OpenERISA

Aps Wealth Management, LLC

Melville, NY, 11747

EIN 83-2028253
Plans
1
Total participants
33
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Aps Wealth Management, LLC Cash Balance Plan0
2024Form 5500-SF001Aps Wealth Management, LLC Cash Balance Plan6
2023Form 5500-SF001Aps Wealth Management, LLC Cash Balance Plan7
2022Form 5500-SF001Aps Wealth Management, LLC Cash Balance Plan5
2021Form 5500-SF001Aps Wealth Management, LLC Cash Balance Plan6
2020Form 5500-SF001Aps Wealth Management, LLC Cash Balance Plan9

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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