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  2. Family Wealth Management Group

Filings through Oct 24, 2026.

Family Wealth Management Group

EIN 58-2504552-insurance-Latest filing 2025
Plans
1
Retirement
1
$342K assets
Health & Benefits
0
Participants
4
81 CROWN MOUNTAIN PL BLDG A # 500 - DAHLONEGA, GA 305331627706-864-8631familywmg.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filing
#001401(k)-$342K - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

FAMILY WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$342K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001FAMILY WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST401(k)$342K42025
  • FAMILY WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST$342K
    #001 · 401(k) · 20254
Retirement plans
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