9258 Wealth Management, LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, 9258 Wealth Management, LLC is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $69,453 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $69,453
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $69,453
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Friendship Bancorp, Inc. | IN | 1 | $22,937 |
| Basco Manufacturing Company | OH | 1 | $16,623 |
| Jungle Jim'S Market, Inc. | OH | 1 | $15,455 |
| Kaivac, Inc | OH | 1 | $14,438 |
State footprint
Plans reporting 9258 Wealth Management, LLC are sponsored in OH (3), IN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Friendship Bancorp, Inc. | Friendship Bancorp 401(K) Plan | 2023 | $22,937 | not reported in the loaded dataset |
| Basco Manufacturing Company | Basco Manufacturing Company 401(K) Profit Sharing Plan | 2023 | $16,623 | not reported in the loaded dataset |
| Jungle Jim'S Market, Inc. | Jungle Jim'S Savings Plan | 2023 | $15,455 | not reported in the loaded dataset |
| Kaivac, Inc | Kaivac, Inc. 401(K) Plan | 2023 | $14,438 | not reported in the loaded dataset |
Related Form 5500 pages
- Friendship Bancorp 401(K) Plan (plan 001)
- Friendship Bancorp, Inc. — all reported plans
- Basco Manufacturing Company 401(K) Profit Sharing Plan (plan 001)
- Basco Manufacturing Company — all reported plans
- Jungle Jim'S Savings Plan (plan 004)
- Jungle Jim'S Market, Inc. — all reported plans
- Kaivac, Inc. 401(K) Plan (plan 001)
- Kaivac, Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources