OpenERISA

Pensionmark Financial Group, LLC

Santa Barbara, CA, 93101

EIN 61-1758632
Plans
2
Total participants
123
Filing years
2023, 2022, 2021, 2020
NAICS
524290
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2023Form 5500-SF001Pensionmark Financial Group 401(K) Profit Sharing Plan0
2023Form 5500-SF001Pensionmark Financial Group 401(K) Profit Sharing Plan0
2022Form 5500-SF001Pensionmark Financial Group 401(K) Profit Sharing Plan48
2022Form 5500501Pensionmark Financial Group LLC - Flexible Benefits Plan0
2021Form 5500-SF001Pensionmark Financial Group 401(K) Profit Sharing Plan35
2021Form 5500501Pensionmark Financial Group LLC - Flexible Benefits Plan4
2020Form 5500-SF001Pensionmark Financial Group 401(K) Profit Sharing Plan32
2020Form 5500501Pensionmark Financial Group LLC - Flexible Benefits Plan4

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.

Other plan sponsors in California

All California plan sponsors →