OpenERISA

Moffitt Wealth Management Group, LLC

Salt Lake City, UT, 84121

EIN 20-3662773
Plans
2
Total participants
15
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in UtahFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Moffitt Wealth Management Group, LLC Defined Benefit Plan0
2024Form 5500-SF001Moffitt Wealth Management Group, LLC Defined Benefit Plan0
2024Form 5500-SF002Moffitt Wealth Management Group, LLC 401(K) Plan0
2024Form 5500-SF002Moffitt Wealth Management Group, LLC 401(K) Plan0
2023Form 5500-SF001Moffitt Wealth Management Group, LLC Defined Benefit Plan0
2023Form 5500-SF002Moffitt Wealth Management Group, LLC 401(K) Plan0
2022Form 5500-SF001Moffitt Wealth Management Group, LLC Defined Benefit Plan2
2022Form 5500-SF002Moffitt Wealth Management Group, LLC 401(K) Plan3
2021Form 5500-SF001Moffitt Wealth Management Group, LLC Defined Benefit Plan2
2021Form 5500-SF002Moffitt Wealth Management Group, LLC 401(K) Plan3
2020Form 5500-SF001Moffitt Wealth Management Group, LLC Defined Benefit Plan2
2020Form 5500-SF002Moffitt Wealth Management Group, LLC 401(K) Plan3

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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