OpenERISA

Capital Wealth Management, LLC

Glastonbury, CT, 06033

EIN 06-1628923
Plans
2
Total participants
57
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF003Capital Wealth Management LLC 401K Profit Sharing Plan & Trust6
2024Form 5500-SF004Capital Wealth Management, LLC Cash Balance Plan6
2023Form 5500-SF003Capital Wealth Management LLC 401K Profit Sharing Plan & Trust6
2023Form 5500-SF004Capital Wealth Management, LLC Cash Balance Plan5
2022Form 5500-SF003Capital Wealth Management LLC 401K Profit Sharing Plan & Trust5
2022Form 5500-SF004Capital Wealth Management, LLC Cash Balance Plan5
2021Form 5500-SF003Capital Wealth Management LLC 401K Profit Sharing Plan & Trust6
2021Form 5500-SF004Capital Wealth Management, LLC Cash Balance Plan6
2020Form 5500-SF003Capital Wealth Management LLC 401K Profit Sharing Plan & Trust6
2020Form 5500-SF004Capital Wealth Management, LLC Cash Balance Plan6

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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