[ EIN: 01-0377968 | Plan No. 002 ]
Form 5500 filing classifies MEANS WEALTH MANAGEMENT CASH BALANCE PLAN as a Defined Benefit plan, sponsored by MEANS INVESTMENT COMPANY, INC. DBA MEANS WEALTH MANAGEMENT. The plan is a Small Plan with 19 participants and total assets of $783,460 reported for the 2024 plan year.
Plan Sponsor: MEANS INVESTMENT COMPANY, INC. DBA MEANS WEALTH MANAGEMENT
Location: 802 STILLWATER AVENUE, BANGOR, ME 04401
EIN: 010377968
Plan Number: 002
Plan Year: 2024
Plan Size: Small Plan
Plan Entity Type: Defined Benefit
Plan Type: Defined Benefit
Participants: 19
Total Assets: $783,460
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