MCGERVEY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - 2023

[ EIN: 16-1694786 | Plan No. 002 ]

Form 5500 records indicate that MCGERVEY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - 2023 is a Defined Benefit plan sponsored by MCGERVEY WEALTH MANAGEMENT, LLC. The plan is classified as a Small Plan with 0 participants and assets totaling $0 for the 2022 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

---

Plan Sponsor: MCGERVEY WEALTH MANAGEMENT, LLC

Location: 4001 WHIPPLE AVENUE NW, CANTON, OH 44718

EIN: 161694786

Plan Number: 002

Plan Year: 2022

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 0

Total Assets: $0

---