OpenERISA

Ng Wealth Advisors, INC.

Orinda, CA, 945633717

EIN 81-4873059
Plans
2
Total participants
22
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
524210

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500002Ng Wealth Advisors, INC. 401K Plan7
2023Form 5500002Ng Wealth Advisors, INC., 401K Plan5
2022Form 5500002Ng Wealth Advisors, INC., 401(K) Plan4
2021Form 5500002Ng Wealth Advisors, INC. 401(K) Plan3
2020Form 5500002Ng Wealth Advisors, INC. 401(K) Plan3
2020Form 5500-SF003Ng Wealth Advisors, INC.Defined Benefit Pension Plan0

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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