OpenERISA

Destiny Wealth Partners, LLC.

Tavares, FL, 32778

EIN 46-1340579
Plans
3
Total participants
191
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in FloridaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Destiny Wealth Partners LLC 401(K) Profit Sharing Plan & Trust21
2024Form 5500-SF002Destiny Wealth Partners, LLC. Defined Benefit Pension Plan7
2024Form 5500-SF003Destiny Wealth Partners, LLC Profit Sharing Plan21
2023Form 5500001Destiny Wealth Partners LLC 401(K) Profit Sharing Plan & Trust23
2023Form 5500-SF002Destiny Wealth Partners, LLC. Defined Benefit Pension Plan6
2023Form 5500-SF003Destiny Wealth Partners, LLC Profit Sharing Plan19
2022Form 5500001Destiny Wealth Partners LLC 401(K) Profit Sharing Plan & Trust19
2022Form 5500-SF002Destiny Wealth Partners, LLC. Defined Benefit Pension Plan8
2022Form 5500-SF003Destiny Wealth Partners, LLC Profit Sharing Plan12
2021Form 5500001Destiny Wealth Partners LLC 401(K) Profit Sharing Plan & Trust17
2021Form 5500-SF002Destiny Wealth Partners, LLC. Defined Benefit Pension Plan5
2021Form 5500-SF003Destiny Wealth Partners, LLC Profit Sharing Plan16
2020Form 5500-SF001Ruggie Capital Group INC 401(K) Profit Sharing Plan & Trust17

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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