OpenERISA

Premier Wealth Advisors, LLC

San Diego, CA, 92130

EIN 81-2744669
Plans
2
Total participants
120
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Premier Wealth Advisors, LLC 401(K) Profit Sharing Plan & Trust13
2024Form 5500-SF002Premier Wealth Advisors, LLC Cash Balance Plan & Trust14
2023Form 5500-SF001Premier Wealth Advisors, LLC 401(K) Profit Sharing Plan & Trust15
2023Form 5500-SF002Premier Wealth Advisors, LLC Cash Balance Plan & Trust15
2022Form 5500-SF001Premier Wealth Advisors, LLC 401(K) Profit Sharing Plan & Trust15
2022Form 5500-SF002Premier Wealth Advisors, LLC Cash Balance Plan & Trust14
2021Form 5500-SF001Premier Wealth Advisors, LLC 401(K) Profit Sharing Plan & Trust11
2021Form 5500-SF002Premier Wealth Advisors, LLC Cash Balance Plan & Trust11
2020Form 5500-SF001Premier Wealth Advisors, LLC 401(K) Profit Sharing Plan & Trust12

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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