Circle Wealth Management, LLC
Summit, NJ, 07901
- Plans
- 2
- Total participants
- 123
- Filing years
- 2024, 2023, 2022, 2021, 2020
- NAICS
- 523900
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500-SF | 001 | Circle Wealth Management, LLC 401(K) Plan | 19 |
| 2024 | Form 5500-SF | 002 | Circle Wealth Management, LLC Cash Balance Plan | 15 |
| 2023 | Form 5500-SF | 001 | Circle Wealth Management, LLC 401(K) Plan | 20 |
| 2023 | Form 5500-SF | 002 | Circle Wealth Management, LLC Cash Balance Plan | 8 |
| 2022 | Form 5500-SF | 001 | Circle Wealth Management, LLC 401(K) Plan | 13 |
| 2022 | Form 5500-SF | 002 | Circle Wealth Management, LLC Cash Balance Plan | 6 |
| 2021 | Form 5500-SF | 001 | Circle Wealth Management, LLC 401(K) Plan | 14 |
| 2021 | Form 5500-SF | 002 | Circle Wealth Management, LLC Cash Balance Plan | 7 |
| 2020 | Form 5500-SF | 001 | Circle Wealth Management, LLC 401(K) Plan | 15 |
| 2020 | Form 5500-SF | 002 | Circle Wealth Management, LLC Cash Balance Plan | 6 |
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.
Other plan sponsors in New Jersey
'T Klokhuis, INC.
20-0019263Gillette, NJ·1 plan·2024, 2023, 2022, 20211 800 Heaters INC
20-4463685Edison, NJ·1 plan·2024, 2023, 2022, 2021, 20201 Sound INC.
83-2962985Tinton Falls, NJ·2 plans·20241 Trick Pony Limited Liability Corporation
20-1383515Haddonfield, NJ·1 plan·2024, 2023, 2022, 2021, 202010 Athletics LLC
81-1684848Jersey City, NJ·1 plan·2024, 2023, 202210 Huron Condominium Association
13-3384000Jersey City, NJ·1 plan·2024, 2023, 202210 Landing Lane, LLC
22-3586675Roseland, NJ·1 plan·2024, 2023, 2022, 2021, 202010-31, INC.
22-2606751Columbia, NJ·2 plans·2024, 2023, 2022, 2021, 2020