Cm Wealth Advisors LLC

Ohio

Registered In

12/01/1983

Incorp. Date

Company Summary

Cm Wealth Advisors LLC in Ohio lists Douglas J. Smorag as the associate.

Registered In

Ohio

Incorporation Date

12/01/1983

Company Type

Domestic Limited Liability Company

Status

A

Registration Type

Domestic

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1932 Service Corp. Registered Agent	1301 E 9TH ST STE 3500, CLEVELAND, OH 44114
Douglas J. Smorag

Form 5500

2000 Auburn Drive Suite 400, Beachwood, Oh 44122 (216) 831-4105 EIN:34-1410460 Plan Admin:Douglas Smorag

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCM WEALTH ADVISORS LLC PROFIT SHARING AND 401(K) PLAN Plan #001 Participants BOY/EOY23 / 23 Assets BOY/EOY$7,741,410 / $10,010,337	2023	CM WEALTH ADVISORS LLC PROFIT SHARING AND 401(K) PLAN - Plan #001	23 / 23	$7,741,410 / $10,010,337
2022	Plan NameCM WEALTH ADVISORS LLC PROFIT SHARING AND 401(K) PLAN Plan #001 Participants BOY/EOY22 / 22 Assets BOY/EOY$8,901,434 / $7,741,410	2022	CM WEALTH ADVISORS LLC PROFIT SHARING AND 401(K) PLAN - Plan #001	22 / 22	$8,901,434 / $7,741,410
2021	Plan NameCM WEALTH ADVISORS LLC PROFIT SHARING AND 401(K) PLAN Plan #001 Participants BOY/EOY26 / 22 Assets BOY/EOY$8,144,331 / $8,901,434	2021	CM WEALTH ADVISORS LLC PROFIT SHARING AND 401(K) PLAN - Plan #001	26 / 22	$8,144,331 / $8,901,434
2020	Plan NameCM WEALTH ADVISORS LLC PROFIT SHARING & 401K PLAN Plan #001 Participants BOY/EOY27 / 25 Assets BOY/EOY$7,796,134 / $8,144,331	2020	CM WEALTH ADVISORS LLC PROFIT SHARING & 401K PLAN - Plan #001	27 / 25	$7,796,134 / $8,144,331
2019	Plan NameCM WEALTH ADVISORS INC. PROFIT SHARING & 401K PLAN Plan #001 Participants BOY/EOY25 / 26 Assets BOY/EOY$5,835,964 / $7,796,134	2019	CM WEALTH ADVISORS INC. PROFIT SHARING & 401K PLAN - Plan #001	25 / 26	$5,835,964 / $7,796,134

Benefit & Retirement Plans based on Form 5500.

PPP Loans

2000 Auburn Drive, Suite 400, BEACHWOOD, OH 44122-4306

Loan Date	Approved	Forgiven	Lender	Jobs
04/10/2020	Approved$541,023 Forgiven$546,937 LenderThe Huntington National Bank Jobs22	04/10/2020	$541,023	$546,937	The Huntington National Bank	22

PPP Loans based on Paycheck Protection Program.

Person City Match:Cleveland, OH

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