Mai Wealth Management, Inc.
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.
- Registered In
- New Hampshire
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Ohio
- Company Type
- Foreign Profit Corporation
- Status
- Good Standing
- **********@mai.capital
- Phone
- (216) 920-****
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Corporation Service Company
Registered Agent
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10 FERRY ST STE 313, CONCORD, NH 03301
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James D. Kacic
Director
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6050 OAK TREE BLVD STE 500, INDEPENDENCE, OH 44131
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James D. Kacic
Secretary
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6050 OAK TREE BLVD STE 500, INDEPENDENCE, OH 44131
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6050 OAK TREE BLVD STE 500, INDEPENDENCE, OH 44131
View Map
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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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Person/City Match:James D Kacic - Independence, OH
|
Mai Capital Management, LLC
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|
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The following government agencies have contributed data:
New Hampshire Department of State U.S. Department of Labor
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