OpenERISA

Callesen Wealth Management, INC.

Manistee, MI, 49660

EIN 38-3673443
Plans
1
Total participants
40
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Callesen Wealth Management, INC. 401(K) Plan8
2023Form 5500-SF001Callesen Wealth Management, INC. 401(K) Plan8
2022Form 5500-SF001Callesen Wealth Management, INC. 401(K) Plan8
2021Form 5500-SF001Callesen Wealth Management, INC. 401(K) Plan9
2020Form 5500-SF001Callesen Wealth Management, INC. 401(K) Plan7

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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