OpenERISA

Pence Wealth Management, INC.

Newport Beach, CA, 926602158

EIN 01-0648100
Plans
2
Total participants
122
Filing years
2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2023Form 5500001Pence Wealth Management, INC. 401(K) Profit Sharing Plan0
2023Form 5500001Pence Wealth Management, INC. 401(K) Profit Sharing Plan0
2023Form 5500-SF003Pence Wealth Management, INC. Defined Benefit Pension Plan0
2023Form 5500-SF003Pence Wealth Management, INC. Defined Benefit Pension Plan0
2022Form 5500001Pence Wealth Management, INC. 401(K) Profit Sharing Plan22
2022Form 5500-SF003Pence Wealth Management, INC. Defined Benefit Pension Plan20
2021Form 5500001Pence Wealth Management, INC. 401(K) Profit Sharing Plan23
2021Form 5500-SF003Pence Wealth Management, INC. Defined Benefit Pension Plan20
2020Form 5500001Pence Wealth Management, INC. 401(K) Profit Sharing Plan20
2020Form 5500-SF003Pence Wealth Management, INC. Defined Benefit Pension Plan17

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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