Carnegie Investment Counsel

Ohio
Registered In
09/26/2014
Incorp. Date

Company Summary

Carnegie Investment Counsel in Ohio was registered on 09/26/2014. The status for this business is listed as a.

Registered In
Ohio
Incorporation Date
Registration Type
Domestic
Company Type
Registered Trade Name
Status
A
Find Social Profiles
Search Other Resources
SEC | EDGAR Trellis.Law Recent News
Carnegie Capital Asset Management, Llc Registered Agent
1111 SUPERIOR AVE STE 1000, CLEVELAND, OH 44114

Financial Information for Carnegie Investment Counsel

Form 5500

CARNEGIE INVESTMENT COUNSEL

30300 Chagrin Blvd Suite 101, Pepper Pike, Oh 44124 (216) 367-4106 EIN:26-4766975 Plan Admin:Gary Wagner
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameCARNEGIE CAPITAL ASSET MANAGEMENT LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY54 / 56 Assets BOY/EOY$10,864,133 / $9,665,167 2022 CARNEGIE CAPITAL ASSET MANAGEMENT LLC RETIREMENT TRUST - Plan #001 54 / 56 $10,864,133 / $9,665,167
2021 Plan NameCARNEGIE CAPITAL ASSET MANAGEMENT LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY53 / 54 Assets BOY/EOY$6,379,141 / $10,864,133 2021 CARNEGIE CAPITAL ASSET MANAGEMENT LLC RETIREMENT TRUST - Plan #001 53 / 54 $6,379,141 / $10,864,133
2020 Plan NameCARNEGIE CAPITAL ASSET MANAGEMENT LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY57 / 53 Assets BOY/EOY$4,104,737 / $6,379,141 2020 CARNEGIE CAPITAL ASSET MANAGEMENT LLC RETIREMENT TRUST - Plan #001 57 / 53 $4,104,737 / $6,379,141
2019 Plan NameCARNEGIE CAPITAL ASSET MANAGEMENT LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY53 / 56 Assets BOY/EOY$2,561,891 / $4,104,737 2019 CARNEGIE CAPITAL ASSET MANAGEMENT LLC RETIREMENT TRUST - Plan #001 53 / 56 $2,561,891 / $4,104,737
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
Carnegie Investment Counsel Registered in Pennsylvania
Pepper Pike, OH View Report
Carnegie Investment Counsel, LLC Registered in North Carolina
Charlotte, NC View Report
Carnegie Investment Counsel Registered in Ohio
Cleveland, OH View Report

The following government agencies have contributed data:

Ohio Secretary of State U.S. Department of Labor
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States