OpenERISA

Ebms, INC. DBA Hermes Wealth Strategies

Visalia, CA, 93291

EIN 27-3354125
Plans
2
Total participants
39
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Ebms, INC. DBA Hermes Wealth Strategies 401(K) Plan3
2024Form 5500-SF002Ebms, INC. DBA Hermes Wealth Strategies Cash Balance Plan3
2023Form 5500-SF001Ebms, INC. DBA Heremes Wealth Strategies 401(K) Plan4
2023Form 5500002Ebms, INC. DBA Hermes Wealth Strategies Cash Balance Pension Plan4
2022Form 5500-SF001Ebms, INC. DBA Heremes Wealth Strategies 401(K) Plan6
2022Form 5500002Ebms, INC. DBA Hermes Wealth Strategies Cash Balance Pension Plan5
2021Form 5500-SF001Ebms, INC. DBA Heremes Wealth Strategies 401(K) Plan3
2021Form 5500002Ebms, INC. DBA Hermes Wealth Strategies Cash Balance Pension Plan5
2020Form 5500-SF001Ebms, INC. DBA Heremes Wealth Strategies 401(K) Plan3
2020Form 5500002Ebms, INC. DBA Hermes Wealth Strategies Cash Balance Pension 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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