OpenERISA

Northpoint Tax, Wealth & Business A

Fullerton, CA, 92831

EIN 85-3969430
Plans
2
Total participants
110
Filing years
2024, 2023, 2022, 2021
NAICS
541219
Plan sponsors in CaliforniaProfessional, Scientific & Technical Services

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Northpoint Tax, Wealth & Business Advisory, LLP 401(K) P/S Plan21
2024Form 5500-SF002Northpoint Tax, Wealth & Business Advisory LLP Case Balance Plan18
2023Form 5500-SF001Northpoint Tax Wealth & Business Advis. 401K24
2022Form 5500-SF001Northpoint Tax, Wealth & Business Advisory, LLP 401(K) P/S Plan25
2021Form 5500-SF001Northpoint Tax, Wealth & Business Advisory, LLP 401(K) P/S Plan22

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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