OpenERISA

W.E.A.L.T.H. Professionals, L.L.C.

Payson, AZ, 85541

EIN 20-4862599
Plans
2
Total participants
4
Filing years
2021, 2020
NAICS
523900
Plan sponsors in ArizonaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2021Form 5500-SF001W.E.A.L.T.H. Professionals, L.L.C. Profit Sharing Plan0
2021Form 5500-SF002W.E.A.L.T.H. Professionals, L.L.C. Cash Balance Plan0
2020Form 5500-SF001W.E.A.L.T.H. Professionals, L.L.C. Profit Sharing Plan2
2020Form 5500-SF002W.E.A.L.T.H. Professionals, L.L.C. Cash Balance Plan2

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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