berg Medical Dental Vision Plan0
2022Form 5500502Hb Wealth Management, LLC DBA Homrich Berg Life Plan174
2022Form 5500503Hb Wealth Management, LLC DBA Homrich Berg Telemedicine Plan0
2022Form 5500504Hb Wealth Management, LLC DBA Homrich Berg Fsa Plan0
2021Form 5500001Homrich Berg 401(K) Profit Sharing Plan144
2021Form 5500501Hb Wealth Management, LLC DBA Homrich Berg Medical Dental Vision Plan118
2021Form 5500502Hb Wealth Management, LLC DBA Homrich Berg Life Plan140

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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