Balanced Wealth Group LLC
Westlake, OH, 44145
- Plans
- 1
- Total participants
- 23
- Filing years
- 2024, 2023, 2022
- NAICS
- 523900
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500 | 001 | Balanced Wealth Group LLC 401(K) Plan | 9 |
| 2023 | Form 5500-SF | 001 | Matthew C. Daugherty 401(K) Plan | 8 |
| 2022 | Form 5500-SF | 001 | Matthew C. Daugherty 401(K) Plan | 6 |
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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