OpenERISA

Meritage Wealth, INC.

Coto De Caza, CA, 92679

EIN 87-1469447
Plans
1
Total participants
13
Filing years
2024, 2025, 2023, 2022
NAICS
541211

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Meritage Wealth, INC. 401K Profit Sharing Plan4
2024Form 5500-SF001Meritage Wealth, INC. 401K Profit Sharing Plan3
2023Form 5500-SF001Meritage Wealth, INC. 401K Profit Sharing Plan3
2022Form 5500-SF001Meritage Wealth, INC. 401K 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.

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