OpenERISA

Milton Wealth Advisors, INC.

Temecula, CA, 92590

EIN 33-0935983
Plans
2
Total participants
32
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
524210
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Milton Wealth Advisors, INC. 401(K) Profit Sharing Plan5
2024Form 5500-SF002Milton Wealth Advisors, INC. Defined Benefit Pension Plan3
2023Form 5500-SF002Milton Wealth Advisors Defined Benefit Pension Plan2
2022Form 5500-SF001Milton Wealth Advisors, INC. 401(K) Profit Sharing Plan5
2022Form 5500-SF002Milton Wealth Advisors Defined Benefit Pension Plan2
2021Form 5500-SF001Milton Wealth Advisors, INC. 401(K) Profit Sharing Plan4
2021Form 5500-SF002Milton Wealth Advisors Defined Benefit Pension Plan3
2020Form 5500-SF001Milton Wealth Advisors, INC. 401(K) Profit Sharing Plan4
2020Form 5500-SF002Milton Wealth Advisors Defined Benefit Pension Plan4

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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