OpenERISA

Boston Wealth Strategies, INC.

Needham, MA, 02494

EIN 46-3096479
Plans
2
Total participants
81
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523110
Plan sponsors in MassachusettsFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Boston Wealth Strategies, INC. 401(K) Profit Sharing Plan15
2024Form 5500-SF002Boston Wealth Strategies, INC. Cash Balance Pension Plan0
2023Form 5500-SF001Boston Wealth Strategies, INC. 401(K) Profit Sharing Plan15
2023Form 5500-SF002Boston Wealth Strategies, INC. Cash Balance Pension Plan7
2022Form 5500-SF001Boston Wealth Strategies, INC. 401(K) Profit Sharing Plan15
2022Form 5500-SF002Boston Wealth Strategies, INC. Cash Balance Pension Plan6
2021Form 5500-SF001Boston Wealth Strategies, INC. 401(K) Profit Sharing Plan7
2021Form 5500-SF002Boston Wealth Strategies, INC. Cash Balance Pension Plan4
2020Form 5500-SF001Boston Wealth Strategies, INC. 401(K) Profit Sharing Plan7
2020Form 5500-SF002Boston Wealth Strategies, INC. Cash Balance Pension Plan5

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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