OpenERISA

Skeels And Fox Wealth Management, LLC

Oxnard, CA, 93036

EIN 82-2860678
Plans
2
Total participants
67
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
531310
Plan sponsors in CaliforniaReal Estate, Rental & Leasing

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF002Skeels And Fox Wealth Management , LLC Cash Balance Plan6
2024Form 5500-SF001Skeels And Fox Wealth Manageme 401(K) Profit Sharing Plan & Trust7
2024Form 5500-SF002Skeels And Fox Wealth Management , LLC Cash Balance Plan6
2023Form 5500-SF001Skeels And Fox Wealth Manageme 401(K) Profit Sharing Plan & Trust6
2023Form 5500-SF002Skeels And Fox Wealth Management , LLC Cash Balance Plan6
2022Form 5500-SF001Skeels And Fox Wealth Manageme 401(K) Profit Sharing Plan & Trust6
2022Form 5500-SF002Skeels And Fox Wealth Management , LLC Cash Balance Plan6
2021Form 5500-SF001Skeels And Fox Wealth Manageme 401(K) Profit Sharing Plan & Trust6
2021Form 5500-SF002Skeels And Fox Wealth Management , LLC Cash Balance Plan6
2020Form 5500-SF001Skeels And Fox Wealth Manageme 401(K) Profit Sharing Plan & Trust6
2020Form 5500-SF002Skeels And Fox Wealth Management , LLC Cash Balance Plan6

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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