OpenERISA

New Wellington Financial, LLC

Charlottesville, VA, 229012822

EIN 59-2065992
Plans
1
Total participants
55
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
522292

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001New Wellington Financial, LLC 401(K) Profit Sharing Plan8
2024Form 5500-SF001New Wellington Financial, LLC 401(K) Profit Sharing Plan8
2023Form 5500-SF001New Wellington Financial, LLC 401(K) Profit Sharing Plan8
2022Form 5500-SF001New Wellington Financial, LLC 401(K) Profit Sharing Plan9
2021Form 5500-SF001New Wellington Financial, LLC 401(K) Profit Sharing Plan11
2020Form 5500-SF001New Wellington Financial, LLC 401(K) Profit Sharing Plan11

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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