OpenERISA

Generations Tax & Wealth Manag

Tampa, FL, 336241889

EIN 85-4203137
Plans
1
Total participants
52
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541990
Plan sponsors in FloridaProfessional, Scientific & Technical Services

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Generations Tax & Wealth Manag 401(K) Profit Sharing Plan & Trust12
2023Form 5500001Generations Tax & Wealth Manag 401(K) Profit Sharing Plan & Trust11
2022Form 5500001Generations Tax & Wealth Manag 401(K) Profit Sharing Plan & Trust9
2021Form 5500001Generations Tax & Wealth Manag 401(K) Profit Sharing Plan & Trust9
2020Form 5500001Generations Tax & Wealth Manag 401(K) Profit Sharing Plan & Trust11

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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