OpenERISA

Wealthguard Advisors, INC.

Placerville, CA, 95667

EIN 27-3328265
Plans
2
Total participants
51
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF002Wealthguard Advisors, INC. 401(K) Profit Sharing Plan & Trust5
2025Form 5500-SF003Wealthguard Advisors, INC. Defined Benefit Plan5
2024Form 5500-SF002Wealthguard Advisors, INC. 401(K) Profit Sharing Plan & Trust5
2024Form 5500-SF003Wealthguard Advisors, INC. Defined Benefit Plan5
2023Form 5500-SF002Wealthguard Advisors, INC. 401(K) Profit Sharing Plan & Trust4
2023Form 5500-SF003Wealthguard Advisors, INC. Defined Benefit Plan4
2022Form 5500-SF002Wealthguard Advisors, INC. 401(K) Profit Sharing Plan & Trust5
2022Form 5500-SF003Wealthguard Advisors, INC. Defined Benefit Plan4
2021Form 5500-SF002Wealthguard Advisors, INC. 401(K) Profit Sharing Plan & Trust4
2021Form 5500-SF003Wealthguard Advisors, INC. Defined Benefit Plan3
2020Form 5500-SF002Wealthguard Advisors, INC. 401(K) Profit Sharing Plan & Trust4
2020Form 5500-SF003Wealthguard Advisors, INC. Defined Benefit Plan3

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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