OpenERISA

Wealth Legacy Group INC

San Diego, CA, 92123

EIN 20-8614580
Plans
2
Total participants
22
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
812990
Plan sponsors in CaliforniaOther Services (except Public Administration)

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Wealth Legacy Group INC 401K Profit Sharing Plan & Trust2
2024Form 5500-SF002Wealth Legacy Group INC Cash Balance Plan2
2023Form 5500-SF001Wealth Legacy Group INC 401K Profit Sharing Plan & Trust3
2023Form 5500-SF002Wealth Legacy Group INC Cash Balance Plan2
2022Form 5500-SF001Wealth Legacy Group INC 401K Profit Sharing Plan & Trust3
2022Form 5500-SF002Wealth Legacy Group INC Cash Balance Plan3
2021Form 5500-SF001Wealth Legacy Group INC 401K Profit Sharing Plan & Trust3
2020Form 5500-SF001Wealth Legacy Group INC 401K Profit Sharing Plan & Trust4

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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