OpenERISA

Odyssey Personal Financial Advisors LLC

Roswell, GA, 300761480

EIN 20-4983478
Plans
3
Total participants
79
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in GeorgiaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Odyssey Personal Financial Advisors 401-K Profit Sharing Plan6
2024Form 5500-SF002Odyssey Personal Financial Advisors Cash Balance Plan6
2023Form 5500-SF001Odyssey Personal Financial Advisors 401-K Profit Sharing Plan6
2023Form 5500-SF002Odyssey Personal Financial Advisors Cash Balance Plan6
2023Form 5500-SF501Odyssey Personal Financial Advisors,LLC Gcf Benefit Plan3
2023Form 5500-SF501Odyssey Personal Financial Advisors,LLC Gcf Benefit Plan4
2022Form 5500-SF001Odyssey Personal Financial Advisors 401-K Profit Sharing Plan7
2022Form 5500-SF002Odyssey Personal Financial Advisors Cash Balance Plan7
2022Form 5500-SF501Odyssey Personal Financial Advisors,LLC Gcf Benefit Plan4
2021Form 5500-SF001Odyssey Personal Financial Advisors 401-K Profit Sharing Plan7
2021Form 5500-SF002Odyssey Personal Financial Advisors Cash Balance Plan7
2021Form 5500-SF501Odyssey Personal Financial Advisors,LLC Gcf Benefit Plan5
2020Form 5500-SF001Odyssey Personal Financial Advisors 401-K Profit Sharing Plan6
2020Form 5500-SF501Odyssey Personal Financial Advisors,LLC Gcf Benefit Plan5

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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