OpenERISA

Mission Wealth Management, LP

Santa Barbara, CA, 93101

EIN 82-3762916
Plans
2
Total participants
810
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Mission Wealth Management, L.P. 401(K) Plan135
2024Form 5500-SF002Mission Wealth Management Cash Balance Pension Plan88
2023Form 5500001Mission Wealth Management, L.P. 401(K) Plan106
2023Form 5500-SF002Mission Wealth Management Cash Balance Pension Plan93
2022Form 5500001Mission Wealth Management, L.P. 401(K) Plan87
2022Form 5500-SF002Mission Wealth Management Cash Balance Pension Plan76
2021Form 5500001Mission Wealth Management, L.P. 401(K) Plan77
2021Form 5500-SF002Mission Wealth Management Cash Balance Pension Plan63
2020Form 5500-SF001Mission Wealth Management, LP 401(K) Plan50
2020Form 5500-SF002Mission Wealth Management Cash Balance Pension Plan35

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 →