OpenERISA

Verdi Wealth Management, INC.

Boise, ID, 83706

EIN 20-1057651
Plans
1
Total participants
26
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523120
Plan sponsors in IdahoFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Verdi Wealth Management, INC. 401(K) Profit Sharing Plan5
2023Form 5500-SF001Verdi Wealth Management, INC. 401(K) Profit Sharing Plan5
2022Form 5500001Verdi Wealth Planning, INC. 401(K) Profit Sharing Plan5
2021Form 5500001Verdi Wealth Planning, INC. 401(K) Profit Sharing Plan5
2020Form 5500001Verdi Wealth Planning, INC. 401(K) Profit Sharing 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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