OpenERISA

Five Point Wealth Advisors

Scottsdale, AZ, 85258

EIN 84-4248375
Plans
1
Total participants
16
Filing years
2024, 2025, 2023, 2022
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Five Point Wealth Advisors 401(K) Profit Sharing Plan5
2024Form 5500-SF001Five Point Wealth Advisors 401(K) Profit Sharing Plan4
2023Form 5500-SF001Five Point Wealth Advisors 401(K) Profit Sharing Plan4
2022Form 5500-SF001Five Point Wealth Advisors 401(K) Profit Sharing Plan3

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 Arizona

All Arizona plan sponsors →