OpenERISA

Egan Wealth Management LLC

Kinnelon, NJ, 07405

EIN 47-2876693
Plans
2
Total participants
20
Filing years
2024, 2023, 2022
NAICS
523900
Plan sponsors in New JerseyFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Egan Wealth Management Group LLC 401(K) Profit Sharing Plan4
2024Form 5500-SF002Egan Wealth Management Group LLC Cash Balance Pension Plan4
2023Form 5500-SF001Egan Wealth Management Group LLC 401(K) Profit Sharing Plan3
2023Form 5500-SF002Egan Wealth Management Group LLC Cash Balance Pension Plan3
2022Form 5500-SF001Egan Wealth Management Group LLC 401(K) Profit Sharing Plan3
2022Form 5500-SF002Egan Wealth Management Group LLC Cash Balance Pension Plan3

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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