OpenERISA

Zambriski-Polson Wealth Advisors

Torrance, CA, 90501

EIN 82-1765746
Plans
2
Total participants
28
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523120
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Zambriski-Polson Wealth Advisors 401(K) Plan3
2024Form 5500-SF002Zambriski-Polson Wealth Advisors Cash Balance Plan3
2023Form 5500-SF001Zambriski-Polson Wealth Advisors 401(K) Plan3
2023Form 5500-SF002Zambriski-Polson Wealth Advisors Cash Balance Plan3
2022Form 5500-SF001Zambriski-Polson Wealth Advisors 401(K) Plan3
2022Form 5500-SF002Zambriski-Polson Wealth Advisors Cash Balance Plan3
2021Form 5500-SF001Zambriski-Polson Wealth Advisors 401(K) Plan3
2021Form 5500-SF002Zambriski-Polson Wealth Advisors Cash Balance Plan3
2020Form 5500-SF001Zambriski-Polson Wealth Advisors 401(K) Plan2
2020Form 5500-SF002Zambriski-Polson Wealth Advisors 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.

Other plan sponsors in California

All California plan sponsors →