OpenERISA

Monterey Financial Services, LLC

Oceanside, CA, 92056

EIN 33-0369207
Plans
2
Total participants
855
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
525990
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Monterey Financial Services, LLC Profit Sharing Plan And Trust85
2024Form 5500-SF003Monterey Financial Services, LLC 401(K) Plan And Trust90
2023Form 5500001Monterey Financial Services, LLC Profit Sharing Plan And Trust87
2023Form 5500003Monterey Financial Services, LLC 401(K) Plan And Trust90
2022Form 5500001Monterey Financial Services, LLC Profit Sharing Plan And Trust85
2022Form 5500003Monterey Financial Services, LLC 401(K) Plan And Trust84
2021Form 5500001Monterey Financial Services, LLC Profit Sharing Plan And Trust72
2021Form 5500003Monterey Financial Services, LLC 401(K) Plan And Trust87
2020Form 5500001Monterey Financial Services, LLC Profit Sharing Plan And Trust78
2020Form 5500003Monterey Financial Services, LLC 401(K) Plan And Trust97

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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