OpenERISA

Switchpoint Financial Planning, LLC

Lehi, UT, 84043

EIN 81-0759161
Plans
1
Total participants
10
Filing years
2024, 2023, 2022
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Switchpoint Financial Planning Retirement Plan3
2023Form 5500-SF001Switchpoint Financial Planning Retirement Plan4
2022Form 5500-SF001Switchpoint Financial Planning Retirement 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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