Mai Wealth Management, Inc.

Cleveland, OH

New Hampshire

Registered In

05/31/2017

Incorp. Date

Foreign

Registration Type

Ohio

Foreign Jurisdiction

Company Summary

Mai Wealth Management, Inc. at 6050 Oak Tree Blvd STE 500, Independence, Oh 44131 lists James D. Kacic of Independence, OH as the associate.

Overview

Registered In

New Hampshire

Incorporation Date

05/31/2017

Company Type

Foreign Profit Corporation

Status

Good Standing

Registration Type

Foreign

Foreign Jurisdiction

Ohio

Email

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

Phone

(216) 920-****

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People

Corporation Service Company Registered Agent	10 FERRY ST STE 313, CONCORD, NH 03301
James D. Kacic Director	6050 OAK TREE BLVD STE 500, INDEPENDENCE, OH 44131
James D. Kacic Secretary	6050 OAK TREE BLVD STE 500, INDEPENDENCE, OH 44131

Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history

Map & Locations

6050 OAK TREE BLVD STE 500, 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
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.

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Address Match:6050 Oak Tree Blvd Independence, OH

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Related Business Names:

Mai Wealth Management, Inc. Registered in Ohio	Upper Arlington, OH	View Report
Mai Wealth Management, Inc. Registered in Florida	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 Ste 500 Independence, OH

6 Lopez Lane, LLC Registered in Florida	Independence, OH Cleveland, OH	View Report
Abtj, LLC Registered in Pennsylvania	Independence, OH	View Report
Cbiz Benefits & Insurance Services, Inc. Registered in Vermont	Cleveland, OH Kansas City, MO (1 more)	View Report
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Lcd Enterprises, Inc. Registered in California	Independence, OH Cleveland, OH (1 more)	View Report
Mai Insurance Solutions, LLC Registered in Massachusetts	Independence, OH Cleveland, OH	View Report
Mather 401, Inc. Registered in Connecticut	Independence, OH Cleveland, OH	View Report
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Person/City Match:James D Kacic - Independence, OH

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

View More in Cleveland, OH

Sources

The following government agencies have contributed data:

• New Hampshire Department of State • U.S. Department of Labor