OpenERISA

Insight Wealth Partners, LLC

Plano, TX, 75023

EIN 27-2626130
Plans
1
Total participants
52
Filing years
2024, 2023, 2022, 2021
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Insight Wealth Partners, LLC Retirement Savings Plan16
2023Form 5500001Insight Wealth Partners, LLC Retirement Savings Plan14
2022Form 5500001Insight Wealth Partners, LLC Retirement Savings Plan12
2021Form 5500001Insight Wealth Partners, LLC Retirement Savings Plan10

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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