OpenERISA

Envision Wealth Management, INC.

Valencia, CA, 91355

EIN 71-0866012
Plans
2
Total participants
24
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF002Envision Wealth Management, INC. Profit Sharing Plan2
2025Form 5500-SF003Envision Wealth Management, INC. Cash Balance Plan2
2024Form 5500-SF002Envision Wealth Management, INC. Profit Sharing Plan2
2024Form 5500-SF003Envision Wealth Management, INC. Cash Balance Plan2
2023Form 5500-SF002Envision Wealth Management, INC. Profit Sharing Plan2
2023Form 5500-SF003Envision Wealth Management, INC. Cash Balance Plan2
2022Form 5500-SF002Envision Wealth Management, INC. Profit Sharing Plan2
2022Form 5500-SF003Envision Wealth Management, INC. Cash Balance Plan2
2021Form 5500-SF002Envision Wealth Management, INC. Profit Sharing Plan2
2021Form 5500-SF003Envision Wealth Management, INC. Cash Balance Plan2
2020Form 5500-SF002Envision Wealth Management, INC. Profit Sharing Plan2
2020Form 5500-SF003Envision Wealth Management, INC. Cash Balance Plan2

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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