Mai Wealth Management, Inc.

Cleveland, OH

Florida

Registered In

03/08/2011

Incorp. Date

Foreign

Registration Type

Ohio

Foreign Jurisdiction

Company Summary

Mai Wealth Management, Inc. at 6050 Oak Tree Blvd, Independence, Oh 44131 lists Buoncore Richard J and Kacic James D of Independence, OH as the associates.

Overview

Registered In

Florida

Incorporation Date

03/08/2011

Company Type

Foreign Profit

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Ohio

EIN

27-1099169

Email

************@mai.capital

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People

Corporation Service Company Registered Agent	1201 HAYS ST, TALLAHASSEE, FL 32301
Buoncore Richard J President/Director	6050 OAK TREE BLVD, INDEPENDENCE, OH 44131 (View Past Addresses)
Kacic James D Secretary/Treasurer/Director	6050 OAK TREE BLVD, INDEPENDENCE, OH 44131 (View Past Addresses)

Showing current associates only (3 of 4 total associates). Create a free account to see the full associate history

Map & Locations

6050 OAK TREE BLVD, INDEPENDENCE, OH 44131 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Mai Wealth Management, Inc.

Form 5500

MAI WEALTH MANAGEMENT, INC.

6050 Oak Tree Blvd. Suite 500, Independence, Oh 44131 (216) 920-4911 EIN:27-1099169 Plan Admin:Lesa Evans

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY328 / 421 Assets BOY/EOY$36,799,641 / $35,637,942	2022	MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN - Plan #001	328 / 421	$36,799,641 / $35,637,942
2021	Plan NameMAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY229 / 328 Assets BOY/EOY$28,881,831 / $36,799,641	2021	MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN - Plan #001	229 / 328	$28,881,831 / $36,799,641
2021	Plan NameMAI CAPITAL MANAGEMENT GROUP HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY209 / 0 Assets BOY/EOY$0 / $0	2021	MAI CAPITAL MANAGEMENT GROUP HEALTH AND WELFARE PLAN - Plan #501	209 / 0	$0 / $0
2020	Plan NameMAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY154 / 229 Assets BOY/EOY$23,632,269 / $28,881,831	2020	MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN - Plan #001	154 / 229	$23,632,269 / $28,881,831
2019	Plan NameMAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY114 / 154 Assets BOY/EOY$18,070,159 / $23,632,269	2019	MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN - Plan #001	114 / 154	$18,070,159 / $23,632,269

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:

Mai Wealth Management, Inc. Registered in Ohio	Upper Arlington, OH	View Report
Mai Wealth Management, Inc. Registered in New Hampshire	Independence, OH Cleveland, OH	View Report
Mai Wealth Management, Inc. Registered in Massachusetts	Boston, MA Cleveland, OH	View Report

Address Match:6050 Oak Tree Blvd Independence, OH

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Lovemark, LLC Registered in Vermont	Independence, OH Rupert, VT (1 more)	View Report
Mai Capital Management, LLC Registered in Florida	Independence, OH Cleveland, OH (1 more)	View Report
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Cbiz Medical Management Professionals, Inc. Registered in Kansas	Independence, OH Topeka, KS	View Report
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Cbiz Risk & Advisory Services, LLC Registered in Texas	Dallas, TX Independence, OH	View Report
Norfalco, LLC Registered in Massachusetts	Independence, OH	View Report
Cbiz Property Tax Solutions, Inc. Registered in Texas	Independence, OH	View Report
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Cbiz Accounting, Tax & Advisory of Kansas City, Inc. Registered in Kansas	Independence, OH Topeka, KS	View Report
Cbiz Technologies, Inc. Registered in Kansas	Independence, OH Topeka, KS	View Report
Cbiz Wealth Management, LLC Registered in Kansas	Independence, OH Topeka, KS	View Report
G&C Business Services, Inc. Registered in Kansas	Independence, OH Topeka, KS	View Report
Moore, Tyler & Company, Inc. Registered in Texas	Independence, OH	View Report
Slw Business Services, Inc. Registered in Kansas	Independence, OH Topeka, KS	View Report
Varney Business Services, Inc Registered in Kansas	Independence, OH Topeka, KS	View Report

Person/City Match:Buoncore Richard J - Independence, OH

Mai Capital Management, LLC Registered in New Hampshire	Independence, OH Cleveland, OH		View Report

Person/City Match:Kacic James D - Independence, OH

Mai Insurance Solutions, LLC Registered in Massachusetts	Independence, OH Cleveland, OH		View Report

View More in Cleveland, OH

Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor

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