OpenERISA

Pettinelli Financial Partners

Redwood City, CA, 94063

EIN 46-1742746
Plans
2
Total participants
133
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Pettinelli Financial Partners 401(K) Plan13
2024Form 5500-SF002Pettinelli Financial Partners Cash Balance Plan13
2023Form 5500-SF001Pettinelli Financial Partners 401(K) Plan18
2023Form 5500-SF002Pettinelli Financial Partners Cash Balance Plan14
2022Form 5500-SF001Pettinelli Financial Partners 401(K) Plan12
2022Form 5500-SF002Pettinelli Financial Partners Cash Balance Plan9
2021Form 5500-SF001Pettinelli Financial Partners 401(K) Plan13
2021Form 5500-SF002Pettinelli Financial Partners Cash Balance Plan13
2020Form 5500-SF001Pettinelli Financial Partners 401(K) Plan14
2020Form 5500-SF002Pettinelli Financial Partners Cash Balance Plan14

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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