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Henney Wealth Management, INC. Profit Sharing Plan

Laguna Niguel, CA, 926777405

EIN 27-3129399
Plans
3
Total participants
22
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500001Henney Wealth Management, INC. Money Purchase Plan2
2025Form 5500002Henney Wealth Management, INC. Profit Sharing Plan2
2024Form 5500001Henney Wealth Management, INC. Money Purchase Plan2
2024Form 5500002Henney Wealth Management, INC. Profit Sharing Plan2
2023Form 5500001Henney Wealth Management, INC. Money Purchase Plan2
2023Form 5500002Henney Wealth Management, INC. Profit Sharing Plan2
2022Form 5500001Henney Wealth Management, INC. Money Purchase Plan2
2022Form 5500002Henney Wealth Management, INC. Profit Sharing Plan2
2021Form 5500001Henney Wealth Management, INC. Money Purchase Plan2
2021Form 5500002Henney Wealth Management, INC. Profit Sharing Plan2
2021Form 5500003Henney Wealth Management, INC. Money Purchase Plan2
2020Form 5500001Henney Wealth Management INC Money Purchase Plan—
2020Form 5500002Henney Wealth Management INC Profit Sharing Plan—

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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